Advocis Calgary: Build Your Practice - Practice Development Series 9

Advocis Calgary: Build Your Practice - Practice Development Series 9

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$36.75

Date and time

Location

Carriage House Hotel & Conference Centre

9030 Macleod Trail

Calgary, AB T2H 0M4

Canada

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Refund policy

Refunds up to 7 days before event

Under 5, After 5 Practice Development Series: Module 9 - The Value of Advice

About this event

Build Your Practice - Practice Development Series - Module 9: The Value of Advice

Join the Calgary chapter on Friday, November 18, 2022 from 9:30 A.M. to 11:30 A.M. (Mountain Time) for module 7 of the Practice Development Series. This series is designed for advisors under seven years in the industry. This series focuses exclusively on the practical skills and knowledge that advisors need to be successful.

The Calgary chapter invites its chapter peers (Edmonton, Medicine Hat, Lethbridge and Northern Alberta). Members across the region and the country are welcome to attend.

Learning objectives:

Welcome to the final module of the Professional Development discipline of the Professional Financial Advisor (PFA) designation program!

You have had some time to develop and build your financial advisory practice. Now, we will explore the value of the financial advice you provide to your clients. After completing this section and the accompanying practice development activities, you will be able to:

  • Explore and recognize the unique value you provide to your clients
  • Define the value you bring to your clients
  • Orient your practice towards providing the highest value possible to your clients
  • Communicate the value you provide to your clients

Tickets are Limited!

As a benefit of membership, this event is FREE for Advocis Members, ($35 + GST for Non-Members)

  • Members, use your Advocis Membership ID to trigger the promotional discount in Eventbrite
    • Do you need assistance using your Advocis ID or promo code in the checkout? We have a short video to assist you.
  • Tickets are on a first-come, first-serve basis (only 25 spots available)

Location:

  • Carriage House Inn
  • 9030 Macleod Trail S, Windsor B Room
  • Calgary, Alberta

Covid-19 Protocols:

  • We will be following any local and provincial Protocols.

CE Requirements:

This event is qualifies for 3.0 CE Credits by The Institute. To be eligible to earn any CE from this event, you must:

    1. Enter your 7-digit Advocis ID on the registration form. No CE will be provided if this is inaccurate.
    • If you would like to be extended the member pricing, please join.

    Please contact the organizer to confirm if this webinar qualifies for your provincial insurance council credits.

Questions:

If you have any questions or concerns regarding this event, please reach out to the Advocis Calgary chapter at: Calgary@AdvocisChapter.ca

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