Practice Development Series

The Practice Development 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 Practice Development Series focuses exclusively on the practical skills and knowledge that advisors need to be successful; skills such as Business Planning, Sales Process, Prospecting, Marketing and much more. In total, there are nine (9) learning modules and associated activities.

Ticket Details:

As a benefit of membership Advocis Members are able to attend "Practice Development Series" at a discounted rate. During the checkout use your Advocis ID as the promotional code to unlock the member rate. Do you need assistance using your Advocis ID or promo code in the checkout? We have a short video to assist you.

• Member Bundle (all 9 sessions): $200 (+ ticketing fees)
• Member Admission (per session): $25 (+ ticketing fees)
• Non-Member Bundle (all 9 sessions): $400 (+ ticketing fees)
• Non-Member Admission (per session): $50 (+ ticketing fees)

Limited tickets available on a first-come, first-serve basis. Please purchase by 24 hours before the event start. Be sure to register early! This series is held on Zoom.

Module 1 Business Planning March 19, 2024 (CE 3)

Module 2 Marketing (April 16, 2024) (CE 3)

Module 3 Prospecting (May 21, 2024) (CE 5)

Module 4 Engagement (June 11, 2024) (CE 3)

Module 5 Discovery (July 16, 2024) (CE 2)

Module 6 Needs Analysis (August 20, 2024) (CE 4)

Module 7 Advice Delivery (September 17, 2024) (CE 4)

Modile 8 Fine Tuning your Financial Advisory Practice (October 15, 2024) (CE 3)

Module 9 The Value of Advice (November 19, 2024) (CE 3)

CE Requirements

Each module is approved for CE Credits by The Institute. In order to receive CE certificate your information may be provided to a 3rd party provider.

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 or not provided at the time of registration.

• If you have forgotten your Advocis ID, please click here to recover.
• If you do not have an Advocis ID number please complete this form to request one.

1. Attend the webinar using the email address entered on your registration form

• 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 Sudbury chapter at Sudbury@advocischapter.ca.