This badge was issued to Sanjay Gupta on 20 Nov 2021.
Advocis Member
Issued by
Advocis
Advocis, The Financial Advisors Association of Canada, is the largest voluntary professional membership association of financial advisors in Canada, representing more than 17,000 member-clients and 40 Chapters across the country. Advocis members are licensed, have a recognized designation or are currently enrolled in an approved designation program, adhere to the Advocis Code of Professional Conduct, and are actively providing financial advice to consumers.
- Type Validation
- Level Foundational
- Cost Paid
Skills
Earning Criteria
Standards
The Advocis Code of Professional Conduct (CPC) sets out the principles that Advocis Members of all categories are expected to abide by in their business activities and when liaising between clients and suppliers of financial and insurance products or services.
You must have at least one approved designation & maintain the designation with the conferring body or be enrolled in an approved designation program (designation must be obtained in three years). You must also carry sufficient E&O coverage in accordance with the nature & extent of your practice & meet annual professional development requirements.