Professional Development

Advocis Best Practices Manual

In November 2006, Advocis launched a new web-based platform with revised and updated content for its industry-leading Best Practices Manual (BPM). New features help advisors turn industry codes including the Advocis Code of Professional Conduct, standards and ethics into practical and profitable best practices, regardless of practice discipline. The innovative web-based portal allows Advocis members to easily access, search and use the most comprehensive, up-to-date and practical best practices content available.

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Designation and Certificate Programs

We assist our members in their pursuit of their professional financial services designations. These designations include:

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