What's new with Advocis Greater Vancouver? Find out below in our March Newsletter! - Upcoming events and news (including a "Save the Date" for one of our flagship events)
- What has your Chapter been up to? Check out photos below from our wildly successful Financial Planning Summit in early March!
- Membership Minute: maximizing the value of your Advocis membership
- "Did you know?": important MFDA compliance update
- Restaurant of the month feature
Please respond to this email directly if you would like something covered in future editions of the Newsletter. Enjoy! |
|
|
Save the Date for Western Canada’s Premier Conference for Estate Planning Professionals
For over 10 years, the Greater Vancouver Advocis Chapter has put on this prestigious event for financial advisors, accountants, lawyers, estate planning specialists and others who make up this important industry.
Date: Thursday October 19
Venue: The Paradox Hotel (in-person and virtual online attendance)
Click the button below this event to your calendar:
|
|
|
Watch the video from last year's Estate Planning Summit: |
|
|
| 2022 Estate Planning Summit |
|
Upcoming Greater Vancouver Events - Social Media & Ethics - March 29th, 9:30am - 11:30am PST
Are you looking to enhance your understanding of ethics and social media? Then, our latest course is just what you need! Taught by expert Rod Burylo, you'll dive into the importance of ethics, best practices for social media communication, and legal guidelines. The course covers real-world scenarios, case studies, and the Advocis Code of Conduct and FP Canada Standards of Professional Responsibility.
Earn 2 CE credits, including 2 Ethics and 1 Professional Responsibility credit with FP Canada.
Register below: |
|
|
Advocis Community Mixer DATE & TIME: April 26, 3pm to 5pm LOCATION: FREE BIRD TABLE & BAR ADDRESS: 5991 Alderbridge Way Richmond, BC Please join us on Wednesday April 26th for some casual networking hosted by the Advocis Technology & Innovation Committee and the National TFAAC Board of Directors. (The Financial Advisors Association of Canada) We'll be welcoming local Advocis Chapter members, tech enthusiastic financial service representatives, current and prospective innovators, influencers and technology companies (fintech or industry complimentary services).
Mark your calendar! |
|
|
EduVacation: Advocis Okanagan School A "Vacation with Education" on the shores of Lake Okanagan in Kelowna, BC |
|
|
The Financial Planning Summit was held on March 9, 2023, at the elegant Fairmont Waterfront.
For those who attended, make sure to visit www.financialplanningsummit.com to submit your CE credits by clicking the top-right button on the website. Please make sure you have your submissions in before April 17, 2023.
We took some great photos, and you can see full-size versions on the event website or some on our chapter's Instagram page. |
|
|
Have you signed up for the Advocis Find an Advisor service? |
|
|
Membership Benefits As an Advocis member, there are no shortage of benefits you receive. For a comprehensive list of how you can get the most out of your membership, click the link below:
|
|
|
| The mandatory 2023 MFDA Compliance Credit (“MCC”) is now available: https://www.meetview.ca/mfda20230220/
What is this? If we recall, our December 2022 Newsletter reminded All Participants of the MFDA Continuing Education Program that there are mandatory credits to undertake towards satisfying two required Compliance Credits.
The following bears repeating…
The newly introduced MFDA Continuing Education requirements establish minimum standards for Approved Persons of MFDA Members to keep their industry knowledge current and maintain a high standard of professionalism. All Participants of the MFDA Continuing Education Program must complete the required number of credits in the CE cycle. Each cycle will be 2 years in length (24 months) starting December 1 of each odd numbered year. The first cycle commenced on December 1, 2021.
There are 2 MFDA Compliance Credits that must be obtained by completing continuing education activities specifically created and designated by the MFDA for the purposes of MFDA Compliance Credits. The MFDA will be responsible for issuing the content to Participants. There will be 1 activity created and issued per year and it will be comprised of approximately 1 hour of content.
MFDA Compliance content will include areas relating, but not limited, to, compliance examination findings, MFDA Compliance and Enforcement priorities, and proposed Rule and Policy changes.
Stay tuned for next month's newsletter for another educational segment! |
|
| Restaurant Feature This month's highlighted restaurant comes from an Advocis Member
Recommended lower mainland restaurant: Lupo Restaurant & Vinoteca
Location: 869 Hamilton Street, Vancouver, BC
Favourite dish: Taglierini
If you would like to be featured in our restaurant segment and highlight your go-to spot, let us know: greatervancouver@advocischapter.ca |
|
|
