ADVOCIS: The title "financial advisor" to be regulated, and for all titleholders to be required to belong to a recognized professional association.
Millions of Canadians rely on financial advisors to provide them with sound advice and access to suitable financial products and services. Canadians should be able to count on the professionalism and accountability of their advisors. Unfortunately, they can't.
Advocis's solution to this problem is for the title "financial advisor" to be regulated, and for all titleholders to be required to belong to a recognized professional association.
Advocis president & CEO Greg Pollock to host a live webcast, “Raising the Professional Bar,” on February 8 from 1 to 1:30 p.m. E.S.T., Find out how Advocis will enhance consumer protection by raising the professional bar for all advisors, and how you will benefit from increased public trust and confidence in advisors as professionals.
Advocis®,
The Institute for Advanced Financial Education™ (The Institute™), CLU®, CHS™,
and APA® are trademarks of The Financial Advisors Association of Canada
(TFAAC).
3 comments:
'Raising The Bar'
ADVOCIS is moving to a fiduciary role for advisors who want to use the title 'Financial Advisor.'
The provision of financial advice carries with it an implicit fiduciary role for an advisor.
A professional financial designation is an essential qualification for those who wish to practice as a fiduciary.
Dan Zwicker
Toronto.
Well, certified financial Planner is the most prestigious financial advisor designation. A financial planner will help you to plan ahead of the competition with information for better growth.
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