Professional Development
One of the highlights of the Ottawa Chapter is our regular Professional Development Days, where you learn valuable and timely knowledge, and earn some of the CE Credits that you need. Through our website PD Days section, you will be able to download the agenda and presentations for each PD Day, usually at least a day before the event, or at least shortly after the event.
For 2012 our price list will be as follows:
| Member Category | One day | PD Pass for 4 Days | PD Pass + UPDATE | UPDATE Only |
| Chapter Member | $55 | $185 | $285 | $130 |
| Other-Chapter Member | $65 | n/a | n/a | $130 |
| Non-Member | $120 | n/a | n/a | $250 |
The two choices for annual passes are to sign up for all 4 PD Days only or for the 4 days plus the UPDATE. You must register online. There is a late registration fee of $10 for all signups done less than six days before the event.
Register for the 4 PD Day Pass or PD Pass with Update.
Upcoming PD Days
| Date | Event | Register | Estimated CE Credits |
|---|---|---|---|
| Thursday, Feb. 2, 2012 | Regulatory and Economic Update - Hampton Inn & PD Passes |
Register | 5 CE credits |
| Tuesday, May 29, 2012 | Families, Spending & Debt - Hellenic Centre | 5 CE credits | |
| Thursday, Sept. 20, 2012 | Improving Your Practice Management - Hellenic Centre | 5 CE credits | |
| Thursday, Oct. 25, 2012 | Annual UPDATE – Hellenic Centre | 12.5 CE credits | |
| Thursday, Nov. 29 2012 | Current Issues in Long Term Care – Hampton Inn | 5 CE credits |
An outline of the 2012 PD Days can be downloaded here: Advocis Ottawa 2012 PD Day outline
Feb 2, 2012 PD Day – Regulatory and Economic Update
We are working to bring you a peek inside the regulators’ minds like you have never seen before. Have you wondered why they make you do the things you find so puzzling, that seem wasteful, useless or even harmful at times? Here is your chance to hear from them directly and to ask the questions …
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November 24, 2011 PD Day report
The Hampton Inn was the location for the final event of 2011. The headline topic was Group and Individual Living Benefits and it was also the Ottawa Chapter AGM. Here are some photos of our speakers for the day.
Andrew and Yves discussed the basics of group benefits and how Manulife looks at …
Read MoreNovember PD Day: Individual and Group Living Benefits
Please join us for our final PD day of 2011 on November 24th. This session will provide you with a combination of technical knowledge about living benefits products and practical knowledge from advisors who have deep experience in helping clients make the best use of them.
Please …
Update 2011 at the Hampton Inn Ottawa (and PDU’s)
A large crowd of Advocis Ottawa members participated in the 2011 Update on October 19th. The content was high quality and the recorded speakers are experts in their field. For attendance at the event plus the self-study that follows, participants receive 12 quality CE credits!
Moderator David Sissing from the Advocis Ottawa Board added life to the day …
Read MoreUpdate 2011: Financial Advisors and Planners Professional Practice Review
Update 2011: Thursday, October 20 at the Hampton Inn. Click here to register.
Each year the national staff at Advocis prepares an in-depth update on matters crucial to financial advisors and packages it in a professional format for use by our Chapters. There is a maximum of 12.5 pre-approved credits for these presentations and the …
Read MoreSeptember PD Day: Proving and Improving Your Value
Hope to see you at our third PD Day of 2011. We have three notable invited speakers as well as the valuable Protect Your Practice module prepared by Advocis national staff. The agenda for the day is here Sept 15 2011 PD Day Agenda.
Read MoreImportant Changes to RHU Designation
RHU to CHS – new Certified Health Insurance Specialist launched by The Institute
Effective June 1, 2011 The Institute launched a new designation for expertise in Living Benefits. The Certified Health Insurance Specialist (CHS) will now replace the RHU as the designation supported by The Institute. Current RHU designates have until October 26, 2011 to exchange …
Read MoreUnder 5 After 5 Events
The April 20th Under 5 After 5 was a resounding success with our guest speaker Michael Hughes, Networking Guru. Michael was able to bring simple and easy methods to this group on how to deliver their networking activities.
Based on the positive comments from attendees, Michael was able to deliver what the audience came for.
Our next …
Read More“Get your RHU in 2011!” Summer 2011 RHU Study Group
Advocis Ottawa is looking for a maximum of 9 people to create an “RHU Study Group” during the summer of 2011.
Advocis members currently enrolled, or enrolled by June 30 , 2011 in RHU Course 504 (to obtain their Registered Health Underwriter RHU designation in
2011), are eligible to be part of this program on a first come, …
Slide shows from May 12, 2011 PD Day – Today’s high tech financial advisor
Best Practices – Uses of Technology - David McGruer presented the Advocis Best Practices in Technology module, which has been designed to guide advisors in their use of technology for compliance, business productivity and business continuity purposes. This presentation set the stage for the more in-depth sessions that followed.
Secure document management for financial advisors – Bergen Wilde …
Read MoreFebruary 1 PD Day at the Hampton Inn
Online PD Pass and single day registration info has been sent out. Once a year we dedicate one PD Day to focus on the current state of Canadian and world economies and investment market risks and opportunities. This information relates not only to the investment accounts of clients but their insurance plans, group benefits …
Read MoreMay 12 PD Day – Today’s High Tech Advisor
May 12 – PD Day at Hellenic Centre – “Today’s High Tech Advisor” Click here to register
Progess has continued and the technology in your practice has likely fallen behind. Tools you implemented five or ten years ago are now getting very stale. Attend this event to learn about the latest technologies …
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