The Financial Advisors Association of Canada / L'Assocation Des Conseillers En Finance Du Canada - Address, activities & membership
Address:
10 Lower Spadina Ave
Suite 600
Toronto, ON M5V 2Z2
Canada
Telephone number:
416-444-5251
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Contact information in previous versions
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10 Lower Spadina Ave
Suite 600
Toronto, ON M5V 2Z2
Canada
Telephone number:
416-342-9813
Fax number:
416-444-8031
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390 Queens Quay West
Ste 209
Toronto, ON M5V 3A2
Canada
Telephone number:
416-342-9813
Fax number:
416-444-8031
-
390 Queens Quay West
Ste 209
Toronto, ON M5V 3A2
Canada
Telephone number:
416-342-9837
Fax number:
416-444-8031
Description of the organization's activities:
The Financial Advisors Association of Canada, currently carrying on business as Advocis, is a national voluntary association of professional financial advisors and planners whose members may be licensed by provincial regulators to sell life and health insurance, mutual funds or securities. By “An Act to Amalgamate the Canadian Association of Insurance and Financial Advisors and the Canadian Association of Financial Planners under the name The Financial Advisors Association of Canada” (TFAAC). The core activities of the Association are concerned with the education and professional development of its members, to encourage all members to obtain and promote the Chartered Life Underwriter (CLU), Certificated Financial Planner (CFP) or Certified Health Insurance Specialist (CHS) designations. The Association is a market conduct standard setting body and enforces a code of professional conduct and is engaged in the development of practice standards for Financial Advisors and Planners. TFAAC maintains and operates an advocacy program with government regulators and policy makers aimed at ensuring a positive legislative environment and climate to promote and protect financial advisors in the public interest.
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Descriptions of the organization's activity in previous versions:
- The Financial Advisors Association of Canada, currently carrying on business as Advocis, is a national voluntary association of professional financial advisors and planners whose members may be licensed by provincial regulators to sell life and health insurance, mutual funds or securities. By “An Act to Amalgamate the Canadian Association of Insurance and Financial Advisors and the Canadian Association of Financial Planners under the name The Financial Advisors Association of Canada” (TFAAC). The core activities of the Association are concerned with the education and professional development of its members, to encourage all members to obtain and promote the Chartered Life Underwriter (CLU). Certificated Financial Planner (CFP) or Registered Health Underwriter (RHU) designations. The Association is a market conduct standard setting body and enforces a code of professional conduct and is engaged in the development of practice standards for Financial Advisors and Planners. TFAAC is the parent body of the Conference of Advanced Life Underwriters (CALU) whose members are required to be members in good standing of TFAAC. TFAAC maintains and operates an advocacy program with government regulators and policy makers aimed at ensuring a positive legislative environment and climate to promote and protect financial advisors in the public interest.
Organization's membership or classes of membership:
TFAAC maintains a number of classes of membership including full, associated and honourary memberships, the details of which are set our in the Association’s constitution and by-laws.
Active
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Last Updated:
2023-09-12