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Sommaire de 12 mois d'activités de lobbying - Lobbyistes salariés d'organisations

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L'Assocation Des Conseillers En Finance Du Canada/The Financial Advisors Association of Canada / Harris Jones, Interim CEO

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Adresse, activités et membres

L'Assocation Des Conseillers En Finance Du Canada / The Financial Advisors Association of Canada - Adresse, activités et membres

Adresse :

10 Lower Spadina Ave
Suite 600
Toronto, ON  M5V 2Z2
Canada

Numéro de téléphone : 416-444-5251

  • Coordonnées dans les versions précédentes
    • 10 Lower Spadina Ave
      Suite 600
      Toronto, ON  M5V 2Z2
      Canada

      Numéro de téléphone : 416-342-9813

      Numéro de fax : 416-444-8031  

    • 390 Queens Quay West
      Ste 209
      Toronto, ON  M5V 3A2
      Canada

      Numéro de téléphone : 416-342-9813

      Numéro de fax : 416-444-8031  

    • 390 Queens Quay West
      Ste 209
      Toronto, ON  M5V 3A2
      Canada

      Numéro de téléphone : 416-342-9837

      Numéro de fax : 416-444-8031  


Description des activités de l'organisation :
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.

  • Descriptions des activités de l'organisation dans les versions précédentes :
    • 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.

Membres ou types de membres de l'organisation. :
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.


Charges publiques occupées : Julie Martini


Financement public

Aucun financement public n'a été reçu au cours du dernier exercice financier complet.
Date de la dernière version :