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CIFPs Professional Days

CIFPs Professional Days

Comprehensive Financial Planning Case Study:
» CIFPs PD Days...an opportunity to flex your financial muscles! Analyze a comprehensive case study of a family facing many of the same goals, opportunities and obstacles as the clients you deal with: raising a family, managing lifestyle expenditures, saving for retirement and maximizing tax efficiency.
» Share and debate your analysis and recommendations with other financial planning professionals as you identify the client's financial planning priorities and devise retirement, risk management, asset management, tax and estate planning strategies to lead this family onto the path to financial security. CFIPs PD Days also present a wonderful opportunity to network with your industry peers.
» The event is pre-approved for up to 9 FPSC verifiable continuing education credits in support of your Certified Financial Planner® designation (based on pre-reading the case study and your full attendance at this one-day event). Also eligible for CE credits to fulfill your insurance and Investment Industry Regulatory Organization of Canada (IIROC) licensing requirements 1.
» Sessions run from 9:00 a.m. - 5:00 p.m. Lunch is included.
Guest Speakers:
» Enjoy an afternoon featuring expert technical speakers on financial planning principles that are directly applicable to your practice.


The Fall 2014 dates will be posted soon!


For more information please call us at 1-866-933-0233

Ask about our special group prices!


1 Unless pre-approved as a valid continuing education activity, it is the sole responsibility of the individual to ensure any CE credits claimed adhere to the guidelines set by the applicable licensing or certification body.

2 New-Member Price = Become a member of CIFPs & attend the event. This only applies to people who have never been a member of CIFPs.

3 GST/HST will be added to the event registration fee, based on the province it is held in.



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