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CIFPs Professional Days
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CIFPs Professional Days
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Comprehensive Financial Planning Mini Case Studies:
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CIFPs Professional Days...an opportunity to flex your financial muscles! Analyze a collection of comprehensive mini case studies of clients 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. |
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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. CIFPs Professional Days also present a wonderful opportunity to network with your industry peers. |
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This event will qualify for 7 Financial Planning continuing education credits in support of your Certified Financial Planner® designation or your Qualified Associate Financial Planner™ designation. Also eligible for CE credits towards your RRC®/CR®, RFRA®, RRA™ or insurance licensing requirements1. |
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As an added bonus, registering for this event will allow you to join one of the CIFPs Ethical Conduct for CFP® Professionals sessions which will qualify for 2 Professional Responsibility continuing education credits in support of your Certified Financial Planner® designation or your Qualified Associate Financial Planner™ designation. These two-hour sessions will be running on October 11th from 9:00 a.m. - 11:00 a.m., November 7th from 12:00 p.m. - 2:00 p.m. or November 25th from 10:00 a.m. - 12:00 p.m. Eastern Time. |
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Sessions run from 9:00 a.m. - 4:30 p.m. in the time-zone of your choice below. |
The Fall 2023 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. All on-line events pay 13% HST (ON).
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