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CIFPs Professional Days

CIFPs Professional Days

Comprehensive Financial Planning Mini Case Studies:
» CIFPs PD 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.
» 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 PD Days also present a wonderful opportunity to network with your industry peers.
» The event is pre-approved by FPSC for 5 Financial Planning, 1 Professional Responsibility and 1 Practice Management continuing education credits in support of your Certified Financial Planner® designation. Also eligible for CE credits towards your RRC®/CR® or insurance licensing requirements1.
» From 8:30 a.m. - 9:00 a.m. Breakfast will be served.
» Sessions run from 9:00 a.m. - 4:30 p.m., during which Lunch will be served.

Conveniently located in:

Winnipeg, MB - Monday October 15th Delta Hotels Winnipeg
350 St. Mary Avenue, Winnipeg, MB R3C 3J2
Regina, SK - Tuesday October 16th DoubleTree by Hilton Regina
1975 Broad St, Regina, SK S4P 1Y2
Calgary, AB - Wednesday October 17th
Please note the venue has changed.
Calgary Marriott Downtown Hotel
110 9th Avenue SE, Calgary, AB T2G 5A6
Vancouver, BC - Thursday October 18th Delta Hotels Vancouver Downtown Suites
550 West Hastings Street, Vancouver, BC V6B 1L6
Halifax, NS - Monday October 22nd Halifax Marriott Harbourfront Hotel
1919 Upper Water St, Halifax, NS B3J 3J5
Mississauga, ON - Tuesday October 23rd Novotel Toronto Mississauga Hotel
3670 Hurontario Street, Mississauga, ON L5B 1P3
If you can't make it to one of these sessions, join us virtually via an online interactive session.
Western Online - Thursday October 25th From 9:00 a.m. to 4:30 p.m. Mountain Time
Eastern Online - Monday October 29th From 9:00 a.m. to 4:30 p.m. Eastern Time

Value Priced at:
Early Bird Special Rate: Member price
$150.00 3
RRC®/CR® license
holder price
$150.00 3
Non-Member price
$200.00 3
New-Member price2
$325.00 3
Winnipeg, MB - October 15th Member License holder Non-Member New-Member
Regina, SK - October 16th Member License holder Non-Member New-Member
Calgary, AB - October 17th Member License holder Non-Member New-Member
Vancouver, BC - October 18th Member License holder Non-Member New-Member
Halifax, NS - October 22nd Member License holder Non-Member New-Member
Mississauga, ON - October 23rd Member License holder Non-Member New-Member
Western Online - October 25th Member License holder Non-Member New-Member
Eastern Online - October 29th Member License holder Non-Member New-Member
Regular Rate: $200.00 3 $200.00 3 $250.00 3 $375.00 3

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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