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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 for up to 7 FPSC verifiable continuing education credits in support of your Certified Financial Planner® designation. Also eligible for CE credits towards your RRC®/CR® or insurance licensing requirements1.
» Sessions run from 8:00 a.m. - 4:00 p.m. Breakfast and Lunch are included.
» From 8:00 a.m. - 9:00 a.m. breakfast will be served and CIFPs members and RRC®/CR® license holders are invited to discuss and provide your input into how you would like to see your local CIFPs chapter grow and be of value to you.
Guest Speakers:
» Enjoy an afternoon featuring expert technical speakers on financial planning principles that are directly applicable to your practice.

Conveniently located in:

Winnipeg, MB - Monday October 2nd Delta Hotels Winnipeg
350 St. Mary Avenue, Winnipeg, MB R3C 3J2
Regina, SK - Tuesday October 3rd DoubleTree by Hilton Regina
1975 Broad St, Regina, SK S4P 1Y2
Calgary, AB - Wednesday October 4th Delta Hotels Calgary Downtown
209 Fourth Avenue SE, Calgary, AB T2G 0C6
Vancouver, BC - Thursday October 5th Vancouver Pinnacle Marriott
1128 W Hastings St, Vancouver, BC V6E 4R5
Halifax, NS - Wednesday October 11th Halifax Marriott Harbourfront Hotel
1919 Upper Water St, Halifax, NS B3J 3J5
Mississauga, ON - Thursday October 12th Novotel Toronto Mississauga Centre
3670 Hurontario St, Mississauga, ON L5B 1P3
If you can't make it to one of these sessions, join us virtually via an online interactive session.
Online - Wednesday November 15th From 9:00 a.m. to 5:00 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 2nd Member License holder Non-Member New-Member
Regina, SK - October 3rd Member License holder Non-Member New-Member
Calgary, AB - October 4th Member License holder Non-Member New-Member
Vancouver, BC - October 5th Member License holder Non-Member New-Member
Halifax, NS - October 11th Member License holder Non-Member New-Member
Mississauga, ON - October 12th Member License holder Non-Member New-Member
Online - November 15th 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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