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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 September 30th Venue TBA Regina, SK - Tuesday October 1st Venue TBA Calgary, AB - Wednesday October 2nd Venue TBA Vancouver, BC - Thursday October 3rd Venue TBA Halifax, NS - Monday October 8th Venue TBA Mississauga, ON - Tuesday October 9th Venue TBA If you can't make it to one of these sessions, join us virtually via an online interactive session. Western Online - Thursday October 17th From 9:00 a.m. to 4:30 p.m. Mountain Time Eastern Online - Wednesday October 23rd 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 - September 30th Member License holder Non-Member New-Member Regina, SK - October 1st Member License holder Non-Member New-Member Calgary, AB - October 2nd Member License holder Non-Member New-Member Vancouver, BC - October 3rd Member License holder Non-Member New-Member Halifax, NS - October 8th Member License holder Non-Member New-Member Mississauga, ON - October 9th Member License holder Non-Member New-Member Western Online - October 17th Member License holder Non-Member New-Member Eastern Online - October 23rd 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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