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CIFPs Professional Days
2021 CIFPs National Conference
2020 CIFPs National Conference
2019 CIFPs National Conference
2018 CIFPs National Conference
2017 CIFPs National Conference
Past CIFPs National Conferences
Retirement Canada Dialogue 2021
Retirement Canada Dialogue 2020
Retirement Canada Dialogue 2019
Continuing Education - 2020
E&O Insurance - 2019 - 2020
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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 PD Days also present a wonderful opportunity to network with your industry peers. |
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The event is pre-approved by FP Canada 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. |
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From 8:30 a.m. - 9:00 a.m. Breakfast will be served. |
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Sessions run from 9:00 a.m. - 4:30 p.m., during which Lunch will be served. |
The Fall 2020 dates will be posted soon!
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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