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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 for up to 7 FPSC verifiable continuing education credits in support of your Certified Financial Planner® designation. Also eligible for CE credits to fulfill your RRC®/CR® or insurance and Investment Industry Regulatory Organization of Canada (IIROC) licensing requirements 1. » 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 3rd Winnipeg Delta 350 St. Mary Avenue, Winnipeg, MB R3C 3J2 Regina, SK - Tuesday October 4th Sandman Hotel & Suites Regina 1800 Victoria Ave E, Regina, SK S4N 7K3 Calgary, AB - Wednesday October 5th Calgary Marriott Downtown Hotel 110 9th Avenue SE, Calgary, AB T2G 5A6 Vancouver, BC - Thursday October 6th Vancouver Pinnacle Marriott 1128 W Hastings St, Vancouver, BC V6E 4R5 Halifax, NS - Wednesday October 12th Halifax Marriott Harbourfront Hotel 1919 Upper Water St, Halifax, NS B3J 3J5 Mississauga, ON - Thursday October 13th Marriott Toronto Airport 901 Dixon Rd, Toronto, ON M9W 1J5 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 3rd Member License holder Non-Member New-Member Regina, SK - October 4th Member License holder Non-Member New-Member Calgary, AB - October 5th Member License holder Non-Member New-Member Vancouver, BC - October 6th Member License holder Non-Member New-Member Halifax, NS - October 12th Member License holder Non-Member New-Member Mississauga, ON - October 13th 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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