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CIFPs Professional Days
2018 CIFPs National Conference
2017 CIFPs National Conference
2016 CIFPs National Conference
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E&O Insurance - 2016 - 2017
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CIFPs Professional Days
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Comprehensive Financial Planning Mini Case Studies:
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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. |
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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 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. |
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Sessions run from 8:00 a.m. - 4:00 p.m. Breakfast and Lunch are included. |
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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:
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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 |
CIFP Training Office
3660 Hurontario Street, 3rd Floor - Suite 300
Mississauga, ON L5B 3C4 |
| 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:
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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