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CIFPs Professional Days

CIFPs Professional Days

Comprehensive Financial Planning Mini Case Studies:
» 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.
» 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 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.
» 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 October 21st Venue TBA
Regina, SK - Tuesday October 22nd Venue TBA
Calgary, AB - Wednesday October 23rd
Venue TBA
Vancouver, BC - Thursday October 24th Venue TBA
Halifax, NS - Monday October 28th Venue TBA
Mississauga, ON - Tuesday October 29th Venue TBA
If you can't make it to one of these sessions, join us virtually via an online interactive session.
Western Online - Tuesday November 12th From 9:00 a.m. to 4:30 p.m. Mountain Time
Eastern Online - Wednesday November 20th 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 - October 21st Member License holder Non-Member New-Member
Regina, SK - October 22nd Member License holder Non-Member New-Member
Calgary, AB - October 23rd Member License holder Non-Member New-Member
Vancouver, BC - October 24th Member License holder Non-Member New-Member
Halifax, NS - October 28th Member License holder Non-Member New-Member
Mississauga, ON - October 29th Member License holder Non-Member New-Member
Western Online - November 12th Member License holder Non-Member New-Member
Eastern Online - November 20th 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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