Photograph courtesy of Tourism Calgary.
The IAFP Symposium has consistently provided a rare opportunity to meet truly advanced financial planners, and to study technical subjects related to financial planning at an advanced level. In 2010, for the first time, the Symposium was opened to non-members. We continue to invite non-members to join us in 2014.
This year’s Symposium theme is Fifty Shades of Greying.
Our case study identifies future needs and challenges of professional planners, like ourselves, with all the life and career challenges that need to be addressed while there is still time to do it right.
The experts speaking to you provide a balance of complex technical knowledge - Dr. Murenbeeld on current economic data and its meaning for business owners, Beth Hamilton Keen on behavioral psychology and decision making for clients but more importantly — decision making for us! Duncan MacPherson will dig deep into our practice management processes, Diane Francis will bring prospective on geopolitical factors, George Hartman on succession planning and mentorship, and Martin Pelletier on risk management, just to name a few. And let’s not forget we must address IT and social media issues!
To download the case study please click on the Case Study icon at the top right of this page.
Advanced Education Day
Welcome Reception
Symposium Sessions
Gala Dinner
Registration fee for Members to attend the Symposium is $950 (plus GST) with an Early Bird rate of $700 (plus GST) prior to June 26th.
Registration fee for Non-Members to attend the Symposium is $1150 (plus GST) with an Early Bird rate of $900 (plus GST) prior to June 26th. (Non-Member registrations are subject to approval.)
Advanced Education Day Sunday, September 28th, $35 (plus GST).
Gala Tuesday, September 30th, $100 (plus GST).
Non-Member registration fee includes a $150 credit towards (optional) application for Associate Membership.
100% refund - cancellation 30 days in advance (August 29, 2014)
50% refund - 15-29 days in advance (August 30 - September 13, 2014)
No Refund - 14 days in advance or less (September 14, 2014 or later)
Should you find that you are unable to attend the Symposium after you have registered, please contact our Symposium Event Coordinator by phone: 604-909-3841 or 1-888-298-3292 (toll free), fax: 1-888-808-4198, or by email to symposium@iafp.ca.
To download the agenda please click on the Agenda icon at the top right of this page.
We are excited to present our, Sponsor Education Day, taking place immediately prior to the Symposium on Sunday, September 28th. Participants will have the opportunity to spend valuable time with various sponsors, benefiting directly from their educational expertise within a more interactive environment. The fee to attend this optional full-day event is just $35.
Our Gala will be held at the Wainwright Hotel in Heritage Park Historical Village on the evening of Tuesday, September 30th. Tickets for this optional evening event are $100 plus tax.
While the IAFP has no say in the content of adjacent courses, the subjects covered can often complement our Symposium topics. IAFP Members also welcome the opportunity to earn more CE credits, the special discounts and the travel convenience of back-to-back events.
Symposium Delegates can obtain a 10% discount on the Financial Divorce Specialist (FDS) designation course being offered in Calgary immediately prior to the IAFP Symposium. The cost is $1,450 for the early bird (registration before August 15th) There is also an Advanced Training Day on the 27th for members with experts on divorce matters speaking for $210, For additional information call toll free 1-888-893-7526 or visit the Academy of Financial Divorce Specialists.
Any R.F.P. interested should contact Linda Cartier directly by phone (toll free 1-888-893-7526 or lindac@financialdecisions.ca) to arrange for the special pricing.
Our 2014 sponsors will be listed as they are confirmed. Those confirmed to date:
The Institute of Advanced Financial Planners is proud to support the Mount Royal University’s Bissett School of Business through mentorship opportunities at this year’s Symposium.
Further details will appear as they are available.
Don’t miss this opportunity to learn and interact with other advanced planners!
Calgary Things To Do
If you are taking an extra day or two to explore the city of Calgary
Things to do in Calgary.
Questions? Call us at 1-888-298-3292 or email symposium@iafp.ca
Last updated: 21 Jul 2019 11:38 PM
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