Upcoming Events

In-Person Live Events

21st Annual IAFP Symposium

Wednesday, September 20 – Saturday, September 23, 2023
Location: Delta Edmonton South, Edmonton, Alberta.
18+ CE Credits

Virtual IAFP Symposium 2023

Wednesday, September 20 – Saturday, September 23, 2023
Not ready to attend a live event, we will be streaming on location and broadcasting live.  Sessions will also be recorded for later playback.   
18+ CE Credits

Video on Demand Sessions

Levelling Up: Exploring the Benefits of Pairing the R.F.P.® Designation with the CFA® Charter”

Speakers: Spencer Tilley, R.F.P., CFA and Richard Colton, CFA

Join us for a virtual fireside chat as we discuss how pairing the R.F.P. designation from the Institute of Advanced Financial Planners with your CFA can power your private wealth practice to new heights.

Podcast Series

The Advanced Financial Planner Podcast Series