Upcoming Events

In-person Live Events


20th Annual IAFP Symposium

Wednesday, September 28 – Saturday, October 1, 2022
Location: Hilton Lac Leamy Hotel, Gatineau, Quebec – just across the bridge from Ottawa.
18+ CE Credits

20th Annual IAFP Symposium – Sneak a Peek

Wednesday, September 28, 2022
Location: Hilton Lac Leamy Hotel, Gatineau, Quebec – just across the bridge from Ottawa.
6+ CE Credits

Can’t commit to 3.5 days, join us for Day 1 of our event to Sneak a Peek.  The reviews for our  Symposium tend to sound a lot like this:  “it’s one of the most valuable educational events I’ve ever attended”.

Virtual IAFP Symposium 2022

Wednesday, September 28 – Saturday, October 1, 2022
Not ready to attend a live event, we will be streaming on location and broadcasting live.  Sessions will be 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