Updated Oct. 18.
Investment Executive is compiling a list of events (conferences, roadshows, webinars, etc.), in order to help advisors find accredited continuing education (CE) opportunities.
Events are listed by date, and grouped by month, based on a calendar year, and the event calendar will be updated weekly.
If you are interested in having your event listed here, please contact firstname.lastname@example.org.
> Oct. 25 – Economic Forecast with Jean-François Perrault (The Inn of Waterloo, Waterloo, Ont.)
Jean-François Perrault will present his forecasts including important investment themes and implications of the global environment for the end of 2017 and beginning of 2018. Register online.
> Oct. 26 – IIAC Investment Industry Hall of Fame (Delta Toronto Hotel, Toronto)
Broadcaster and author Rex Murphy will serve as the master of ceremonies for the induction ceremony. Purchase seats or tables.
> Nov. 5-8 – Distinguished Advisor Conference (Kelowna, B.C.)
The DAC is Canada's pre-eminent educational event for the top wealth advisors in the tax and financial services. It addresses today's key technical trends and business issues from an academic perspective. Its delegates and speakers reflect on the outcomes of change in private sector forecasting, domestic and international tax law and economic policy making, as well as the regulations that affect the work that professional advisors do. Experience education differently at a higher standard, in greater depth, with unique networking and socializing opportunities. Call 1-866-953-4769 or register online.
> Nov. 13-15 – The 2017 IDFA Canadian Series Conference (Sheraton Centre, Toronto)
This conference is the definitive gathering of CDFA professionals and others who work in the divorce niche. Thought leaders and industry experts will come together for 2.5 days to discuss advanced divorce topics, network with professional peers from across the country, and learn how to build on their practice and provide better service to their clients. Eligible for credits from Advocis and FPSC. More: https://institutedfa.com/2017conference/Toronto/
> Nov. 14 – Advocis Symposium 2017 (Fairmont Royal York, Toronto)
Save the date. Tackling the major legal and regulatory issues facing the financial services industry, Symposium brings financial advisors, dealers and MGAs, regulators, politicians and government officials together to debate and exchange their perspectives on the major issues of the day. More: http://www.advocis.ca/Symposium2017/
> Nov. 15 – 2017 Annual Investment Dinner: The Future State of Finance (Fairmont Royal York, Toronto)
This year's line-up for the fireside chat will include global thought leaders who will be diving into the industry's hottest topics and defining the trends which are reshaping the future state of the industry. Register online.
> Nov. 16 – IFIC Operations Day (Toronto Region Board of Trade, Toronto)
One of IFIC's most popular events. Operations Day is designed to add value to your business and drive results by delivering practical programs to help your organization respond to evolving regulatory and investor demands. The day will feature leaders in their fields sharing current insights to help your organization meet the industry challenges on the horizon. Visit IFIC.ca for more details.
> Nov. 21-22 – FPSC's Financial Planning Week Events (Toronto Reference Library / Arcadian Court, Toronto)
Register Now: Financial Planning Standards Council's Financial Planning Week events are a must-attend for CFP professionals, FPSC Level 1 certificants, and industry stakeholders. The Celebration of the Profession, Ethics Breakfast Session, and CFP Professional Symposium all sold out last year in Toronto. Connect, recruit and learn at the 2017 FPW events in Toronto. Register Now: https://www.eply.com/fpw2017
> Nov. 24 – FPSC's Financial Planning Week Events (Hyatt Regency, Vancouver)
Register Now: Financial Planning Standards Council's Financial Planning Week events are a must-attend for CFP professionals, FPSC Level 1 certificants, and industry stakeholders. The Ethics Breakfast Session and CFP Professional Symposium both sold out last year in Vancouver. Connect, recruit and learn at the 2017 FPW events in Vancouver. Register Now: https://www.eply.com/fpw2017
> Nov. 28 November – Data Manipulation with Excel Part 2 (CFA Society Toronto, Toronto)
This hands-on course is intended for anyone who uses Excel extensively and who is already comfortable with the skills taught in Part 1. The session covers advanced-level Excel topics that are required to manage and analyze data. Register online.
> Nov. 29 – Energy and Infrastructure Finance (The Inn of Waterloo, Waterloo, Ont.)
Jim Cahill and Cam Di Giorgio will present insights into the characteristics of project debt financing for energy and infrastructure in Canada and the range of vehicles available to institutional investors to participate. Register online.
> Dec. 4 – VBA for Finance Professionals (Creating Macros) (CFA Society Toronto, Toronto)
This hands-on two day course focuses on the skills needed to harness the power of macros to help automate worksheet processes. Participants will learn to design, build and error check macros that are robust and easy to use. Register online.
> New June 10-13, 2018 – CIFPs 16th Annual National Conference 2018 (Halifax, Nova Scotia)
Claim up to 25 FPSC verifiable CE credits, 20 Insurance credits or 10 IIROC credits. Register online today to get the best price!
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