Industry News

Helping advisors find opportunities for accredited continuing education

By IE Staff |

Photo copyright: stockbroker / 123RF Stock Photo

Updated Feb 16.

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 events@investmentexecutive.com.

2017

> New March 29 – FPSC Cross-Country Connection (DoubleTree by Hilton Toronto Downtown)
The FPSC Cross-Country Connection is your opportunity to come together with other financial planning professionals and FPSC leadership to explore topics that impact your practice and your profession—today and into the future. More: www.fpsc.ca/Cross-Country-Connection/event-details

> New March 31 – FPSC Cross-Country Connection (The Prince George Hotel, Halifax)
The FPSC Cross-Country Connection is your opportunity to come together with other financial planning professionals and FPSC leadership to explore topics that impact your practice and your profession—today and into the future. More: www.fpsc.ca/Cross-Country-Connection/event-details

> New April 6 – FPSC Cross-Country Connection |(Hotel Arts, Calgary)
The FPSC Cross-Country Connection is your opportunity to come together with other financial planning professionals and FPSC leadership to explore topics that impact your practice and your profession—today and into the future. More: www.fpsc.ca/Cross-Country-Connection/event-details

> New April 7 –  FPSC Cross-Country Connection (Hyatt Regency, Vancouver)
The FPSC Cross-Country Connection is your opportunity to come together with other financial planning professionals and FPSC leadership to explore topics that impact your practice and your profession — today and into the future. More: www.fpsc.ca/Cross-Country-Connection/event-details

> April 20 – 6th Annual PCMA Private Capital Markets Conference (Toronto Board of Trade)
Please join us to interact with leading experts on a range of topics dedicated to helping you grow your business, navigate complex regulatory issues and prepare for the private capital markets opportunities on the horizon, focusing on the Canadian Investors. Register now.

> April 25 – Federation of Mutual Fund Dealers 6th Annual Conference (Carlu, Toronto)
This is a must-attend event if you have any interest in the mutual fund dealer channel of distribution. The agenda will appeal to dealers, advisors, fund company executives, service providers, regulators, legal counsel and compliance professionals. The Federation, the only dedicated voice of mutual fund dealers in Canada, has once again put together a powerful and informative agenda. Curious about the future of the industry? Looking for information about the robo revolution? Where regulators are taking us?  This event is for you. More: www.fmfd.ca

> April 30-May 3 – IMCA Annual Conference (San Diego Convention Centre)
This must attend event is geared towards investment and wealth professionals who need to stay on top of financial regulation, trends, and strategies in order to better serve clients and grow their business. We will help you to look ahead to try to identify what appears to be smooth sailing as well as potential headwinds that could present challenges. Visit our website to check out the exciting lineup and session tracks.  In addition to great content, this also presents a great opportunity to network with other seasoned professionals who are also seeking comprehensive, sophisticated insights. More: www.imca.org/conferences/IMCA-2017-Annual-Conference-Experience

> May 3-5 – Institute for Divorce Financial Analysts National Conference (Orlando, Fla.)
This conference brings together family lawyers, financial planners, and divorce professionals for networking and continuing education. Experts from the forefront of the industry will discuss innovative strategies, practical expertise, and real-world case studies. This event features a keynote address from Michael Kitces of XY Planning Network and sessions on key topics such as gray divorce, building a divorce practice, and perspectives from a family law judge. It's a can't-miss event for anyone working in divorce. More: InstituteDFA.com/Orlando

> May 25-26 – Canadian Funds Summit (Sheraton Centre, Toronto)
Hear from influential executives tackling the hottest topics affecting the investment funds industry including regulatory changes, market volatility, new technologies and much more. Stay tuned for a full agenda. More: www.fundssummit.ca

> May 28-31 – CIFPs 15th Annual National Conference 2017 (Westin, Ottawa)
Claim up to 25 FPSC verifiable CE credits, 20 Insurance credits or 10 IIROC credits. Register today to get the best price! Find out more.

> June 1-2 – Responsible Investment Association Conference (Hyatt Regency, Vancouver)
Attendees have the opportunity to network with leaders in responsible investing, to hear from RI thought leaders and learn about the latest issues, trends and developments in the field. Early bird registration is now open. More: www.eventbrite.ca/e/2017-ria-conference-registration-30095775274

> June 12-13 – STEP Canada 19th National Conference (Metro Toronto Convention Centre)
The 19th National Conference will feature more than 70 sought after senior speakers who will discuss the latest trends and developments in wealth management. Organizers are counting on another record-breaking year as they plan two-days' worth of invaluable, practical, and timely technical material for practitioners in our industry that just simply can't be found at any other event. Parallel streams will allow participants to select sessions that feature the latest developments in trusts and estates as well practical commentary from our panel of experts. Plenary and concurrent sessions will provide practitioners from all disciplines with timely and relevant information that will add value to their practices. Registration opens mid-January 2017.  More: www.step.ca

> July 11 – IFIC Golf Classic (The Club at Bond Head, Beeton, ON)
Tee up your friends and colleagues for a summer gathering that is the signature networking event of the funds industry in Canada. Visit IFIC.ca for more details.

> Sept. 13-16 – IAFP 15th Annual Symposium (Fairmont Winnipeg, Winnipeg)
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. We invite non-members to join us in 2017. More: www.iafp.ca/symposium2017

> Sept. 27 – IFIC Annual Leadership Conference (The Carlu, Toronto)
Canada's pre-eminent event for the mutual funds industry. The Leadership Conference forges engagement between industry and policy makers and features an outstanding line up of expert guest speakers and timely discussion panels. The sessions on offer will draw together the industry's most senior leaders and representatives as they explore the way forward for the fund industry and investors. Visit IFIC.ca for more details.

> Oct. 26 – IIAC Investment Industry Hall of Fame (Delta Hotel, Toronto)
Call for Nominations to open early 2017. Registration information to follow.

> 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. 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.

Photo copyright: stockbroker / 123RF Stock Photo