Industry News

Helping advisors find opportunities for accredited continuing education

By IE Staff |

Photo copyright: stockbroker / 123RF Stock Photo

Updated May 1.

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


> 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:

> 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:


> May 9 New – The Future (if any?) of embedded commissions (Torys, 79 Wellington St. W., 33rd Fl., Toronto)  For compliance and legal professionals
John Mountain and Michelle Alexander will have an breakfast session (moderated by John Fabello) in which they will explore the past, present and possible future of embedded commissions, including the status and implications of CSA Consultation Paper 81-408: Consultation on the Option of Discontinuing Embedded Commissions. This promises to be a lively and dynamic session covering regulator and industry perspectives on this current and evolving issue and its practical impact for dealers and compliance professionals. More:

> 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:

> 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:

> 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:

> 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 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:

> 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 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 for more details.

Photo copyright: stockbroker / 123RF Stock Photo