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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.

> April 5 – 10th Annual Spring Pension Conference (Toronto Region Board of Trade)
CFA Society Toronto welcomes some of North America’s top pension experts addressing the current challenging investment environment, best practices and tools to provide you with the insights and background for management of today’s investment portfolios. Register online.

> April 9 – Canadian Energy in a World that Hates Emissions, but is Addicted to Hydrocarbons (CFA Society Toronto, Toronto)
We are pleased to bring together experts from the buy side, the sell side and an ESG ratings firm to do a deeper dive into how to evaluate the E in ESG risks within the Oil & Gas Sector. Click here for more info.

> April 16 – Corporate Tax Changes: The Facts, the Myths and the Remaining Uncertainty (CFA Society Toronto, Toronto)
Are you familiar with the changes in taxation which can affect your client outcomes?. Click here for more info.

> April 19 – Shareholder Activism: When Shareholders Come Knocking (National Club, Toronto)
Shareholders are taking greater actions in exercising their rights. How prepared are you to respond to their evolving needs? Click here for more info.

> April 19 – Advanced Portfolio Construction Workshop (Toronto Marriott, Toronto)
This complimentary workshop is for financial advisors who are interested in learning how to design better portfolios for institutional and individual clients, applying concepts and techniques taught in the Certified Investment Management Analyst (CIMA) certification program. More: investmentsandwealth.org/toronto

> April 24 – Re-imagine Your Career (CFA Society Toronto, Toronto)
The program is designed to give participants an in-depth understanding of the key components of career decision making. It provides the participants with an overview of each component in a manner that is relevant to their own current position and career path.. Click here for more info.

> April 24 – Federation of Mutual Fund Dealer’s 7th Annual Conference (The Carlu, Toronto)
If you can attend one event this year — this is the one! Better than ever keynote, speakers, panelists. More: The Challenge of Change.

> April 25 – IFB Alberta Spring Summit (Coast Plaza Hotel and Conference Centre, Calgary)
IFB brings seasoned professionals and industry experts face-to-face with independent brokers at our Alberta Summit. Brokers can hear from individuals and organizations that stay on top of the latest developments in financial services. More: https://ifbc.ca/current-summits-and-events/

> May 6-9 – 2018 Investments and Wealth Annual Conference Experience (Nashville, Tenn.)
During the Annual Conference Experience — ACE Nashville — find award-winning academics, trend setters, and highly acclaimed thought leaders who deliver advanced education pertinent to your real-world needs. Choose from six different tracks — investment management, wealth management, advanced business strategies, retirement management, institutional consulting, or the art of wholesaling. Register online.

> May 6-9 – 2018 IDFA National Conference (Denver Marriot Tech Center, Denver, Co.)
The 2018 IDFA National Conference is the definitive gathering of CDFA professionals and others who work in the divorce niche. Thought leaders and industry experts will come together 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. With a broad mix of technical discussions and case studies, the conference will offer an all-encompassing look at CDFA work. Register online.

> May 16 – 2018 Annual Wealth Conference (Arcadian Loft, Toronto)
The industry’s top leaders join us on March 16 to share their latest insights and updates in private wealth management. This year’s conference will guide practitioners beyond their traditional comfort zone and provide the tools for developing creative solutions to exceed client expectations in today’s competitive environment. Click here for more info.

> May 16 – IFB Winnipeg Regional Event (Victoria Inn Hotel & Convention Centre, Winnipeg)
IFB’s Winnipeg Regional Event offers financial brokers valuable continuing education credits, seminars on the latest industry developments, and a chance to meet other brokers from around the region. Plus, financial services companies will be showcasing their products and services in the exhibit area. More: https://ifbc.ca/current-summits-and-events/

> May 17 May – Financial Market Outlook: Is This the End? (Albany Club, Toronto)
A panel of market strategists will tackle the key questions of the day, including whether the post-crisis era of happy financial markets might now be grinding to a halt. The business cycle is aging, central banks are tightening, inflation is finally rising and volatility is no longer low. Does that close the book on rising equities, or might there be another leg higher? Against a backdrop of U.S. tax cuts, protectionism and an increasingly assertive China, this session seeks to answer the key market and macro questions of the day. Click here for more details.

> May 30-31 – IFB Toronto Spring Summit (The International Centre, Mississauga, Ont.)
Further your understanding of the financial services landscape by hearing from speakers and organizations that know the latest developments in the industry. IFB’s Toronto Summit gives you a chance to earn valuable CE credits, take in informative presentations, and network with other financial services professionals. More: https://ifbc.ca/current-summits-and-events/

> June 4-5 – 2018 RIA Conference (Hyatt Regency Toronto, Toronto)
Join over 400 attendees at the premier event in Canada for responsible investment professionals. The conference offers attendees the opportunity to network with leaders in responsible investing, to hear from ESG specialists and thought leaders, and to learn about the latest issues, trends and developments in the field. This event will be eligible for CE credits from IIROC, FPSC and The Institute for Advanced Financial Education. More: https://riaconference.ca/

> June 7 – The Future of Alternatives: Disruptive Trends Impacting Private Asset Classes (18 York St., Toronto)
Emerging technology and paradigm shifts in user behaviour are creating new investable markets while disrupting existing companies at a rapid pace. Learn more about how experts in private alternative asset classes such as Private Equity, Real Estate, Infrastructure and Agriculture are addressing risks and opportunities from disruption and innovation when assessing future investment opportunities. Click here for more details.

> June 10-13 – CIFPs 16th Annual National Conference 2018 (Halifax)
Claim up to 25 FPSC verifiable CE credits, 20 Insurance credits or 10 IIROC credits. Register online today to get the best price.

> Sept. 18 – IFB Ottawa Regional Event (Infinity Convention Centre, Ottawa)
IFB’s Ottawa Regional Event offers financial brokers valuable continuing education credits, seminars on the latest industry developments, and a chance to meet other brokers from around the region. Plus, financial services companies will be showcasing their products and services in the exhibit area. More: https://ifbc.ca/current-summits-and-events/

> Sept. 26 – IFB Saskatoon Regional Event (TCU Place – Saskatoon’s Arts & Convention Centre, Saskatoon, Sask.)
Earn continuing education credits, speak with financial services experts, and meet fellow brokers in your area. IFB’s Saskatoon Regional Event is a one-day education event that offers a range of presentations and an exhibit area showcasing companies that are looking to help bolster your business. More: https://ifbc.ca/current-summits-and-events/

> Oct. 23 – BC Fall Summit (River Rock Casino Resort, Richmond, B.C.)
Strengthen your knowledge of the Canadian financial services sector while meeting industry experts and other advisors like you. IFB’s BC Summit offers networking opportunities, continuing education credits, and exhibits from companies looking to do business with you. More: https://ifbc.ca/current-summits-and-events/

> Nov. 7-8 – IFB Toronto Fall Summit (The International Centre, Mississauga, Ont.)
Further your understanding of the financial services landscape by hearing from speakers and organizations that know the latest developments in the industry. IFB’s Toronto Summit gives you a chance to earn valuable CE credits, take in informative presentations, and network with other financial services professionals. More: https://ifbc.ca/current-summits-and-events/

> Nov. 11-14 – 15th Annual Distinguished Advisor Conference (Quebec City)
Take a more strategic look at the new issues that shape tax and economic policy in Canada and what they mean for wealth management professionals and their clients. Earn up to 15 CE/CPD Credits. Register today to get the best price.

> Nov. 20 – IFB Alberta Fall Summit (Coast Plaza Hotel and Conference Centre, Calgary)
IFB brings seasoned professionals and industry experts face-to-face with independent brokers at our Alberta Summit. Brokers can hear from individuals and organizations that stay on top of the latest developments in financial services. More: https://ifbc.ca/current-summits-and-events/