WELCOME
Spend some time networking with some truly advanced financial planners, study technical subjects related to financial planning at an advanced level, and have some fun while you’re at it – our Symposium has it all.
We are excited to offer both an in-person and a virtual Symposium again this year with an excellent lineup of speakers and the same great content you have come to expect. The three and a half day Symposium will include Case Study specific presentations, Round Table discussions, Q&A with the Speakers, an Interactive Trade Show, connection opportunities with other attendees and Game Challenges where you can win an assortment of prizes.
WHY ATTEND
- 23 CE Credits including 2 available FP Canada™ Responsibility Credits and qualify for IIROC Compliance credits too
- An excellent lineup of speakers
- Networking
- Round Table Discussions
- Interactive Q & A opportunities with Industry leaders
- Case Study specific presentations
- Tradeshow
- Gala dinner and entertainment
REGISTER NOW CHECK OUT OUR 2024 EVENT
CE CREDITS
IAFP® | IIROC | MFDA | FP Canada™ | Advocis
Earn over 23 Continuing Education credits from IAFP®, FP Canada™ and Advocis + approximately 19 IIROC and MFDA credits. Qualify for 2 Responsibility credits and 1 IIROC Compliance credit as well.
Continuing your education and upholding your professional license has never been this easy or enjoyable! The best part? If you require additional credits, our breakout sessions will be recorded to watch at a later date, and they also qualify for additional credits!
REGISTER NOWDOWNLOAD THE EVENT APP
Get the most out of the IAFP® Symposium, by downloading our Event App!
- Navigate the Symposium with ease
- Real-time Event Updates
- Interact with Speakers
- Network & Connect
- 100% Free
For Blackberry or Windows Phone, Click here
For the Web App on your computer, Click here
Download the Whova Attendee User Guide, Click here.
CONFERENCE
COUNTDOWN
3 DAYS – 20 SPEAKERS – 23+ CE CREDITS
VIEW FULL AGENDA
Mountain Time Zone
THIS YEAR'S CASE STUDY
REGISTER NOW
23RD ANNUAL IAFP SYMPOSIUM
September 24 – September 27, 2025
Take advantage of this limited time In-Person pricing:
$850 for both members and non-members!
But only until December 31st!
Speakers
Amanda Richards
Brian Portnoy
Peter Bowen
Dr. Mark Soth
SORRY THE ROOM BLOCK IS NOW FULL
We have secured a room block at the Hilton Lac-Leamy Hotel. The rooms have Lake views with complimentary WiFi, and the hotel offers free onsite parking, an indoor swimming pool, a fitness room, plus many more amenities.
Don’t delay. Reserve now to avoid disappointment.
Room Block Ends August 28th
CALL FOR RESERVATION: Participants may call the toll-free reservations line at 1-866-488-7888 and request our group rate using code CABF
BOOK YOUR FLIGHT
We have secured discounted airfare rates through WestJet for flights into
Ottawa International Airport.
WestJet will offer 5% off Econo and 10% off EconoFlex and Premium fares for travel within Canada and 2% off Econo, 5% off EconoFlex and 10% off Premium base fares for guests travelling Trans-border. No discount will apply to Basic or Business class bookings.
The travel period extends from September 18th to October 5th, 2024
To take advantage of this offer, please click the link below:
Should you wish to book directly through a travel agent, please use these coupon codes:
Guest Web / Travel Agent Web: 9Z7H2ZX
Travel Agent GDS only: YBM13
ENTERTAINMENT - LET THE FARCE BE WITH YOU
Join us for the grand finale of the IAFP® Symposium, Murder Mystery Dinner followed by our Speakeasy Lounge, a great place to network — an unforgettable gala event on September 27, 2024.
The (RRSP) The Rebellious Revel Strategic Partnership, are meeting to throw a surprise party for Duke Skyjockey on the anniversary of his escaping from the dull backwater of Ratta-toonie, cunningly disguising the party as a symposium for financial planners. However, the Amperor of the (TFSA) Tyrannical Farce Suppression Ampire, has crashed the party and arrested all of the guests.
Join Dark Skater, Duke Starjockey, Princess Labia, Hand Solo and his sidekick Gooey, and Amperor Palpitation for an evening of mysterious audience-interactive comedy, that will be sure to tickle you through “or in” the Farce.
Presented by: Murder by Appointment
Tickets for this optional event are available when you register for the Symposium
