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
Early Bird Pricing Ends June 30, 2025
LIVE EVENT: SAVE $300
Members:
Regular: $1,245 plus tax
Early Bird: $945 plus tax
Non-Members:
Regular: $1,445 plus tax
Early Bird: 1,145 plus tax
VIRTUAL EVENT: SAVE $100
Members:
Regular: $695 plus tax
Early Bird: $595 plus tax
Non-Members:
Regular: $795 plus tax
Early Bird: $695 plus tax
Speakers
Joy Lere
Peter Bowen
Julia Chung
Rod Burylo
BOOK YOUR STAY
We have secured a room block at the Coast Bastion Hotel. Overlooking Georgia Strait, this is a premier hotel with facilities to suit all travellers. Enjoy the convenience of staying at a downtown Nanaimo hotel and take in the beautiful ocean view from each and every guest room!
Don’t delay. Reserve now to avoid disappointment.
WANT TO EXTEND YOUR STAY? We have secured before and after event rates.
Contact our Symposium Coordinator at Symposium@iafp.ca
BOOK YOUR FLIGHT
Should you wish to book directly through a travel agent, please use these coupon codes:
Guest Web / Travel Agent Web: 5K3I7LH
Travel Agent GDS only: YBP84
We have secured discounted airfare rates through WestJet for flights into
Nanaimo 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 16th to October 4th, 2025
To take advantage of this offer, please click the link below:
PRE-SYMPOSIUM GOLF AT NANAIMO GOLF CLUB
Kick off your Symposium experience with a scenic round of golf at the renowned Nanaimo Golf Club—a stunning semi-private course nestled above Departure Bay with panoramic ocean views and lush greenery.
We’ve reserved five tee times for groups of four exclusively for Symposium attendees. After your round, unwind with fellow golfers over drinks and dinner on the patio—five tables have been set aside just for us.
18 HOLES – $115 + GST PER PLAYER | GOLF CART – $53 + TAX | CLUB RENTALS – $40 (LIMITED SETS AVAILABLE)
SPOTS ARE LIMITED! BOOK TODAY.
Private Whale Watching Tour – Limited Spots!
Cap off your Symposium experience with an unforgettable private whale watching tour off the coast of Vancouver Island. Join Vancouver Island Whale Watching for a 4-hour adventure guided by expert mariners and researchers who know these magnificent whales by name.
With only 12 spots available at $175 per person, this exclusive tour offers an up-close, sustainable encounter with BC’s incredible marine life, along with deep insights into the whales and the rich Salish Sea ecosystem.
THE PERFECT WAY TO WRAP UP YOUR WEEK—BOOK EARLY TO SECURE YOUR SPOT!
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
2025 FINANCIAL PLANNING AWARDS
CELEBRATING EXCELLENCE IN FINANCIAL PLANNING
The countdown is on! The Financial Planning Association of Canada (FPAC) and the Institute of Advanced Financial Planners are proud to celebrate Canada’s top financial planners. This national awards program shines a spotlight on professionals who exemplify ethical, client-focused advice, technical expertise, and innovative strategies.
The winner will be revealed live at the IAFP Symposium in Nanaimo this September—stay tuned as we recognize the outstanding work shaping the future of financial planning in Canada.
