IAFP SYMPOSIUM 2027
THINK DEEPER.
PLAN SMARTER.
CONNECT BETTER.
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
- 20+ CE Credits
- 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
- Explore highlights from the 2026 Symposium
CE CREDITS
IAFP® | CIRO | MFDA | FP CANADA™ | ADVOCIS
Earn 20+ Continuing Education credits from the IAFP®. We also apply for accreditation from FP Canada™, Advocis, CIRO, and MFDA.
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!
KEYNOTE SPEAKERS
BRIAN PORTNOy
Ph.D., CFA
Brian Portnoy is an expert in the psychology of money, bestselling author of The Geometry of Wealth, and founder of Shaping Wealth, a learning and engagement platform that helps financial advisors develop the human capabilities that make advice more valuable and effective. He is also the creator of Lydia, an AI behavioural coach for financial professionals, and brings 20 years of experience in the hedge fund and mutual fund industries.
Dennis Moseley-Williams
Dennis Moseley-Williams is a customer experience expert and founder of Dennis Moseley-Williams Strategic Consulting. He is also co-founder of the Serious Shift Community for financial advisors, where he helps professionals create more meaningful and transformative experiences for their clients. Dennis is the author of Serious Shift: How Experience Staging Can Save Your Practice, which explores how the experience economy can be applied specifically to the financial services industry.
Dr. Keita Demming
Dr. Keita Demming is an award-winning educator, coach, and strategic advisor who helps leaders turn strategy into action. A partner at The Covenant Group, he works with entrepreneurs, executives, and family-owned enterprises to strengthen decision-making, leadership, and sustainable growth. He is also the author of Strategy to Action: Run Your Business Without It Running You.
CATCH THE EXCITEMENT
HEAR WHAT OTHERS HAVE TO SAY
CONFERENCE COUNT DOWN
As this year’s in-person Symposium sold out, there’s every reason to start planning early for next year’s event. Register by October 31, 2026 and take advantage of the 2027 Advance Registration Rate.
BOOK YOUR STAY
PENTICTON LAKESIDE RESORT & CONFERENCE CENTRE
We’ve secured a room block at the Penticton Lakeside Resort & Conference Centre, situated on the shores of Okanagan Lake in Penticton, BC. This waterfront property pairs scenic lake and mountain views with modern comfort, offering lakeside dining and convenient access to downtown shops and local attractions.
Book your room early and take advantage of preferred IAFP® rates using code: IAFP2027
BOOK YOUR FLIGHT
DISCOUNTED RATES COMING SOON
IAFP® is arranging exclusive airfare discounts for attendees travelling to Penticton for the 2027 Symposium. Details about participating airlines, eligible travel dates and booking instructions will be shared here once confirmed.
Check back for updates before booking your flight.
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THANK YOU TO OUR
2026 SPONSORS
Please email symposium@iafp.ca for 2027 Sponsorship opportunities.
GALA & GALA ENTERTAINMENT
KEYNOTE
MEDIA SPONSOR
PLATINUM
GOLD
SILVER & MARKETING
BREAKFAST & LUNCH
BREAK & VIRTUAL
