Privacy Policy

At the Institute of Advanced Financial Planning (IAFP), we respect and protect the privacy of our members and those who use our website and our services. This privacy statement provides details about how your personal information is collected and used.

Personal information is any information that identifies you or would enable someone to contact you, such as your name, email address, phone number and other non-public information that is associated with the foregoing. This privacy statement applies to the IAFP Symposium website.

Information Collection and Use by Us

We will not sell, share, or rent this information to others in ways different from what is disclosed in this privacy statement. We may obtain information that is provided during any voluntary or mandatory registration process, online payment transaction, request for technical support, when you call or email us, or when you visit our website. We collect information only as necessary to fulfill the purposes set forth in this privacy statement.

We keep track of activity on the IAFP Symposium website using log files stored on our web servers. We collect information, such as IP address, browser type and version, and pages you view. We also keep track of how you got to our website and any links you click on to leave it. We may gather information about any device or other methods of communication you use to interact with the website, and we gather aggregated tracking information regarding overall usage of the site, including tallies of page views. We may use this information to assist us in offering statistical data, to assist you with technical support, to diagnose problems with our server, to administer our website, to improve our products and services and do a better job of marketing them, or to tailor our product and service offerings to you.

Security and Privacy

We employ reasonable technical, administrative and physical safeguards to protect the confidentiality and security of your personal information. We use industry-recognized technical safeguards, such as firewalls, and have adopted and implemented security procedures to protect your information from loss, misuse or unauthorized alteration. We do not collect financial account information, such as credit card numbers, directly. The security of your payment information is the responsibility of our payment system through the use of their encryption protocols.

Notwithstanding our efforts, we cannot guarantee absolute or unqualified protection of this information given the open nature and resulting instability of the Internet and World Wide Web, and we make no representations or warranties as to the effectiveness of our security and assume no liability for security breaches or any failure in the security of your computer equipment, your internet service provider or other networks and communications providers.

Sharing of Information

We will never sell or rent your personal information to third parties for their use without your consent. If you accessed the IAFP Symposium website in connection with a solicitation from one of our partners, we may share your information with the partner and the partner may share related information with us. Occasionally, we enter into contracts with third parties so that they can assist us in servicing you (for example, providing customer service). Our contracts with such third parties prohibit them from using any of your personal information for any purpose beyond the purpose for which they were engaged, including for their own purposes, and they are required to maintain the confidentiality of the information we provide to them. We may also share non-personally-identifying information in the aggregate with third parties, such as the media, industry observers, potential customers or partners. For example, we may disclose the number of users that have been exposed to, or clicked on, our website.

By registering as an attendee/participant of the IAFP Symposium, we have the right to allow our event sponsors access to your contact information for solicitation purposes as part of their signed sponsorship agreement. You may, at your discretion, opt out of any or all email communications from 3rd party sponsors by unsubscribing from their database.

If we are involved in a merger, acquisition, a sale of all or a substantial portion of our assets, or other similar transaction, your information may be transferred as part of that transaction. We will notify you by email and/or a prominent notice on our website of any such transaction and the choices you may have regarding your information.

We may disclose your personal information to courts, law enforcement authorities and/or other relevant third parties, such as internet service providers, when such disclosure is necessary or advisable, in our sole discretion, to conduct an investigation, respond to a third party or law enforcement subpoena or court order, bring legal action or pursue other relief when you or a third party are or may be: (a) violating our terms and conditions of use; (b) causing injury or other harm to, or otherwise violating our property or other legal rights, or those of other users or third parties; or (c) violating any applicable law.

Cookies and Web Beacons

We use a variety of technologies on our Sites. Among these are cookies: a text-only string of information that a website transfers to the cookie file of the browser on your computer so that the website can remember your browser in the future. A cookie will typically contain the name of the domain from which the cookie has come, the “lifetime” of the cookie, and a value, usually a unique number. When you visit our sites, open our email, encounter our services online (including on one of our members’ websites), or click on one of our banner ads or videos, we or an authorized third party may send you a cookie.

Cookies may be used by us in many ways: they allow us to verify the login status of customers using products or services linked directly with our Sites, track point of entry to point of registration for those users participating in our affiliate signup programs, and track and measure the success of a particular marketing campaign, and to provide you with more relevant content. Cookies also allow us to track overall site usage and determine areas users prefer, as well as enable us to make your visit to our website easier by recognizing you when you return and help to provide you with a customized experience.

Information gathered through the usage of a cookie is not linked to any personally identifying information, unless you become a trial or paying customer of ours. Once you submit personally identifiable information on our Sites (for example, by signing up for a seminar, webcast or white paper), we may link such information with cookies or other identifiers that are associated with your visit(s) to our Sites. You have the ability to accept or decline cookies by modifying the settings in your browser. If you choose to disable cookies, you may still use our Sites; however, you may have limited access to some areas within our Sites or a different experience.

Some of our web pages, emails, and other online content may contain electronic images provided by us or authorized third parties known as web beacons, also known as single-pixel GIFs, which are invisible graphical images. These web beacons allow us to count users who have visited our Sites, seen our ads, or opened our email, and to track whether messages are shared using our social share features and, once shared, whether these messages are opened by the recipient. In addition, when you click on a link in an email, we record this individual response to allow us to customize our offerings to you. Web beacons collect only limited information, such as a cookie identifier, time and date of a page being viewed, and a description of the page on which the web beacon resides. Web beacons cannot be declined when delivered using a regular web page, but they can be refused when delivered by email. If you do not wish to receive web beacons by email, you will need to disable HTML images or refuse HTML (select Text only) emails via your email software.

We may from time to time engage third parties to track and analyze information about your activity on the website, including data gathered by cookies or web beacons. For example, we use Adobe® SiteCatalyst® and Adobe® Test&Target® to improve our website performance, to run tests on the effectiveness of our website and marketing efforts and to improve user experience. All such data is only used for the purposes described in this section. We may share non-personally identifying information with third parties, such as the media, industry observers or potential customers or partners.

Accountability

If you have questions or concerns regarding this privacy statement, you should first contact us at information@iafp.ca

Notification of Changes

We reserve the right to modify this privacy statement at any time, so please review it frequently. If we decide to change this privacy statement in any material way, we will notify you here, by email, or by means of a notice on theIAFP Symposium website so our users are always aware of what information we collect, how we use it and under what circumstances, if any, we disclose it. For major changes in how we use personally identifying data, we will provide advance notice. In all cases, your continued use of our website constitutes consideration and your binding acceptance to any such changes.