YOU’VE REGISTERED VIRTUALLY

HERE’S WHAT YOU NEED TO KNOW

Thank you for registering for the virtual experience of the 2025 IAFP® Symposium. While you may not be joining us in Nanaimo, you’ll still enjoy access to a dynamic lineup of speakers, timely topics, and valuable CE credits—all from the comfort of your home or office.

This page includes everything you need to get set up, stay connected, and make the most of your virtual Symposium experience.

GET SYMPOSIUM READY — DOWNLOAD THE WHOVA APP

The Whova App is your all-in-one event hub. It’s where you’ll access the full agenda, stream sessions live, ask questions, and connect with fellow attendees.

  • Watch sessions in real time
  • View speaker bios and session details
  • Participate in Q&As, polls, and chats
  • Network with both virtual and in-person attendees
  • Track your CE credits

Tip: For the best experience, we recommend watching sessions on your computer and keeping the Whova app open on your phone for real-time interaction and networking.

iOS ANDROID

For the Web App on your computer, Click here
Download the Whova Attendee User Guide, Click here.

Be sure to log in early using the email address you registered with to familiarize yourself with the platform and avoid delays on Day 1.

CHOOSE YOUR BREAKOUT SESSIONS

Review the Breakout Sessions and determine which session to watch live. Remember, you can watch the recordings of the other sessions after the event to earn more CE credits!

Wednesday, September 24
Breakout Session  3:25 PM – 4:05 PM

  • The Fellowship of Finance: Structuring Your Path to Maximize Financing and Business Value
  • The Wizards of OZ: Lending in the Shadows of Mount Mortgage
  • Clarity & Balance in Your Investment Portfolios: Traditional / Alternatives

Friday, September 26
Breakout Session  4:05 PM – 4:45 PM

  • Private Mortgage Funds Deconstructed 2.0: The Good, the Bad and the Ugly
  • Ask the Experts: NOW Advisory Model in Action
  • Sound Investments, Real Profits

SYMPOSIUM CASE STUDY SNEAK PEEK

Challenge your thinking with a collaborative case study designed to sharpen critical thinking and elevate client application skills. This is advanced planning in action.

This year’s scenario follows Aragon and Arwen, a retired couple navigating the complexities of estate planning, family dynamics, and legacy decisions. With four very different adult children—each facing unique financial and personal challenges—and a sizable inheritance held in trust, they must strike a balance between their own retirement needs and intergenerational wealth transfer.

Get ready to dive deep into:

  • Debt and disability
  • Trust and succession planning
  • Risk tolerance and emotional decision-making

Read and Download the Case Study

WANT TO SWITCH TO IN-PERSON?

We’d love to see you in Nanaimo! If your plans have changed and you’d like to attend in person, we’ll do our best to accommodate you. And, you may qualify for our early bird rates! Please contact us at symposium@iafp.ca as soon as possible so we can adjust your registration and provide details about accommodations, flight discounts, and optional events.

NEED HELP?

For technical support during the event, use the Help & Support section in the Whova App or contact us directly at admin@iafp.ca.

FREQUENTLY ASKED QUESTIONS

HOW DO I ACCESS THE SYMPOSIUM AGENDA AND SESSION DETAILS?

Download the Whova App (free) and log in using the email you registered with. The app provides access to the full agenda, speaker bios, breakout session sign-ups, and real-time updates.

DO I NEED TO REGISTER FOR BREAKOUT SESSIONS? for breakout sessions?

Yes. Each of the two breakout time slots includes three subsession options, and space is limited. We recommend choosing early to avoid missing out.

CHOOSE YOUR BREAKOUT SESSIONS

HOW DO I EARN CE CREDITS?

You can earn up to 23 CE credits by attending eligible sessions. Be sure to check in through the Whova App for each session you attend. A CE certificate will be emailed to you after the event.