Good strategy only matters if you can put it into action.
Dr. Keita Demming brings his perspective on decision-making, leadership and sustainable growth to the 2027 IAFP® Symposium in Penticton.
Register Now: iafpsymposium.ca/2027-event/
Emergency savings can help clients avoid costly debt and unplanned withdrawals when the unexpected happens. Discover why they deserve a more deliberate place in financial planning.
Read more: iafp.ca/planners/articles/20…
What kind of experience are you creating for your clients? Customer experience expert Dennis Moseley-Williams joins us as a keynote speaker at the 2027 IAFP® Symposium in Penticton.
Register Now: iafpsymposium.ca/2027-event/
What makes financial advice truly valuable? Brian Portnoy, Ph.D., CFA, explores the human capabilities that make advice more meaningful and effective.
Hear from Brian at the 2027 IAFP® Symposium in Penticton.
Register Now: iafpsymposium.ca/2027-event/
Asset management is about more than investments. It’s about connecting each decision to a client’s broader goals. Explore why strategy should come before product.
Read more: iafp.ca/planners/articles/20…
Penticton is calling! The 2027 IAFP® Symposium is heading to British Columbia.
Register now to secure your place and take advantage of our lowest available rate before pricing increases.
Register now: iafpsymposium.ca/2027-event/
Financial advice should begin with the client, not the product.
The R.F.P.® Fiduciary Standard reinforces advice guided by clients’ needs, goals and long-term well-being, rather than product sales or outside influence.
Learn more: iafp.ca/planners/about-us/fi…
See you in Penticton!
The 2027 IAFP® Symposium is heading to British Columbia. After this year’s in-person event sold out, now is the time to plan ahead.
Register for 2027 with an exclusive advanced price for a limited time: iafpsymposium.ca/2027-event/
