This year's Symposium is specifically designed for CFP® professionals. You'll complete a full day's worth of Continuing Education credits focused entirely on honing both your emotional intelligence and technical skills.
The agenda features a stimulating lineup of provocative presentations, earning you a total of 5.25 FPSC-approved CE Credits (4.5 Financial Planning Credits and 0.75 Practice Management Credits).
Registration is now closed.
Theme: Beyond the Numbers
There is clear evidence that Canadians are increasingly challenged around their financial futures. The majority of Canadians are not getting the financial planning help they need. The value of planning is that it addresses the whole person – which means a need for high technical know-how and high emotional intelligence to relate to our clients and to regulate ourselves.
Details at a Glance
Agenda at a Glance
|Breakfast & Registration||7:30 am - 8:30 am|
|Introduction & Welcome||Lisa Pflieger, Chair, FPSC Board of Directors||8:30 am - 8:35 am|
|Key Messaging from FPSC's
President & CEO
|Cary List, President & CEO, FPSC||8:35 am - 8:50 am|
|Emotional Intelligence||Maurice Elias, Professor of Psychology,
|8:50 am - 9:50 am|
|Break||9:50 am - 10:05 am|
|Negotiating Memory's Slippery
|Dr. Karen Van Zino, MD||10:05 am - 11:00 am|
|Truly Knowing Your Client||Mitch Anthony, President, Advisor
|11:00 am - 12:00 pm|
|Lunch||12:00 pm - 1:00 pm|
|Why Ethics?||Chuck Gallagher||1:00 pm - 1:50 pm|
|Ethics & Standards Case
|Leona Tranter, Director, Standards and
Corina Weigl, Partner, Fasken Martineau
|1:50 pm - 3:00 pm|
|Break||3:00 pm - 3:15 pm|
|Differentiating Your Designation||Leo Pusateri, President & CEO, Pusateri
Consulting and Training
|3:15 pm - 4:05 pm|
|Wrap Up||Cary List, President & CEO, FPSC||4:05 pm - 4:15 pm|
Note: Hotel Rooms
To reserve a bedroom at the Old Mill Inn please email Liz Ptak Manager, Events at firstname.lastname@example.org. Book your rooms prior to November 4th to access a special rate of $225 single/double occupancy per night plus applicable taxes. The Old Mill has a limited number of rooms, so be sure to email us and reserve early.
To secure complimentary parking at the Old Mill, a parking pass is required in the dashboard of your front windshield. Click here to download and print your parking pass.
|Old Mill Parking Pass.pdf||39.38 KB|