Advanced Personal Financial Planning (PFP)

Mon, June 7 – Wed, June 9

Cutting-edge financial planning strategies

Deepen your ability to offer top tier financial planning advice, hear the latest in-depth technical and practice management best practices, and takeaway what you need to be an invaluable resource for your clients and their future.

Register today

Your clients are relying on your insights to be prepared for whatever the future holds.

The Advanced Personal Financial Planning focus area keeps you up-to-date with the latest practical information and guidance from the sharpest minds in the profession. Your peer-community curated an agenda that focuses on pertinent topics to help your clients make important decisions. ENGAGE 2021 has partnered with CPA Canada to develop a unique Advanced Personal Financial Planning focus area with insights on industry leading content and exceptional speakers.

Evolve your planning acumen with:

Technical topics in the core areas: tax, retirement, estate, risk management and investments
Trending approaches to managing and growing your practice
Opportunities to grow your community with personal financial planning peers from across the profession

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Can't-miss sessions

To be announced

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Who Will Be There

CPAs and CPA/PFS credential holders
Financial planners, CFP® certificate holders, CFA charter holders, Certified Investment Management Analysts (CIMA)
Tax and estate planning attorneys
Insurance and risk management professionals
Registered investment advisers

Use your All Access pass to access these other focus areas within ENGAGE

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Advanced Personal Financial Planning (PFP)

Mon, June 7 – Wed, June 9

Cutting-edge financial planning strategies

All-Access Pass gives you more!

Your clients are relying on your insights to be prepared for whatever the future holds.