Financial Planning Summit
Event Agenda
2026
Agenda
CE Credits
Hear first-hand from our keynote speakers on best practices in all areas of financial planning including ethics, tax, estate, risk, investment and retirement planning. This event also brings important education credits to attendees- including Professional Responsibility Credits by FP Canada.
See here for
CE REQUIREMENTS
This event is pending approval for CE Credit(s) by The Institute. To be eligible to earn any CE credits from this event, you must:
- Enter your 7-digit Advocis ID on the registration form on Eventbrite when you purchase your ticket.. No CE will be provided if this is inaccurate.
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If you have forgotten your Advocis ID, please click here to recover.
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If you do not have an Advocis ID number please complete this form to request one.
- If you would like to be extended the member pricing, please join.
- All Advocis IDs need to be sent to the Chapter by March 28, 2025.
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For table sales or any other questions, please contact GreaterVancouver@AdvocisChapter.ca with any questions.
*CE Credits are pending approval for this event.