Update 2012 (formerly CFP/CLU Update) - May 10, 2012

Financial Advisors and Planners Professional Practices Review

Education is the key to success in uncertain times - Learn how to protect your practice, serve your clients and grow your business in a volatile economy - and get CE too.

Listen to our experts’ advice on how to deal with the volatile economy. Connect with your fellow practitioners in group discussions organized around a practical case study that will help you put solid recommendations to immediate use in your practice.

The focus of the sessions will be developing strategies to apply to personal and business financial planning for both the advisor and their clients in today’s challenging economic environment.

Read more about Update 2012 and watch highlights from interviews with Update 2012's experts on the National website.

SEMINAR FORMAT:

Seminar and/or Self-Study. You Choose! 12 CE Credits Total!

In addition to a full day of continuing education and professional networking, you also have access to the Update 2012 self-study segment. These online readings further explore the topics presented in the seminar segment.

Part I – Seminar: Earn 6 CE credits for attending a full-day facilitated session with videotaped interviews of experts discussing defined learning areas, plus five case-based exercises that will be introduced for discussion following each interview.

Part II – Self-study Segment: Earn an additional 6 CE Credits for successful completion of an online self-study session which includes a quiz to confirm the learning.

Click here for CE credit information.

View the seminar agenda, presenter bios and flyer for Update 2012.

NEW Webinar Option!

Tired of being stuck in traffic? Not an early riser? Now you can attend the Update 2012 from the comfort of your home or office as it will be broadcast live and online for your convenience. Register to attend by Webinar below (rather than In Person) to utilize this new technology offering. Virtual discussion groups and online polling will be utilized to monitor attendance and provide the same level of interaction as in person attendance. Technical requirements: computer with speakers and high-speed internet connection.

EVENT DETAILS

REGISTRATION

In Person: Non-Seasons Pass holders: Click here to register.

Webinar: Non-Seasons Pass holders: Click here to register.

One Update 2012 event is included for Advanced Series Seasons Pass holders. The fall session will be held on November 8, 2012. Advanced Series Seasons Pass holders can RSVP for the Update of their choice (Spring or Fall) to info@advocisvancouver.ca.

Quarterly Seminar Series and Advisor Series Seasons Pass holders receive a 15% discount on registration for Update 2012. Holders of this pass can register by contacting our office at info@advocisvancouver.ca or 604-941-9657.

If you are attending by Webinar...

Login instructions for this webinar event will be sent to your email address registered through the website. If you have not received login instructions 24 hours prior to the event, please contact the Advocis Vancouver office.

The virtual meeting room will be set up fifteen minutes before the presentation starts so that you may ensure that all of your connections are working properly.

We suggest testing your machine with the link below:

http://na3cps.adobeconnect.com/common/help/en/support/meeting_test.htm

CANCELLATION POLICY

For a refund please provide 48 hours cancellation notice by calling 604.941.9657 or emailing info@advocisvancouver.ca. No Shows will be billed unless 48 hours cancellation notice is given.