Update 2011 (formerly CLU/CFP Update) - November 17, 2011

Scroll down to register

Boost your bottom line with the latest in practice trends, insights and ideas.

Financial Advisors & Planners Professional Practices Review. If you're advising high net worth clients with complex investment, estate, business and tax needs, Update 2011 is for you.

Session Format
Seminar and/or Self-Study. You Choose! 12.5 CE Credits Total!

Part I - Seminar: A full-day facilitated session with expert video interviews covering each learning area and 5 case studies. Advance access to the cases is available upon registration. Earn 6 CE credits (based on full-day attendance).

Part II - Self-study: Earn an additional 6 CE credits upon completion of a quiz based on a series of readings aligned with the learning areas discussed in the Seminar.  Available online until March 31, 2012.

Click here for CE credit information.

View the seminar agenda and presenter bios for Update 2011 here.

PRICE
Members: $179 + tax
Non-Members: $250 + tax
HST # 128563152

Date and Time

November 17, 2011

8:30 am - Registration and Hot Buffet Breakfast
9:00 am to 5:00 pm - Session
Lunch will also be provided

Location

Eaglequest Coyote Creek Golf Course
7778 152 Street
 Surrey, BC
Please click here for map. 

Registration

Click here to register.