2011 Advanced Personal Financial Planning Conference |
 | November 7-8, 2011, Toronto, ON
CAs in traditional practices and in wealth management firms serve clients in a variety of important ways. This conference included technical sessions covering the latest and most relevant topics, while exploring strategies that will enable practitioners to provide superior client service. |
Who Attended:
- CAs who provide wealth management and financial planning services in a traditional accounting firm or boutique organizations
- CFPs and other wealth management and financial planning professionals
Topics Included:
- Emerging issues in wealth management and financial planning opportunities
- The latest tools in providing estate, tax, retirement, risk management and investment planning advice to individuals, families, and closely held entities
- Advisory opportunities on succession planning, insurance, retirement and eldercare
- Strategies for business development, superior customer service, and client relationship management
- Other effective practice management techniques including mediation, knowing your fiduciary responsibility, building an effective team, and developing relevant analytical skills and performance metrics for the practice
The complete conference includes the following audio synchronized to PowerPoint presentations...
- Financial Literacy for Canadians
- Fiduciary Responsibility: A Global Revolution or Evolution?
- Walking the Tight Rope - A Scan of the Regulatory Landscape
- The Evolution of Personal Financial Planning: Running a Successful Personal Financial Planning Practice
- Adapting to a Changed Environment: Managing HNW Relationships in the Post-Crisis Era
- Coping with Irrationality: Behavioural Finance Lessons for Investors and Advisors
- Helping Family Businesses Grow and Maintain Wealth
- Is Offshore Dead?
- The Income Tax Implications of Investing
- The 10 Questions Answered by Your Client's Investment Policy Statement
- Structuring HNW Assets & Liabilities: Lessons Learned from Pension Plan Managers
- Options and Opportunities for Careers in Wealth Management
- How is my Client's Portfolio Doing?...and What Should I Advise My Client to do about It? - Plain English Advise for Helping Clients Grow Their Wealth in the Markets
- Understanding Insurance Products & Their Role in Financial Planning
- Use of Trusts for Tax and Estate Planning
- The Evolution of the Charitable Foundation as a Financial Planning Tool
- Selecting a Money Manager - Giving Diligence its Due
- Advanced Insurance Strategies
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