The FSP Forum is the premier educational meeting for the financial services profession. It focuses on continuing education, with a strong emphasis on advanced, practice-oriented instruction by world class speakers and provides CE credits for the credentials accepted for Society membership. A general session case study features a distinguished panel helping a family sort out a business succession planning problem. Complementing the advanced technical education are eight practice management sessions that provide important information on keeping your practice running smoothly and profitably.

Share the collective wisdom of our multidisciplinary network of credentialed financial professionals in magnificent Montreal.

The Forum offers a choice of over 40 educational sessions in a broad range of financial topics featuring world-class speakers. You will go home with insights that you can immediately apply to your work, and earn CE credits for the credentials accepted for Society membership.Two featured sessions give you the opportunity to hear a panel of leading practitioner-members discuss lessons learned in the management and transitioning of their own businesses. Rounding out the advanced education that is the hallmark of the Society programs are four sessions on practice management, brought to you through a special arrangement with the Million Dollar Round Table.