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.

Two general sessions will be featured, one to open and one to close the conference. Both designed to offer the best in Continuing Education. The opening CE General Session will focus on Legislative issues, what’s hot and what’s not under the current legislative environment. Included will also be a session on Ethical practices in Financial Planning.

The closing CE General Session will focus on one of the most important topics of the day, Annuities in Retirement. Both General Sessions will feature the very best experts on their respective topics.

New This Year: A Company Option!
Companies can now rent any of these online education sessions for one year, unlimited use, on their internal website or home page. For additional information on this option contact Tony Smith at the Society at (610) 526-2533 or tsmith@financialpro.org.

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.