Enhancing the professionalism of financial advisors in the best interests of the consumer

Ottawa Chapter

 Upcoming Event Registration

Making Choices III with CFP Ethics credit

Making Choices III is a new offering from Advocis National, and offers the much sought after CFP ethics credit (1.5 CE) for attending this event.

CFP® Professionals and FP Canada Level 1® Certificants in Financial Planning must meet FP Canada's Professional Responsibility continuing education requirement.

Making Choices III: Ethics and Professional Responsibility in Practice reviews the FPSC Standards of Professional Responsibility and through the completion of three case studies, the learner is able to put into practice the knowledge gained through the review.

Refreshments and healthy snacks (fruit, trail mix, etc.) will be provided.  Parking and WIFI are free onsite.



Part 1






·         Registration, Networking Introduction

·         Ethics and Values

·         FP Canada Standards of Professional Responsibility

·         Ethical Dilemmas

·         Common Advisor Justifications

Short Break


Part 2 - Apply Your Knowledge


3 Case Studies:

·         Group Discussion – Dilemma  (20 minutes)

·         Group Discussion – Rationale (20 minutes)


Part 3 - Quizzes



·         3 Quizzes (5 minutes per quiz = 15 minutes total)

·         Feedback/Rationale (5 minutes per quiz = 15 minutes total)

·         Wrap Up for 3:30

 Pre-registration is required, so REGISTER TODAY by selecting the REGISTER button and go through the registration process. There is a price increase two days before the event, so register early.

Making Choices III hosted by

& our

2020 Platinum Sponsor


Thursday, March 12, 2020

Jacques Duplain CHS, EPC
 Officers and Directors
First Vice President
Erin Meisner CHS
Second Vice President
Benjamin Agbogwu CIM, FCSI, MBA
Jodi Bodkin CHS
Membership Chair
Laetitia Kearney
Program Chair
Frank Porreca CHS, CFP
Professional Development Chair
Erin Meisner CHS
Public Awareness Chair
Communication Chair
Gregory Porteous CHS
Best Practices Chair
Professional Conduct Chair
Jodi Bodkin CHS
Advocacy Chair
David McGruer CFP®
Financial Literacy Chair
John Saikaley CHS
Institute Representative
Ali Pahlavani CFP, CLU, CHS, MBA
Sponsorship Chair
John Saikaley CHS
GAMA Representative
Totem Pole Chair
Past President
Janice McFarlane CFP, CLU, CHS
Kristan Birchard CLU, CH.F.C.,TEP
Ian Wilson CFP
Ann Gregory
 Contact Information
Ann Gregory
(613) 594-8700