UPDATE 2025

Why Attend?

Stay Ahead of the Curve

Gain real-world insights with advisor-led scenarios and practical takeaways.

Choose Your Format

Join virtually or in person — flexible options with tiered pricing to suit your needs.

Professional Edge

Timely topics, relevant discussions, and tools to grow your practice in 2025.

Update 2025 explores strategies to safeguard your client’s assets, support their retirement goals and estate plan, and maximize their financial security. Individuals who register for an Update 2025 chapter run seminar or National Webinar also receive access to the Advanced Learning Modules available online.

Protect | Plan | Optimize

The future is only as strong as the foundation it’s built on. In today’s post-COVID, high inflation, and insecure job environment, clients are experiencing high levels of financial stress. Building a secure foundation is now more challenging than ever. Professional financial advisors and planners are uniquely positioned to help Canadians navigate these turbulent waters. Update 2025 explores strategies to safeguard your client’s assets, support their retirement goals and estate plan, and maximize their financial security. You’ll also learn best practices to help clients optimize their retirement income and refine your practice to secure your own financial future.

Earn 15 CE Credits

Get 6 CE credits by attending Update 2025, plus 9 CE through on-demand Advanced Learning Modules.