Mark Your Calendar: Inaugural MFA-P™ Symposium on October 30

The inaugural MFA-P Symposium will be held in Toronto on October 30th, 2024. You’ll experience six dynamic sessions from industry leaders designed specifically to help advisors engage their clients about strategic charitable giving. It’s an opportunity to meet peers and industry leaders who can help you build your business.

Register here!

Check out the detailed agenda as it unfolds on the official symposium website and learn more about the thought leadership sessions.

Location:  CI Wealth Offices, 15 York Street, Toronto

Time:  7:30 am to 12:00 pm

Who Will Attend?

• MFA-P Graduates
• Advisors interested in learning more about the MFA-P program
• Advisors keen on learning more about strategic charitable giving

Cost:

• $195 + HST for MFA-P holders (or those enrolled in the program)
• $349 + HST for other attendees

New to the MFA-P™?

This is a great opportunity to enrol in the program, and access MFA-P™ rates for the conference as you earn new specialized credentials in strategic philanthropy.

The three online courses in the program focus on teaching advisors to develop plans with individuals and families looking to support their favourite charities in a strategic fashion, using a practical approach featuring real-life case studies and cutting-edge calculators and a
comprehensive online research library to stay up-to-date with tax changes.

The MFA-P™ is designed to help advisors incorporate strategic charitable giving into their client conversations. There are many reasons to discuss philanthropy with your clients:

• Charitable giving is an important part of holistic financial planning, including estate planning.

• It is an opportunity to get to know your clients on a deeper level by understanding their values and an easy way to reach out to your clients’ extended families including their children and grandchildren.

• You can help to structure charitable gifts in a simple but effective way and help your clients realize their philanthropic goals while maintaining the integrity of their investment, estate, and tax planning strategies.

• Advisors who connect family values and history as part of a long-term wealth management approach will be well-equipped to address increasing concerns clients have to make a difference in today’s world of heightened social awareness.

• All professional advisors interviewed in a 2014 Canadian survey entitled The Philanthropic Conversation agreed that having incorporated philanthropy into their practice has strengthened and solidified their business. It is not only the right thing to do; it is unequivocally good for your clients and your practice.