Difference between revisions of "CIFPS-AFP"

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(Overview)
(Polling)
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* [https://www.surveymonkey.com/s/cifps01 Poll 1:]
 
 
[[File:CIFPS_01.png]]
 
[[File:CIFPS_01.png]]
  
* [https://www.surveymonkey.com/s/cifps02 Poll 2:]
 
 
[[File:CIFPS_02.png]]
 
[[File:CIFPS_02.png]]
  
* [https://www.surveymonkey.com/s/cifps03 Poll 3:]
 
 
[[File:CIFPS_03.png]]
 
[[File:CIFPS_03.png]]
  
* [https://www.surveymonkey.com/s/cifps04 Poll 4:]
 
 
[[File:CIFPS_04.png]]
 
[[File:CIFPS_04.png]]
  
* [https://www.surveymonkey.com/s/cifps05 Poll 5:]
 
 
[[File:CIFPS_05.png]]
 
[[File:CIFPS_05.png]]
  
* [https://www.surveymonkey.com/s/cifps06 Poll 6:]
 
 
[[File:CIFPS_06.png]]
 
[[File:CIFPS_06.png]]
 
   
 
   
* [https://www.surveymonkey.com/s/cifps07 Poll 7:]
 
 
[[File:CIFPS_07.png]]
 
[[File:CIFPS_07.png]]
 
   
 
   
* [https://www.surveymonkey.com/s/cifps08 Poll 8:]
 
 
[[File:CIFPS_08.png]]
 
[[File:CIFPS_08.png]]
 
   
 
   
* [https://www.surveymonkey.com/s/cifps09 Poll 9:]
 
 
[[File:CIFPS_09.png]]
 
[[File:CIFPS_09.png]]
 
   
 
   
* [https://www.surveymonkey.com/s/cifps10 Poll 10:]
 
 
[[File:CIFPS_10.png]]
 
[[File:CIFPS_10.png]]
 
   
 
   
* [https://www.surveymonkey.com/s/cifps11 Poll 11:]
 
 
[[File:CIFPS_11.png]]
 
[[File:CIFPS_11.png]]
  
* [https://www.surveymonkey.com/s/cifps12 Poll 12:]
 
 
[[File:CIFPS_12.png]]
 
[[File:CIFPS_12.png]]
  
* [https://www.surveymonkey.com/s/cifps13 Poll 13:]
 
 
[[File:CIFPS_13.png]]
 
[[File:CIFPS_13.png]]
  
* [https://www.surveymonkey.com/s/cifps14 Poll 14:]
 
 
[[File:CIFPS_14.png]]
 
[[File:CIFPS_14.png]]
  
* [https://www.surveymonkey.com/s/cifps15 Poll 15:]
 
 
<!--[[File:CIFPS_15.png]]-->
 
<!--[[File:CIFPS_15.png]]-->
  
* [https://www.surveymonkey.com/s/cifps16 Poll 16:]
 
 
<!--[[File:CIFPS_16.png]]-->
 
<!--[[File:CIFPS_16.png]]-->
  
* [https://www.surveymonkey.com/s/cifps17 Poll 17:]
 
 
<!--[[File:CIFPS_17.png]]-->
 
<!--[[File:CIFPS_17.png]]-->

Revision as of 20:51, 19 July 2014

Overview

During the Canadian Institute of Financial Planners Annual Conference in Halifax, Nova Scotia June 2014, an Advanced Financial Planning Case Study stream was structured in cooperation with the Institute of Advanced Financial Planners. This page documents the materials used in the case study.

Case Study Materials

The following materials were provided to the attendees:


Polling

During the sessions attendees were asked to answer a series of polls to determine their "professional opinions" on various topics. The following are the results from the polls.


CIFPS 01.png

CIFPS 02.png

CIFPS 03.png

CIFPS 04.png

CIFPS 05.png

CIFPS 06.png

CIFPS 07.png

CIFPS 08.png

CIFPS 09.png

CIFPS 10.png

CIFPS 11.png

CIFPS 12.png

CIFPS 13.png

CIFPS 14.png