CIFPS-AFP

Overview

During the CIFPS 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 Planning. 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.

• Poll 1:

• Poll 2:

• Poll 3:

• Poll 4:

• Poll 5:

• Poll 6:

• Poll 7:

• Poll 8:

• Poll 9:

• Poll 10:

• Poll 11:

• Poll 12:

• Poll 13:

• Poll 14:

• Poll 15:

• Poll 16:

• Poll 17: