Investments & Wealth Forum | Toronto 2022

Facilitating Sustainable Behavioural Change

3 October, 2022

In-Person or On-Demand

 
 
 

This intensive 1-day event brings together 250+ North American exceptional advisors, market game changers and financial experts.

The Investments & Wealth Forum - Toronto, Facilitating Sustainable Behavioural Change, aims to serve members, volunteers, sponsors and prospects with a meaningful opportunity to learn and engage with each other. We will deliver a global intensive workshop offering superior content, networking opportunities and attendee experience.

What to Expect

Behavioural science gives advisors and executives the keys to facilitating change. Like it or not, professional financial advisors are in the business of shaping client behaviour. Knowledge and application of change strategies with clients, with oneself, and within one’s firm or practice can lead to greater business, professional and personal success.

In times of uncertainty, your clients will look to you, their advisor. Are you prepared with the latest behavioral finance techniques and strategies? Investments & Wealth Forum – Toronto, Facilitating Sustainable Behavioural Change, will equip you with the tools and techniques you need to counsel and advise your clients through a turbulent market.

For 37 years the Investments & Wealth Institute has served as the premier association for financial advisors and facilitated advanced executive education programs featuring Ivy League-quality education with practical application. This forum exemplifies this model with a speaker lineup that includes academic experts and top practitioners.

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Who Should Attend

  • Financial advisors, financial planners, investment consultants, private wealth advisors
  • Wealth management business leaders and executives who have influence within their organization

Learning Outcomes

  • Learn how to engage clients to address change, uncertainty and volatility to build trust
  • Learn how to address client biases and what steps you can take to improve their decision-making, which can generate better client outcomes
  • Learn how to get the kind of information from clients to help them and facilitate more effective conversations
  • Apply behavioural change theory to contemporary issues facing the investment and wealth management industry: diversity, equity and inclusion

The program will feature leading academics, practitioner consultants and a Women in Wealth panel. Attendees should expect to interact with their peers by apply learning to case studies, and participating in enhanced engagement exercises.

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In-Person

Early Bird

Registration 
$495.00 USD

1 June  -  1 Sept. 2022

 

*Signature and Elite Members: Your discounted rates will be displayed in your cart. Not a member? Click here to learn about membership and discounted conference rates. Discount codes and promo codes cannot be used in combination with early bird discounts. 

REGISTER NOW

In-Person Registration 
$595.00 USD

Starting 2 Sept. 2022

 

 

*Signature and Elite Members: Your discounted rates will be displayed in your cart. Not a member? Click here to learn about membership and discounted conference rates. Discount codes and promo codes cannot be used in combination with early bird discounts. 

REGISTER NOW

On-Demand Registration 
$395.00 USD

Available until 7 April 2023

 

 

*Signature and Elite Members: Your discounted rates will be displayed in your cart. Not a member? Click here to learn about membership and discounted conference rates. Discount codes and promo codes cannot be used in combination with early bird discounts. 

REGISTER NOW

Cancellation/Transfer Policy 
Requests to cancel or transfer a conference registration must be received in writing at conference@i-w.org. The registration fee less a $50 cancellation/transfer fee will be refunded for requests received by September 12, 2022. A 30-percent cancellation fee will be applied for cancellations between September 13 and September 26, 2022. The Investments & Wealth Institute is unable to provide refunds or transfer registration fees to another event after September 26, 2022. However, you will have access to all recorded sessions through April 7, 2023. You will receive an email from the Institute conference team confirming receipt of your request; if you do not receive an email with this confirmation within 24 business hours, please call 303-770-3377. 

Agenda

October 3, 2022 Day 1

7:30 am – 5:00 pm
Registration/Information Desk Open
8:00 – 9:00 am
Breakfast with Sponsors and Exhibitors
9:00 – 10:15 am
The Trust Mandate (1.5 CE)

Herman Brodie, Founding Director, Prospecta Limited

10:15 – 10:30 am
Break with Sponsors and Exhibitors
10:30 – 11:45 am
Are you Asking the Right Questions? What Are the Ways to Best Connect With Others? How to Listen Fully? (1.5 CE)
Interactive program

Warren Berger, Author, Speaker, Questionologist

11:45 am – 12:30 pm
Lunch with Sponsors and Exhibitors
12:30 – 1:45 pm
Neurofinance: Your Clients' Brains, Risk Preferences and Investment Decisions (1.5 CE)

Lisa Kramer, PhD, Professor of Finance, Dept. of Management, University of Toronto Mississauga

1:45 – 2:00 pm
Break with Sponsors and Exhibitors
2:00 – 3:15 pm
Behavioural Guidance During Market Volatility (1.5 CE)

John Nersesian, CIMA®, CPWA®, CIS, CFP®, Head of Advisor Education

3:15 – 5:00 pm
Reception with Sponsors and Exhibitors
3:45 – 5:00 pm
Women in Wealth Reception & Closing Panel: Who Do We Trust and Why? (1.5 CE)

Moderated by Herman Brodie and a panel of executives from Canadian Investment and Wealth Management Firms

"Amazing event that was able to be practically applied almost immediately."
Past Conference Attendee - 2021
"The overall content was packed with strong insight and thought-provoking of what could be brought back to our individual firms."
Past Conference Attendee - 2019
"I fully enjoyed the day and would recommend this to anyone who is looking for a smoother resolution to their negotiations."
Past Conference Attendee - 2021
"The tools here are extremely helpful to assist in finding a solution that works for everyone."
Past Conference Attendee - 2021

Thank you to our Partners and Sponsors

 

Platinum Partners
 
 
 
 

E-mail address

conference@i-w.org

Contact us

+1 303-770-3377

Top Conference

for Exceptional Advisors