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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.
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.
Who Should Attend
Learning Outcomes
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.
Early Bird
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.
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.
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.
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.
Herman Brodie, Founding Director, Prospecta Limited
Warren Berger, Author, Speaker, Questionologist
Lisa Kramer, PhD, Professor of Finance, Dept. of Management, University of Toronto Mississauga
John Nersesian, CIMA®, CPWA®, CIS, CFP®, Head of Advisor Education
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."
"The overall content was packed with strong insight and thought-provoking of what could be brought back to our individual firms."
"I fully enjoyed the day and would recommend this to anyone who is looking for a smoother resolution to their negotiations."
"The tools here are extremely helpful to assist in finding a solution that works for everyone."
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