PlanPlus Global Events

View the latest PlanPlus Global events

February 2020 Events

Jan 30 to 31 Mar – MFPYA 2020 – MY The Malaysian Financial Planner of the Year Award (MFPYA) competition is open for registration and submissions until March 31. For more information on the 2020 MFPYA competition go to www.planplusawards.com/mfpya. Register here. Jan 30 to 31 Mar – Canada Financial Planning Awards 2020 – CA…

Read more

November 2019 Events

Nov 19 – FP Canada Gala Dinner – Toronto, Ontario, CA Nov 20 – FP Canada Symposium – Toronto, Ontario, CA Nov 21 – OSC Dialogue – Toronto, Ontario, CA Nov 25 – Financial Planning Academic Forum (FPAF) – Melbourne, Victoria, AU Nov 26 – Personal Finance and Investment Symposium (PFIS) – Melbourne, Victoria, AU…

Read more

October 2019 Events

Oct 8 – Exceptional Advisor – Toronto, Ontario, CA Oct 15 to 16 – AFS Annual Meeting – Minneapolis, Minnesota, USA Oct 15 to 18 – FPA Pre-Conference Events – Minneapolis, Minnesota, USA Oct 17 – NextGen Conference – Manchester, UK Oct 17 – Private Client Event Oct 18 – Private Client Event Oct 24…

Read more

September 2019 Events

Sep 8 to 11 – Private Client Event – St. Louis, USA Sep 11 to 13 – Bob Veres Conference – Omni Nashville Hotel, Nashville, USA Exhibitor and Speaker – Matt Glasgow and Shawn Brayman will attend Sep 11 from 1:30 to 2:30pm – Bob Veres – Shawn Brayman Presentation – From Tolerance to Solution:…

Read more

June 2019 Events

Jun 2 to 5 – CIFPs Annual Conference 2019 – Vancouver, British Columbia, CA PlanPlus is a proud sponsor of the CIFPs Annual Conference 2019 to be held at the Westin Bayshore in Vancouver, BC., Be sure to attend Shawn Brayman’s presentation From Tolerance to Solution: Latest Research and Practical Examples on Wednesday, June 5th…

Read more

Risk Profiling & Investment Proposal

Sign Up for your COMPLIMENTARY Trial

PlanPlus Global is offering a COMPLIMENTARY 30-day trial of either (or both) SuitabilityPro™: FinaMetrica Profiler, ProPlanner and ProTracker. Your free trial of FinaMetrica Profiler will allow you to view and test the most powerful risk-profiling and investment proposal generating software available, while your free trial of ProPlanner will show you how you can generate comprehensive financial plans that are fully customized to clients’ circumstances and objectives.

SuitabilityPro: Trial

Contact Information

1st Advisor

Select modules for your trial...
Owner Profiler
Owner Proplanner
Owner Protracker *
Eight characters minimum One lowercase letter One uppercase letter One number One special character
Enter Password
Other Advisors:

2nd Advisor

2 Profiler
2 ProPlanner
2 Protracker

3rd Advisor

3 Profiler
3 Proplanner
3 Protracker

4th Advisor

4 Profiler
4 Proplanner
4 Protracker

5th Advisor

5 Profiler
5 Proplanner
5 Protracker
I have read and accept the Terms and Conditions and Privacy Policy that apply to this trial subscription.
I would like to join the PlanPlus Global mailing list