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SECURE Member Information Update Form (this form is for members only)

Please use this form to let us know about any changes in your information.

Please fill in each of the appropriate fields, even if the information hasn't changed - this will help us double check our records.

Thank you.

Your FULL Name  

Company


Address


Suite, Apt. Etc.
  City  


Province
  P/C

Business Phone
  Extension    Fax Number   

Home Phone
   Cell 

Email Address

I have a NEW designation (name of NEW designation)

As there are many designations that are in the marketplace today, please also spell out the name of your NEW designation. For example, RIAC - Responsible Investment Advisor Certification.

Please note that QAFP is NOT a designation.  It is a certification.  However, when you complete the CFP education and qualifications, please let us know and we would be happy to add that to your credentials.

Type 1234 in the box to the right then click Submit Form:  

 

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Canadian Initiative for Elder Planning Studies Inc.
203-4438 Ontario Street

Beamsville, ON L0R1B5

Toll Free Phone 855-882-3427  Toll Free Fax 866 209-5111
 

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