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Financial Planning Week
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Many participate in Financial Planning Week. Industry leaders sponsor it.

Each year as an integral part of Financial Literacy Month one week in November is dedicated to Financial Planning. This has been a national initiative for the past 6 years and has picked up tremendous steam over the past couple of years with the financial services industry. During Financial Planning Week (FPW), FPSC hosts a number of events. Of particular note is the Celebration of the Profession Dinner that is held in Toronto on November 18th which attracts industry leaders, members of all levels of government, regulators, media and planners. Following the dinner we are hosting two identical CFP® professional symposiums (which constitute a full day of CE) – the first in Toronto on November 19th and the second in Vancouver on the 21st. We bring in speakers from across North America for these events and are able to keep the admission costs low through the generosity of our sponsors. The feedback we received from last year's dinner and symposium was great; this year's lineup of presenters is even stronger and we have expanded the venue to include both Toronto and Vancouver. This coupled with the advertising and outreach initiatives that we have planned creates strong opportunities for our sponsors’ brands. 

Click here to view the 2014 sponsorship package. If you are interested in one of the packages or in discussing a customized package for your organization, please contact Kimberley Ney, Vice President Communications & Program Development, at kney@fpsc.ca.



Mark Your Calendars for
Financial Planning Week 2014

Financial Planning Week 2014 will take place from November 16 to 22.

Financial Planning Standards Council (FPSC®) has now confirmed that the CFP Professional Symposium will take place at the Arcadian Court in Toronto on November 19th, 2014, and at the Pan Pacific in Vancouver on November 21st. FPSC’s Celebration of the Profession Dinner will also take place at the Arcadian Court in Toronto on November 18th.

Watch for more details in the coming months.


Financial Planning Week 2013 a Great Success

Financial Planning Week 2013, now in its fifth year and an integral part of Financial Literacy Month, took place across the country from November 17 to 23. Financial Planning Week is part of an ongoing effort by FPSC and the Institut québécois de planification financière (IQPF) to raise awareness of financial planning as fundamental to the financial well-being of Canadians.

Thanks to everyone who helped make Financial Planning Week a success. Read on for some highlights.

Public Awareness Campaign Seen by 4.8 Million Canadians

Build Your Financial Plan with a CFP Professional aired on CBC Television more than 300 times over a three-week period in November, reaching more than 4.8 million Canadians ages 35-64.

Financial Planning Week in The Globe and Mail Reaches 1.4 Million Readers

A six-page Financial Planning Week special information feature was published in The Globe and Mail on November 15, with additional articles published online.

FP Standard Distributed to 43,000 Investment Executive Readers

The Fall 2013 issue of FP Standard, FPSC’s semi-annual newsletter of ideas, thoughts and trends in the financial planning profession, highlighted the various initiatives taking place during Financial Planning Week. The FP Standard was distributed to 43,000 Canadians through Investment Executive, Canada’s national newspaper for financial services industry professionals.

Community Challenge Supported by CFP Professionals Across Canada

Almost 100 CFP professionals throughout Canada signed on for the 2013 Community Challenge, delivering more than 1,000 hours of financial literacy instruction through Junior Achievement of Canada’s Dollars with Sense program. Brenda Bunn, a CFP professional from Peterborough, Ontario, was the winner of the draw to ceremoniously present a $5,000 donation to Junior Achievement’s Peterborough, Lakeland, Muskoka charter.

If you haven’t yet had a chance to take part, you can do so throughout the year. Click here to sign up through your local Junior Achievement charter.

Candidate Engagement Contest Recognizes Future CFP Professionals

FPSC’s national Candidate Engagement Contest, sponsored by Edward Jones, recognized individuals on the path to CFP certification for academic excellence, leadership abilities and knowledge of the technical and interpersonal aspects of financial planning. Five winners from across Canada received an all-expenses-paid trip to Toronto to meet industry leaders and develop key skills at Financial Planning Week events.

Connecting with More Canadians Online

Online platforms are a key tool to raise awareness of the importance of financial planning among Canadians. FPSC’s Financial Planning Week website received twice as many visitors in November 2013 as last year, connecting more Canadians with competent, qualified professionals. More than 183,000 Canadians connected with us through TwitterFacebook and LinkedIn, while almost 1,900 people watched our video on YouTube.

Financial Planning Week Events in Toronto Attract Record Numbers

We were pleased to welcome a record number of guests to our Financial Planning Week events at Toronto’s Old Mill, and to have representation from British Columbia, Alberta, Saskatchewan, Manitoba, Newfoundland, Quebec and Ontario.

Financial Planning Week 2013 events were supported by a record number of sponsors, including diamond sponsor MD Physician Services. We were pleased at the financial services industry’s commitment to the financial planning profession and endorsement of the importance of Financial Planning Week events for CFP professionals. Click here to view a full list of our generous sponsors.

Report Card on the Profession Shows Progress on Vision 2020 Goals

Financial Planning Week was launched in 2009 with the vision that, by the year 2020, Canada will be shaped by a nation of people, organizations and a regulatory environment that values financial planning, shares and assumes responsibility to ensure the financial planning needs of Canadians are well served, and has a viable financial planning profession that ensures that those who need professional advice have broad access to competent, ethical financial planners.

At the CFP Professional Symposium, FPSC President & CEO Cary List reported on the progress that has been made by the financial planning profession over the last year with a report card of Vision 2020’s five key goals.

Financial Planning Foundation Announces Partnership

The Financial Planning Foundation, a charitable organization that develops and promotes financial planning research and education, has formed a partnership to further develop the range and scope of research funded. The Institut québécois de planification financière (IQPF), which grants the Pl. Fin. (Financial Planner) designation in Quebec, has committed to an investment of Board participation as well as a financial contribution that will allow the Foundation to extend its reach throughout the country and better reflect the interests of all Canadians. The Foundation was developed and launched by FPSC, which saw a need for a related but separate organization to carry out independent, unbiased financial planning research. For more information or to make a donation, visit www.fpfoundation.ca.

Financial Planning Week Media Coverage Reaches Millions

Media coverage of Financial Planning Week and related topics reached more than 2.1 million Canadians through print and online outlets. Visit FPSC’s News & Publication section for highlights, including symposium articles and presenter videos in Investment Executive and FPSC’s tips for working with a financial planner in The Globe and Mail.

Financial Planning Week Contest Draws 1,000 Subscribers

During the month of November, subscribers to a soon-to-be-launched consumer-focused financial planning e-newsletter were offered the chance to win an iPad. More than 1,000 entries were received over a four-week period; the winning entry was Dane Praed of Vancouver, BC. Watch for more details and the inaugural issue of the financial planning newsletter soon.

Once again, our thanks to everyone who helped make Financial Planning Week 2013 a resounding success.


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