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We would like to thank everyone who participated in Financial Planning Week 2015, which took place November 15 to 21. Whether you attended the CFP Professional Symposium, Ethics Breakfast Session or the Celebration of the Profession Dinner, or simply started a conversation about the importance of financial planning to the well-being of Canadians, you contributed to the most successful Financial Planning Week yet. 


Be sure to mark your calendars for Financial Planning Week 2016, taking place November 20-26, 2016.

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FPSC-Hosted Event Highlights
We were pleased to welcome a record 700 delegates to our 2015 events, which included the CFP Professional Symposiums in Toronto and Vancouver, new Ethics Breakfast Sessions in Toronto and Vancouver, and Celebration of the Profession Dinner in Toronto. The events were attended by stakeholders from across Canada, with representation from Ontario, Quebec, Nova Scotia, Newfoundland and Labrador, Manitoba, Saskatchewan, Alberta and British Columbia.

 

(Left to right) Stephen Rotstein, FPSC VP, Policy & Regulatory Affairs and General Counsel; Hon. Charles Sousa, Ontario Minister of Finance; Cary List, FPSC President & CEO
2015 Awareness Campaign 
FPSC’s annual Financial Planning Week awareness campaign included a variety of marketing initiatives to help raise awareness about financial planning and its importance to the well-being of Canadians. The following activities took place leading up to and during Financial Planning Week:

  • Build Your Financial Plan with a CFP Professional: From November 2 to 22, FPSC’s television campaign aired across the country on CBC Television and CBC News Network. The television commercial and YouTube video drove viewers to the FPSC website and “Find a Planner or Certificant” tool.
  • Globe and Mail Financial Planning Special Feature: The print edition of The Globe and Mail’s annual insert was published on November 16, with an online component that will be updated and promoted through January 2016.
  • FP Standard: FPSC’s semi-annual publication of ideas, thoughts and trends in the financial planning profession was published on November 7. It reached more than 70,000 readers in the financial services industry through insertion in Investment Executive.

Use our search tool to find a planner or certificant near you.


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


Financial Planning Week is part of an ongoing effort to promote financial well-being for all Canadians.