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About Financial Planning Week

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

Created by Financial Planning Standards Council (FPSC) and the Institut québécois de planification financière (IQPF) in 2009, Financial Planning Week is dedicated to raising awareness of the importance and benefits of financial planning with a  qualified professional, encouraging Canadians to take control of their future and achieve their goals through sound financial planning, and ensuring Canadians have financial hiring literacy so that they are armed with the information they need to find the right financial planning professional.

In addition to consumer education and outreach, FPSC offers opportunities for Certified Financial Planner® professionals and members of the financial services industry to come together in a learning environment.

Vision 2020: The Heart of Financial Planning Week
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
  • Has a viable financial planning profession that ensures that those who need professional advice have broad access to competent, ethical financial planners