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About Financial Planning Week

Financial Planning Week 2016 took place from November 20 to 26, 2016. In its eighth year and an integral part of Financial Literacy Month, 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’re armed with the information they need to find the right financial planning professional.

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

The Objectives of Financial Planning Week Are To:

  • Raise awareness of the importance of financial planning and issue a call to action to all stakeholders for the benefit of all Canadians.
  • Encourage industry to promote the value of financial planning to their clients.
  • Provide a platform for financial planning professionals to discuss the necessity and progress of a financial planning profession.
  • Encourage consumers to take positive planning action.
  • Promote the benefits of financial planning to Canadians, financial planners, financial services providers and regulators.
  • Promote the value of the CFP® designation to the financial services industry and the Canadian public.

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

Join us as we progress ever closer to this important goal, for the benefit of all Canadians.