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Alerts & Updates

Tenth Annual Financial Planning Week Takes Place Across Canada November 18-24, 2018

Ontario Minister of Finance Vic Fedeli announced as keynote speaker at Celebration of the Profession Dinner

TORONTO, ON – November 5, 2018 – Financial Planning Week 2018 takes place across Canada from November 18-24, 2018. An integral part of Financial Literacy Month in Canada, Financial Planning Week is dedicated to raising awareness of the importance and benefits of financial planning, and of working with a certified professional. Established by Financial Planning Standards Council (FPSC) in 2009, Financial Planning Week is celebrating its tenth anniversary this year.

FPSC hosts events attended by more than 1,000 CFP® professionals and other members of the financial services industry during Financial Planning Week. Among the highlights of this year’s events will be a keynote speech from Ontario Minister of Finance Vic Fedeli at the Celebration of the Profession Dinner, taking place in Toronto on November 20th. In addition, attendees will hear exclusive new details about FPSC’s transition to FP Canada: a new national professional body to lead the advancement of professional financial planning.

Financial Planning Week was launched 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.

Steady progress towards this vision has been made over the last 10 years since the inception of Financial Planning Week, including campaigns encouraging Canadians to take control of their future and achieve their goals through sound financial planning and efforts to help Canadians find a professional financial planner. Financial Planning Week has grown steadily since its inception, with the Institut québécois de planification financière (IQPF) joining forces with FPSC in 2011 to create a truly Canada-wide movement. The annual initiative is integrated with various awareness activities, educational events, research studies and other endeavours across the country each November.

“Financial Planning Week is an important annual initiative dedicated to helping consumers understand the important benefits of financial planning, and of working with a certified professional,” says FPSC President and CEO Cary List. “This year marks a very special Financial Planning Week as we unveil new details about the launch of FP Canada—a national professional body that will help make significant strides towards our Vision 2020 goals.”

In addition to the consumer education and outreach efforts taking place during Financial Planning Week, FPSC’s industry events provide an opportunity for professional financial planners and other members of the financial services industry to network and to hone their professional skills. Several events will take place in Toronto and Vancouver, including:

Celebration of the Profession Reception & Dinner: With Keynote Address by Ontario Minister of Finance Vic Fedeli

Tuesday, November 20 (5:45 to 9:30 p.m.) – Toronto Reference Library

Featuring a keynote address by Ontario Minister of Finance Vic Fedeli, this event gathers more than 200 esteemed leaders from within the financial services industry, plus regulators and representatives from all levels of government, to celebrate the financial planning profession in Canada and recognize outstanding contributors. The evening will be emceed by comedian Graham Chittenden.

 

Ethics Breakfast Session: The Impact of Mental Health on Financial Planning and Decision Making

Wednesday, November 21 (7:45 to 9:30 a.m.) – Arcadian Court, Toronto

Friday, November 23 (7:45 to 9:30 a.m.) – Hyatt Regency Vancouver

Moderated by Damienne Lebrun-Reid, FPSC’s Managing Director of Standards, this thought-provoking discussion will explore ethical situations and challenges that often occur in practice. The focus will be on mental health issues and practical advice financial planners can use to support clients dealing with such issues.

 

CFP Professional Symposium: The Distinctive Professional

Wednesday, November 21 (10:00 a.m. to 4:00 p.m.) – Arcadian Court, Toronto

Friday, November 23 (10:00 a.m. to 4:00 p.m.) – Hyatt Regency Vancouver

Strong professional skills are essential for the modern-day financial planner. This year’s Symposium—themed The Distinctive Professional—will explore the skills every planner needs to create the most effective connection with their clients and have the most meaningful impact on their clients’ financial futures. Sessions will include:

How can planners ensure they understand the deeper truths about what their clients are saying? This session will uncover the secrets to making one-on-one connections that lead to long-term, meaningful client engagement.

More information about Financial Planning Week is available at FinancialPlanningWeek.ca.

About Financial Planning Standards Council

A professional standards-setting and certification body working in the public interest, FPSC’s purpose is to drive value and instill confidence in financial planning. FPSC ensures those it certifies―Certified Financial Planner® professionals and FPSC Level 1® Certificants in Financial Planning―meet appropriate standards of competence and professionalism through rigorous requirements of education, examination, experience and ethics. There are more than 18,500 Financial Planners in Canada who have met, and continue to meet, FPSC’s standards. More information is available at FPSC.ca and FinancialPlanningForCanadians.ca.

 

For more information, please contact:
Megan Harman
Financial Planning Standards Council
mharman@fpsc.ca 
416.593.8587, ext. 232 or 1.800.305.9886