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THANK YOU TO ALL WHO CONTRIBUTED TO FINANCIAL PLANNING WEEK 2017

In the Media

Financial Planning Week events and awards, FPSC research and related topics were covered by a number of media outlets, including Investment Executive, The Insurance & Investment Journal, Advisor, BNN, CTV and Global TV. You can view some of the coverage below:

Outstanding financial planners earn FPSC recognition
Wealth Professional Canada


FPSC honours financial planning professionals
Investment Executive

Financial planners receive FPSC awards
Advisor

FPSC honours John De Goey with lifetime achievement award
The Insurance and Investment Journal

Evidence for rigorous KYC
Advisor

Low financial confidence prevents many Canadians from seeking advice

The Insurance and Investment Journal

Canadians lack confidence when speaking about finances
Investment Executive

Mark your calendar for Financial Planning Week

Investment Executive

FPSC to educate planners on technology
Wealth Professional Canada
FPSC FPW 2017 Logo

Thank you to all who attended, sponsored, and contributed to Financial Planning Week 2017, which took place from November 19 to 25. Whether you attended the Celebration of the Profession Dinner, or the CFP® Professional Symposium or Ethics Breakfast Session in either Toronto or Vancouver, or simply started a conversation about the importance of financial planning for the well-being of Canadians, you contributed to the most successful Financial Planning Week yet.


FPSC-Hosted Financial Planning Week Events



We were pleased to welcome over 1100 delegates to our 2017 Financial Planning Week events, which included the CFP Professional Symposiums in Toronto and Vancouver, the Ethics Breakfast Sessions in Toronto and Vancouver, and the Celebration of the Profession Dinner in Toronto. The events were attended by stakeholders from across Canada with representation from British Columbia, Alberta, Saskatchewan, Manitoba, Ontario, Quebec, New Brunswick, Prince Edward Island and Nova Scotia. 

FPW 2017 Minister Sousa

FPW 2017 Dinner

Note to Attendees

All attendees should now have received the slide presentations of the FPW 2017 speakers by email and all CE Credits earned should now be recorded on certificants' FPSC profiles. 


2017 Awareness Campaign Highlights

FPSC’s annual Financial Planning Week awareness campaign included a variety of marketing initiatives to help educate Canadians about the benefits of financial planning and the importance of working with a professional financial planner. Here are some of the activities that took place leading up to and during Financial Planning Week:
FP special feature
  • Globe and Mail Financial Planning Special Feature: The print edition of The Globe and Mail’s Financial Planning special feature section was published on November 20, reaching more than one million readers across Canada. An online component will continue to be promoted through advertising and social media influencers and updated with new content through February 2018. If you missed the print feature, you can still view and share all the content in the “FPW” section of FinancialPlanningForCanadians.ca.
  • FP Standard: A special Financial Planning Week section appeared in FPSC’s semi-annual publication of ideas, thoughts and trends in the financial planning profession, reaching more than 70,000 readers in the financial services industry through online distribution and insertion in Investment Executive on November 13.
  • Investment Executive: Advertising in the online and print editions reached more than 42,000 readers across the country.
  • FindYourPlanner.ca and FinancialPlanningForCanadians.ca: FPSC’s consumer-focused sites received significant traffic in November. The “Find a Planner or Certificant” search tool had more than 24,000 page views, while there were a record 12,677 visits to the consumer website.
  • Social Media Advertising: Consumer-focused Facebook advertising was viewed almost 2.5 million times.
     
  • Media Outreach: During Financial Planning Week and all through the year, FPSC works with the media to promote the importance of getting qualified financial planning help. This year’s media coverage included appearances by FPSC’s Consumer Advocate Kelley Keehn, who shared the results of several new research studies in media outlets across the country. Kelley has been interviewed by the media more than 300 times since she began working with FPSC in April 2016, drawing attention to the importance of working with a professional financial planner and raising awareness about FinancialPlanningForCanadians.ca, FindYourPlanner.ca and other resources.


Mark Your Calendar for Financial Planning Week 2018

FPW 2018 November 18 to 24
Thank you to our Financial Planning Week 2017 sponsors
BMO Wealth Management Logo             MD Financial Management Logo                Investors Group Logo                TD Bank Group Logo                Hagel Lawfirm Logo                Business Career College Logo                Investment Executive Logo                Advisor's Edge Logo                FP Foundation Logo                IQPF Logo                CIFP Logo                IFB-CISF Logo                Advicent Logo             IDFA Logo                Investments and Wealth Institute Logo                Equitable Bank Logo                Cumberland Logo                PPI Valet Logo                STEP Canada Logo                Advocis Logo                PlanPlus Logo                CAMLI Logo


Feedback and Testimonials

91% of Symposium attendees said they would attend the event again

97%
of Ethics Breakfast attendees rated the session as good or excellent

Ethics Breakfast Session Testimonials


“Very good session, great panelists, very good real life examples.”

“Speakers were excellent and information imparted was practical and thoughtful.”


CFP Professional Symposium Testimonials


 “The best speakers. Thank you for always bringing quality to the Symposium.”

“Good content / thinking about future digital world we work in…Practical takeaways to improve my practice.”