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Events for Industry Professionals

Celebration of the Profession
Reception & Dinner

Tuesday, November 21 (Toronto)

This must-attend event gathers more than 200 high-profile decision-makers in the financial services industry, regulators and representatives from all levels of government to celebrate outstanding contributors to the financial planning profession. Learn More

Minister Charles Sousa

JUST ANNOUNCED

Ontario's Minister of Finance,
the Honourable Charles Sousa,

to deliver keynote address at Celebration of the Profession Dinner.

This year’s Dinner will be emceed by comedienne/speaker Jen Grant, who can be heard on CBC Radio’s “The Debaters” and seen in her own special on The Comedy Network. Learn More

 

Generously Sponsored by
BMO Financial Group

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Ethics Breakfast Session:
Dealing with Clients with Diminishing Capacity

Wednesday, November 22 (Toronto)
Friday, November 24 (Vancouver)

Moderated by Damienne Lebrun-Reid, FPSC’s Managing Director of Standards, this thought-provoking panel discussion will include legal experts and a geriatric psychiatrist from Toronto’s Sunnybrook Health Sciences Centre. Explore the important ethical questions you must consider as a professional financial planner and earn 1.5 FPSC-Approved Continuing Education Credits ​(1 Professional Responsibility, 0.5 Financial Planning). A perennial Financial Planning Week favourite, this event sells out every year in record time. Learn More

Generously Sponsored by
Hagel Lawfirm and Business Career College            

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Toronto Event

Vancouver Event

CFP® Professional Symposium
21st Century Skills for the 21st Century Planner

Wednesday, November 22 (Toronto)
Friday, November 24 (Vancouver)

Just as other professions have been forced to adapt to the digital age, so too must today’s financial planners. Now more than ever, planners need to develop skills that technology can’t replace, such as managing relationships, demonstrating empathy, understanding how and why clients make the decisions they do and guiding them to the right choices. This year’s CFP Professional Symposium offers an opportunity to explore these important, timely topics with experts and colleagues while learning practical tools that can be put to use immediately. You can also earn 4 Continuing Education (CE) credits.
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Keynote Address

Ajay Agrawal


The Future of Artificial Intelligence

A captivating conversation is taking place about the future of artificial intelligence and what it will—or should—mean for humanity. Explore how the evolution of AI may impact the future of professional financial advice and earn 1 CE Credit in Financial Planning. Learn More

Sponsorship Opportunity Available

Contact: Kimberley Ney, FPSC VP, Communications


Mark Weber

Between the Plan and Execution:
The Psychology of Choice,
Decision-Making and Action in Financial Planning

Working with real people is messy, but messiness is reassuringly predictable. Explore how professional financial planners can use psychology to more effectively help clients overcome their messiness and steer a course through their perceptual biases to a brighter future. Earn 1 CE Credit in Financial Planning. Learn More


 

Generously Sponsored by TD Bank Group

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Nikolas Badminton

Augmenting Technology into Your Practice

Technology is transforming financial services delivery and consumer demand. Learn the implications of technological advances on the planning practice and how financial planners can use technology to enhance their client engagements. Earn 1 CE Credit in Practice Management. Learn More


Generously Sponsored by Investors Group

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Carolyn McClanahan, CFP

Creating a New Model for Your Business

Many financial planning professionals are reviewing their current business models to evolve with the changing needs of society. Carolyn will discuss her journey from medicine into financial planning, the health implications of an aging society, and how she successfully transitioned her firm into a retainer model. Earn 1 CE Credit in Practice Management. Learn More


Generously Sponsored by MD Financial Management

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Thank you to our Financial Planning Week 2017 sponsors
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