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Resources for Industry Professionals

We are pleased to provide the official Industry Guide for Financial Planning Week 2018. In this helpful document you will find tips, tools and opportunities to help you make the most of this important week. This is your chance to increase your organization’s exposure, rally your financial planning teams, connect with clients and prospects, and enhance your team’s professional skills. 

Learn more about Financial Planning Standards Council’s extensive awareness campaign, discover resources to help your clients understand the importance of financial planning, and explore ideas around how to use Financial Planning Week to educate and inspire your team.


Make the Most of Financial Planning Week 2018

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Attend

This is your chance to increase your organization’s exposure, rally your financial planning teams and enhance your team’s professional skills.
 
 
Learn more about our events.

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Educate

We’re pleased to provide tips, tools and opportunities to help you make the most of Financial Planning Week, including details about FPSC’s awareness campaign, sample social media posts, resources to help clients learn about the importance of financial planning, and ideas of how to use Financial Planning Week to educate and inspire your team.

Learn more.

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Sponsor

For more information about sponsorship opportunities, contact Kimberley Ney, FPSC VP Communications at kney@fpsc.ca.

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Thank you to our Financial Planning Week 2018 sponsors
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Agenda

Celebration of the Profession
Reception & Dinner
Reserve Seats


Ethics Breakfast Session
Toronto & Vancouver
Reserve Seats

CFP® Professional Symposium
Toronto & Vancouver
Reserve Seats