Financial Planning Standards Council

Financial Planning Standards Council

November 06, 2013 15:18 ET

Financial Planning Week Takes Place Across Canada, November 17-23, 2013

Annual Awareness Week Aims to Make Financial Planning a Fundamental Aspect of Canadians' Lives

TORONTO, ONTARIO--(Marketwired - Nov. 6, 2013) - The role of planning for the financial well-being of Canadians will be the focus during Financial Planning Week, taking place from November 17-23, 2013 across Canada. Now in its fifth year and an integral part of Financial Literacy Month, Financial Planning Week is part of an ongoing effort by Financial Planning Standards Council (FPSC®) and Institut québécois de planification financiére (IQPF) to raise awareness of financial planning as fundamental to the financial well-being of Canadians.

The importance of financial planning for Canadians is made more critical by the fact that, in most provinces, there is no legislated standard in place for those who offer financial planning services. With the exception of Quebec, people are not required to obtain any credentials whatsoever before being permitted to call themselves financial planners.

For almost 20 years, Financial Planning Standards Council (FPSC) has been working to change that. FPSC is a not-for-profit organization that sets standards for the financial planning profession in Canada, in association with an international network of 25 affiliate organizations, through the development, promotion and enforcement of the Certified Financial Planner® certification. FPSC's purpose is to instill confidence in the financial planning profession.

"It is FPSC's view that everyone presenting themselves as a provider of financial planning advice should be required to meet stringent proficiency and ethics requirements, including high levels of education, experience and competence - just as CFP® professionals do today," says Cary List, President & CEO of FPSC.

Financial Planning Week is an ideal time for Canadians to ensure that the design of their financial future rests with an appropriately qualified professional, according to List.

"Having a comprehensive financial plan with the guidance of an appropriately qualified planner can provide Canadians with a road map towards greater financial and emotional well-being," he adds. "We urge Canadians to take that step and talk to a CFP professional about their goals and financial planning needs."

FPSC will be hosting a number of activities during Financial Planning Week to celebrate the importance of financial planning. Highlights include:

Beyond the Numbers: CFP Professional Symposium

November 20, 2013 (8:30 a.m. to 4:15 p.m.) - Old Mill Toronto

Over 300 CFP professionals will be in attendance as expert speakers from across North America discuss a variety of topics of interest to the financial planning community. Presentations will include Emotional Intelligence, Negotiating Memory's Slippery Slope, Truly Knowing Your Client, Why Ethics?, Ethics & Standards Case Studies and Differentiating Your Designation.

Celebration of the Profession Reception & Dinner

November 19, 2013 (6:00 p.m. to 9:00 p.m.) - Old Mill Toronto

Two hundred CFP professionals, students, educators, industry leaders, regulators and representatives from all levels of government will come together to celebrate the financial planning profession. Hosted by Preet Banerjee of OWN's Million Dollar Neighbourhood, the event will feature a special keynote address from former NHL hockey legend Stew Gavin. Following a 15-year professional hockey career, Gavin obtained his CFP designation and now runs a Toronto-based financial planning practice specifically serving professional athletes.

Community Challenge

November 4-24, 2013 - In communities across Canada

Certified Financial Planner® professionals will donate their time and expertise to help young people successfully navigate their financial futures through Junior Achievement's Dollars with Sense program. CFP professionals will lead full-day or half-day financial literacy sessions in grade 7 or 8 classrooms at local schools.

Public awareness campaign

November 4-24, 2013 - On CBC Television across Canada

"Build Your Financial Plan with a CFP professional" is a 30-second commercial spot that will air during programs including the evening and late news, Lang & O'Leary Exchange, Dragons' Den, Sunday documentaries and more. In all, the spot will air more than 300 times, reaching almost 6.5 million Canadians ages 35-64 during its three-week run. Preview the spot here.

More information about Financial Planning Week activities is at

About Financial Planning Standards Council

Financial Planning Standards Council (FPSC®) is a not-for-profit organization which develops, promotes and enforces professional standards in financial planning through Certified Financial Planner® certification. FPSC's purpose is to instill confidence in the financial planning profession. As a standards-setting and certification body, FPSC ensures CFP professionals and Registered Candidates meet appropriate standards of competence and professionalism through rigorous requirements of education, examination, experience and ethics. Visit us at

CFP®, Certified Financial Planner® and CFP are certification trademarks owned outside the U.S. by Financial Planning Standards Board Ltd. (FPSB). Financial Planning Standards Council is the marks licensing authority for the CFP marks in Canada, through agreement with FPSB. All other ® are registered trademarks of FPSC, unless indicated. © 2013 Financial Planning Standards Council. All rights reserved.

Contact Information

  • For more information and to arrange interviews
    and media passes to our events:
    Caroline Horcher
    416.593.8587, ext. 232 or 1.800.305.9886