Financial Planning Standards Council

Financial Planning Standards Council

October 11, 2013 16:05 ET

FPSC and IQPF Declare 5th Annual Financial Planning Week November 17-23, 2013

Annual awareness week aims to make financial planning a fundamental aspect of Canadians' lives

TORONTO, ONTARIO--(Marketwired - Oct. 11, 2013) - Financial Planning Standards Council (FPSC®) -

In its 5th year, Financial Planning Week (FPW) has become an integral part of Financial Literacy Month in Canada. FPW is part of an ongoing effort by Financial Planning Standards Council (FPSC) and the Institut québécois de planification financière (IQPF) in Quebec to promote financial planning as fundamental to the financial well-being of Canadians and a call-to-action to the financial services industry to collaborate and enact meaningful change for the benefit of all Canadians.

The heart of Financial Planning Week is "Vision 2020". FPSC's vision is 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.
  • Has a viable financial planning profession that ensures broad access to competent, ethical financial planners.

FPSC will be hosting a number of activities over the course of the week to celebrate the importance of financial planning. Some of the highlights include:

  • A public awareness campaign that will take place on CBC television running November 4 through 24 across Canada
  • A Community Challenge that will see Certified Financial Planner® professionals team up with local chapters of Junior Achievement of Canada (JA) across Canada to deliver their Dollars with Sense program to young people. Every CFP® professional who volunteers their expertise will be entered into a draw and the winner will present a cheque of $5,000 to their local JA Charter. The Challenge will run between November 4 and 23.
  • Celebration of the Profession Reception & Dinner taking place November 19, 2013 at The Old Mill in Toronto, Ontario (6pm - 9pm). This event attracts a large cross-section of high profile decision makers in the financial services industry, along with representatives from all levels of government. Hosted by Preet Banerjee, host of the OWN Network's Million Dollar Neighborhood, the dinner will include an address from former NHL hockey legend, Stew Gavin. After leaving a 15 year professional hockey career, Gavin obtained his CFP® designation and now runs a Toronto-based financial planning practice specifically serving professional athletes.
  • CFP® Professional Symposium on November 20, 2013 at The Old Mill in Toronto, Ontario (8:30 am - 4:15 pm). There is clear evidence that Canadians are increasingly challenged around their financial futures. The majority of Canadians are not getting the financial planning help they need. The value of planning is that it addresses the whole person - which means a need for high technical know-how and high emotional intelligence to relate to clients and to regulate ourselves A very impressive lineup of speakers from across North America will share their wisdom with the CFP® professional community in this full day of learning and sharing.

To learn more about Financial Planning Week activities, visit www.financialplanningweek.ca.

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 www.fpsc.ca.

CFP®, CERTIFIED FINANCIAL PLANNER® and CFP logo 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 please contact:
    Caroline Horcher
    FPSC
    416.593.8587 x232
    chorcher@fpsc.ca