Join us as we celebrate the 11th annual Financial Planning Week which takes place across Canada from November 17 - 23, 2019. This year we explore REINVENTING RELEVANCE at a series of networking events and sessions where you can learn what's new, who's who, and plan your future in Financial Planning.
The Celebration Dinner attracts a large cross-section of high-profile decision makers in the financial services industry, practitioners in the financial planning profession, regulators and representatives from all levels of government. This year’s event will include remarks from Ontario's Minister of Finance, the Honourable Rod Phillips, a keynote address from Canadian Olympian and motivational speaker Caroline Ouellette, and will be emceed by Erica Sigurdson, an award-nominated stand-up comedian, writer and producer.
Conflicts of Interest
Identifying and managing conflicts of interest is a common challenge for professionals, including financial planners. This year's Ethics Breakfast Session will explore conflicts of interest arising from a variety of situations, such as joint engagements and referral arrangements. Panelists will examine your professional and ethical obligations through reference to case studies, providing practical tips and insights to help you understand your obligations as a professional financial planner and the intersection between professional and regulatory obligations.
The Panel will be moderated by Damienne Lebrun-Reid, Executive Director of the FP Canada Standards Council™, and will feature:
Ethics breakfast attendees are eligible for 1 CE credit in the Professional Responsibility category and 0.5 CE credit in the Financial Planning category
NEW THIS YEAR: ETHICS LIVE WEBINAR on November 20, 2019
Unable to attend the Ethics Breakfast in person? In response to requests for greater access to Financial Planning Week events, for the first time ever, FP Canada will be hosting a live webcast of the Toronto Ethics Breakfast. Register for the webinar to participate in the session remotely.
Ethics Live Webinar participants are eligible for 1 CE credit in the Professional Responsibility category and 0.5 CE credit in the Financial Planning category.
This full day of CE will provide attendees with practical tips and tools for meeting the evolving needs of clients and amplifying service through more relevant consultative approaches and better relationship management. This year’s theme—Reinventing Relevance—will include the following topics:
KEYNOTE: We Need To Talk: How To Have Better Conversations
Celeste Headlee, Award-Winning Journalist, Professional Speaker and Author
The Implementation Gap
Michelle Hilscher, Ph.D., Director at BEworks
Navigating Digital Transformation and Managing Millennial Disruption
Andrew Au, Co-Founder and President of Intercept Group
A Deep Dive into Behavioural Economics
Brooke Struck, Ph.D., Research Director at The Decision Lab
Symposium attendees are eligible for 3 CE credits in the Financial Planning category and 1 CE credit in the Practice Management category.
Here's the official Industry Guide for Financial Planning Week 2019. 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 FP Canada’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.