Financial Planning Week

Financial Planning Week was created by FP Canada and the Institut québécois de planification financière (IQPF) in 2009. The annual initiative is dedicated to raising awareness of the importance and benefits of professional financial planning, encouraging Canadians to take control of their future and achieve their goals through sound financial planning, and ensuring Canadians are armed with the information they need to find the right professional.


In addition to consumer education and outreach, FP Canada offers opportunities for Certified Financial Planner® professionals, Qualified Associate Financial Planner™ professionals, and members of the financial services industry from across the country to come together in a learning and networking environment.


Be sure to mark your calendars for Financial Planning Week 2021, taking place November 21 - 27, 2021.


Objectives

  • Raise awareness of the importance of financial planning and issue a call to action to all stakeholders for the benefit of all Canadians.
  • Encourage industry to promote the value of financial planning to their clients.
  • Provide a platform for financial planning professionals to discuss the necessity and evolution of the financial planning profession.
  • Encourage consumers to take positive planning action.
  • Promote the value and benefits of the CFP® certification, QAFP™ certification and financial planning to Canadians, financial services providers and regulators.