FP Canada™ 2025–2030 Strategic Plan

Trend: Macroeconomic factors such as inflationary pressures, volatile interest rates, unemployment levels, and government fiscal policy

FP Canada’s opportunity: Provide education, resources, and guidance directly to Canadians, while continuing to invest in financial planning education to help financial planners provide appropriate advice to clients

Trend: Demographic shifts towards an aging population with increasing cultural diversity and changing family structures, and in which women have increased economic power and influence on financial decisions

FP Canada’s opportunity: Support planners in delivering personalized, culturally sensitive, inclusive financial advice

Trend: Technological disruptions such as artificial intelligence, open banking, digital payments, and big data

FP Canada’s opportunity: Address the impact of technology on professional financial planning, including its potential to enhance access for underserved Canadians, through initiatives such as Fintellect

Trend: Political and regulatory environment that is constantly in motion and that, influenced appropriately, can uphold rigorous standards of professionalism and enhance consumer trust and confidence

FP Canada’s opportunity: Engage with regulators to support the evolution of title protection regimes for financial planning and consumer-focused reforms with a view to enhancing consumer protection

Trend: Growing focus on diversity, equity, and inclusion (DEI), and increased recognition of the importance of fostering a diverse profession to serve a diverse clientele

FP Canada’s opportunity: Promote diversity and representation within our leadership and staff, ensure our certification standards and pathways are inclusive and free from bias and unintended barriers, and advocate for DEI within the broader financial services industry