IMAGINE 2030 is FP Canada™’s bold vision of realizing “financial wellness for all Canadians.”
Our Strategic Plan outlines the work we’ll do over the next three years toward achieving that vision. It is based on our belief that the financial planning profession directly contributes to the well-being of society.
The Strategic Plan focuses on five factors that are impacting the financial planning profession and shows how FP Canada will provide support. We will:
- Increase communication about the value and high standards of professional financial planning.
- Take action to explore the impact of technology on financial planning.
- Enhance diversity of our students and financial planners to reflect all Canadians
- Help consumers understand the benefits of financial advice that takes their whole lives into account.
- Adapt our certification pathways to meet the needs of aspiring financial planners and industry.
FP Canada will LEAD the growth of professional financial planning to achieve our strategy and our IMAGINE 2030 vision.
We will
- Strengthen Leadership and stakeholder relationships
- Enhance the practice of professional financial planning
- Support consumer Access to financial planning
- Increase consumer Demand for professional financial planning.
A MESSAGE FROM TASHIA BATSTONE
PRESIDENT & CEO
Message from President & CEO
IMAGINE 2030 is FP Canada™'s bold vision of a future where all Canadians have financial confidence and well-being. A vision of the future where all Canadians have access to professional financial planning that supports their diverse needs, where financial planning is a unified profession, recognized in statute and deemed essential by society.
We have now turned this powerful vision into committed action by making it the driver of our new Strategic Plan. Grounded in research, our 2022-2025 Strategic Plan provides a bold direction for FP Canada and sets an ambitious course for our future.
Over the next three years, we will take important steps forward to move toward our overarching goal of financial wellness for all Canadians.
Working with our industry partners and other stakeholders, we'll enhance access to financial planning for more Canadians by reducing barriers to seeking professional help, attracting more diverse financial planners, and leveraging advances in technology. We'll continue to lead the evolution of professional financial planning in the public interest, supporting financial planners to enhance their practice with new education programs, tools and guidance. Building on the increasing recognition of financial planning by lawmakers and regulators, we'll work with governments at all levels to increase consumer protection through title legislation.
FP Canada's research consistently shows that professional financial planning advice can make a big difference in people's lives. I believe that professional financial planning is crucial to help all Canadians achieve financial wellness and their life goals, no matter how big or small.
Our Strategic Plan champions a way forward that improves the lives of others at any age, stage in life or income level, from all communities and backgrounds. That's the entire point of IMAGINE 2030, to ensure that we not only improve access to professional financial planning, but also that we do the right thing for all Canadians.
At FP Canada, we believe our new Strategic Plan will move FP Canada and the financial planning profession meaningfully in that direction.
We can make a real difference in people's lives. We know we can, because we do so every day.
Tashia Batstone MBA, FCPA, FCA, ICD.D
President & CEO