FPW Events

  FPW events educate and inspire professional financial planners and other stakeholders, providing personal, professional and organizational benefits that last long beyond Financial Planning Week.

Read more about Financial Planning Week here.

Celebration of the Profession Reception & Dinner

Nov 20, 2018
Toronto Reference Library

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 a keynote address from Ontario’s Minister of Finance, the Honourable Vic Fedeli, and will be emceed by Graham Chittenden, an award-nominated stand-up comedian, TV and radio host, and personality.
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Ethics Breakfast 

Nov 21, 2018, at Arcadian Court, Toronto

Nov 23, 2018, at Hyatt Regency, Vancouver

This thought-provoking discussion will explore ethical situations and challenges that often occur in practice. The focus will be on mental health issues and practical advice financial planners can use to support clients dealing with such issues. The panel will include Damienne Lebrun-Reid, Managing Director, Standards, FPSC; Carol Lynde, President & Chief Operating Officer, Bridgehouse; and Adam Wiseman, Manager, Forensic Assertive Community Treatment (ACT) Programs, Canadian Mental Health Association.

The Panel will cover topics including:
  • The impact of mental health on financial planning and decision making
  • An overview of the research done by Bridgehouse and a summary of the results
  • Tips and suggestions for navigating difficult conversations
  • Advantages of having a plan in place – using the planning model and leveraging your financial planning skills

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CFP  Professional Symposium: 
The Distinctive Professional

Nov 21, 2018, at Arcadian Court, Toronto

Nov 23, 2018, at Hyatt Regency, Vancouver

This full day of CE explores the skills every financial planner needs to create the most effective connection with their clients―and have the most meaningful impact on their clients’ financial futures. This year’s theme—The Distinctive Professional—will focus on topics such as delivering advice that inspires clients to take action, understanding client decision-making and recognizing personal biases and their impact on client engagements.
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Who attends and why?

Learn, grow and connect at these exciting events.

Financial Planners

Regulators & Government Representatives

Financial Planning Week events attracts regulators and representatives from all levels of government every year to learn about the important role financial planning plays in the lives of Canadians and to network with financial planners and other industry players.
Learn the skills every planner needs to create effective connections with, earn continuing education credits and network with others who understand the passion and hard work that goes into growing as a financial planner in Canada.
  

Educators

Industry Leaders

Connect with CERTIFIED FINANCIAL PLANNER professionals and prospective financial planners. Learn about the key issues that are top of mind for financial planners and explore opportunities for advancing your offerings.
Network with the most influential people in financial planning at this must-attend event. Connect with fellow industry leaders, financial planners, regulators and government representatives as you learn about the ever-evolving financial planning profession.

Financial Planning Week 2018​ 

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