FP Canada’s Financial Planning Conference – join us online

The world is changing in new and unexpected ways, bringing challenges and opportunities for financial planners and their clients. What remains unchanged is FP Canada’s commitment to helping financial planners stay at the leading edge of their profession. Organized with the busy professional in mind, this conference features inspired keynote sessions, riveting panel discussions and insights from the latest industry research, that you can apply to your practice right away.

Illustration of people jumping into virtual event on a computerThis year we’re raising the bar with multiple keynote speakers and concurrent sessions to help you gather knowledge, share ideas, network with other practitioners who are as passionate as you and are committed to refining their craft and working to shape the future of the profession.

Hosted once again by CTV Chief Commentator Pattie Lovett-Reid, CFP®, and FP Canada Fellow™, our conference brings together professional financial planners, industry leaders, regulators, and educators to continue to forge a future where all Canadians have access to professional financial planning that supports their diverse needs.

 

 

 

Come join us online to:

  • Connect with financial planners who are as passionate and committed as you to helping Canadians have the financial confidence and wellbeing they need

  • Gather insights from the latest industry research and panel discussions that you can apply to grow your practice

  • Develop new skills that will help your clients succeed and achieve their goals


All for one low price Illustration of people working online together

One ticket ($249 + tax) gives you access to a compelling series of keynote sessions, riveting panel discussions and insights from the latest industry research, to help you stay at the leading edge of the profession. You’ll also have an opportunity to network with like-minded professionals in the lounge and talk with sponsors at their booths. Don’t forget to have your picture taken at the photo booth and then share on social media. You’ll receive 10.25 Continuing Education credits: 6.25 Financial Planning, two for Professional Responsibility and two for Practice Management.  

 


Conference key takeaways

  • Identify a range of strategies you can readily implement to better connect, engage with financially independent women and diverse client groups, where traditional approaches aren’t as effective.

  • Learn how you can deepen your relationship with clients going through life transitions; support clients with mental health challenges, in a balanced, purposeful way.

  • Position your practice for success: identify and implement strategies by negotiating with clients on value.