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Be sure to mark your calendars for Financial Planning Week 2017, taking place November 19 – 25, 2017.

Financial Planning Week 2016 Recap

We would like to thank everyone who participated in Financial Planning Week 2016, which took place November 20 to 26. Whether you attended the CFP Professional Symposium, Ethics Breakfast Session or the Celebration of the Profession Dinner, or simply started a conversation about the importance of financial planning to the well-being of Canadians, you contributed to the most successful Financial Planning Week yet. 


FPSC-Hosted Event Highlights

We were pleased to welcome a record 1100 delegates to our 2016 events, which included the CFP Professional Symposiums in Toronto and Vancouver, Ethics Breakfast Sessions in Toronto and Vancouver, and Celebration of the Profession Dinner in Toronto. The events were attended by stakeholders from across Canada, with representation from Ontario, Quebec, Manitoba, Alberta and British Columbia.

2016 Awareness Campaign 

FPSC’s annual Financial Planning Week awareness campaign included a variety of marketing initiatives to help raise awareness about financial planning and its importance to the well-being of Canadians. The following activities took place leading up to and during Financial Planning Week:
  • FPSC’s Canadians and Their Finances research was covered in 57 print, online, radio and television outlets throughout the country, for a total of 8.6 million impressions.
  • A digital advertising campaign was viewed more than 3 million times through Google AdWords and Facebook advertising.
  • Globe and Mail Financial Planning Special Feature: The print edition was published on November 21, reaching more than one million readers across Canada. An online component will be updated and promoted through February 2017.
  • CARP Member Outreach: In conjunction with an advertising campaign in Zoomer magazine, a dedicated e-blast about the value of financial planning and how to find a qualified planner was sent to 80,000 CARP members on November 23.
  • FP Standard: FPSC’s semi-annual publication of ideas, thoughts and trends in the financial planning profession was published on November 14. It reached more than 70,000 readers in the financial services industry through insertion in Investment Executive and other distribution channels.
  • and experienced their highest ever traffic in November. The “Find a Planner or Certificant” search tool had more than 25,000 page views, while there were almost 11,000 sessions on the consumer website.
Thank you to our Financial Planning Week 2016 sponsors:

Platinum Title Sponsor:

                                               IE%20Logo%20Web                             Advicent_Web                        Equitable Bank Web            IDFA Web