CFP® Professional Symposium

Thank You

We were pleased to welcome a record number of guests to our Financial Planning Week events at Toronto’s Old Mill, and to have representation from British Columbia, Alberta, Saskatchewan, Manitoba, Newfoundland, Quebec and Ontario.

At Beyond the Numbers: the CFP Professional Symposium, almost 350 CFP professionals were in attendance as speakers from across North America shared their expertise on emotional intelligence and technical skills. The presentations were extremely well-received, with 83% of attendees indicating they would probably or definitely attend the symposium again.

CE credits


Theme: Beyond the Numbers

There is clear evidence that Canadians are increasingly challenged around their financial futures. The majority of Canadians are not getting the financial planning help they need. The value of planning is that it addresses the whole person – which means a need for high technical know-how and high emotional intelligence to relate to our clients and to regulate ourselves.