Financial Planning Standards Council (FPSC®) will host its fourth annual Financial Planning Vision 2020 Symposium on November 20, 2012 at the Old Mill Inn in Toronto. The popular Symposium, will be attended by industry leaders, regulators, government and financial planners, and will feature lively discussions on current and emerging issues in the financial planning industry.
Financial Planning Vision 2020 Symposium
To view the full Symposium Agenda, click here.
The Financial Planning Vision 2020 Symposium, “Enduring Challenges, Fresh Opportunities”, included the following presentations and discussions:
Bridging the Gap – Strengthening Relationships with Four Generations; Symposium Keynote Speaker: Seth Mattison, Millennial Keynoter, Bridgeworks, LLC
Financial Literacy: Is Knowing Enough?; Gary Rabbior, President, Canadian Foundation for Economic Education
Working and Connecting in a Culturally Diverse World; Lionel Laroche, President, MCB Solutions
FPSC’s Value of Financial Planning Study; Tim Woolstencroft, Managing Partner, The Strategic Counsel
Financial Planning – A Global Perspective; Karen Schaeffer, FPSB Board Chairperson
The Future of the Profession: Will Certification Shape the Next Generation of Financial Planners?; Cary List, President & CEO, FSPC
Naturally Irrational – Human Behaviour and Finances; Dilip Soman, Professor of Behavioural Economics, University of Toronto
Client Engagement: From Awareness to Action; Kelly Murumets, President, ParticipACTION
Celebration of the Profession Reception
The Celebration of the Profession Reception followed the Symposium in which FPSC honoured newly certified CFP® professionals, the 2012 President’s List and Fellow of FPSC™ recipients.
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