The Cornerstone of Financial Planning Week: Collaboration.
Financial Planning Week is a national initiative aimed at consumers and industry stakeholders to help raise the awareness and importance of financial planning. Our initiative aims to help Canadians build a better financial future by effective use of planning.
Working in association with FPSC on Financial Planning Week 2012 is open to any organization with an interest in financial planning. Please view the document below for this year's sponsorship opportunities.
Platinum
The Institut québécois de planification financière (IQPF) is the only organization in Quebec authorized to grant financial planning diplomas and to establish rules concerning the ongoing professional development of professional financial planners. Only professionals recognized by the IQPF are authorized to use the title of Financial Planner (F.Pl.). The IQPF is also the only organization in Quebec entirely dedicated to and reserved for financial planners.
Oliver's supports the educational objectives of aspiring professionals in the financial services industry. Since 1982, it has provided course content and study-support materials that simplify effective learning. Oliver’s has evolved into a cutting-edge purveyor of core curricula education in electronic and print formats, driven by a thorough understanding of all regulatory requirements. Oliver’s deals directly with financial institutions and licenses core curricula to major community colleges and other authorized core curriculum providers.
Silver
The CIFPs is a non-profit association of Canadian Certified Financial Planner® professionals. The association is an independent, effective, and powerful advocate for the CFP certification marks and the financial planning profession in Canada.Membership is open to all Canadian CFP® professionals, Associates who have completed their pre-license educational requirements, Students who are currently enrolled in a qualified educational program leading to CFP certification, and concerned investors.
CIFPs will advocate on behalf of its members and the CFP certification marks with regulators and the public. We won't let them forget that the CFP marks represent the highest standard for financial planners - here at home, and abroad.
Meridian is Ontario’s largest credit union, serving more than 263,000 Members at 61 Branches and eight Commercial Business Centres in communities across south central Ontario. With more than 70 years of banking history, Meridian delivers a full range of financial services, solutions, and advice tailored to meet each Member’s individual needs, including access to The Exchange® Network with more than 2,400 no-fee ABMs in Canada. Membership in Meridian is open to anyone looking for a financial services provider with a local, community focus that offers a viable alternative to traditional banking options.
Bronze
Edward Jones Financial Advisors specialize in helping individual investors achieve their long-term financial objectives. The firm's financial advisors do this from single broker offices located in the communities where their clients live and work. These convenient locations enable financial advisors to meet and work with their clients face-to-face. The firm believes that only by knowing clients on a local, personal level can its brokers effectively provide the appropriate investments and services to help their investors achieve their financial goals.
Supporter of FPW
Advocis, The Financial Advisors Association of Canada, is the association of choice for financial advisors and planners. With more than 11,000 members across the country, Advocis is the definitive voice of the profession, advocating for professionalism and consumer protection. Professional financial advisors and planners are critical to the economy, helping consumers make sound financial decisions that ultimately lead to greater financial stability and independence. Advocis works with decision-makers and the public, stressing the value of financial advice and striving for an environment in which all Canadians have access to the advice they need.
The American Chamber of Commerce in Canada ("AmCham Canada") promotes two-way trade and investment in North America. AmCham Canada fosters the U.S.-Canada trade relationship for companies of various sizes currently operating, or interested in operating, on both sides of the Canada-U.S. border. Companies and organizations that share our vision for the expansion and enhancement of cross-border business opportunities are encouraged to join. AmCham Canada is affiliated with the US Chamber of Commerce as part of a global network of American Chambers in 115 countries. For additional information, please contact the Ontario Chapter. Follow us on Twitter @AmChamOntario.
BMO Nesbitt Burns is one of North America’s leading full-service investment firms. It has been committed to helping clients meet their investment objectives and goals for 100 years. Today, BMO Nesbitt Burns is focused on meeting the needs of individual investors through a customized approach to wealth management, including award winning research. As part of BMO Financial Group, BMO Nesbitt Burns also provides clients with access to one of the broadest selections of wealth management solutions and services available today.
The MBA (FS) is an accredited degree designed in partnership with our affiliates. It is recognized as the best in the country for meeting the need of financial services professionals. Members from affiliated organizations can leverage professional certificates to gain advanced standing. Conventional MBAs can be difficult because they require regular on-site attendance. The MBA (FS) offers a combination of on-line learning and in-person intensives. Participants study when they want, where they want. Continue to work full time, while simultaneously achieving a graduate degree.
Dorothy Hagel, LL.B, CFP®, is a lawyer, whose practice focuses on all aspects of estate matters, including estate planning, administration and litigation. Ms. Hagel sponsors community events and partners with other professionals to educate the public and the financial planning community on estate planning and advocates the importance of planning for one's own legacy. Ms. Hagel is known for providing regulatory compliance consulting for investment dealers, mutual funds dealers, portfolio managers and financial advisors. She also defends financial services industry professionals, who face disciplinary proceedings and regulatory enforcement actions.
The Financial Consumer Agency of Canada (FCAC) is an independent body working to protect and inform consumers of financial products and services. With educational materials and interactive tools, FCAC provides objective information about financial products and services to help Canadians increase their financial knowledge and confidence in managing their personal finances. FCAC informs consumers about their rights and responsibilities when dealing with banks and federally regulated trust, loan and insurance companies. FCAC also makes sure that federally regulated financial institutions, payment card network operators and external complaints bodies comply with legislation and industry commitments intended to protect consumers.
In Canada, there is a scarcity of independent, unbiased research on many of the strategies that financial planners routinely employ to help their clients.
The FPSC Foundation is dedicated to funding empirical, technical and behavioral research on financial planning strategies to support financial planning professionals to ensure Canadians are getting the best advice to suit their unique circumstances.
This research will inform improved financial planning tools and strategies while enhancing the credibility and stature of the financial planning profession, resulting in a body of research that includes the latest and most innovative ideas in financial planning.
Investors Group Inc. is a Canadian leader in providing personalized financial planning and is dedicated to building lasting client relationships. Our goal is to help Canadians provide for the people they care about throughout their lives. Investors Group serves over one million clients through a dedicated Consultant network and staff team, working out of hundreds of Financial Planning Centres across Canada. Investors Group Inc. is a member of the IGM Financial Inc. group of companies.
The Society of Trust and Estate Practitioners is a unique professional association. It is the leading representative and training organization for trust and estate practitioners. Headquartered in London, England, STEP provides members with a local, national, and international educational and business network of 17,500 professionals in 66 countries, all of whom are focused on the responsible management of assets today and for generations to come.
Education is one of STEP’s primary goals and the key to its mission – to raise and promote standards in technical knowledge and public service.
Industry Media Sponsor
Launched in 1989, Investment Executive is Canada's newspaper for financial advisors. Investment Executive offers insightful, hard-hitting news and analysis for financial professionals - stockbrokers, financial planners, insurance representatives, personal bankers and mutual fund salespeople. Investment Executive is read by more than 125,000 financial professionals.
Consumer Media Sponsor
Canadian Investor Magazine reports on investment opportunities in Canada and provides a platform to profile publicly traded companies in various industries including: technology, medical, industry, real estate and finance. The magazine also focuses on investor education by providing expert analysis on investment vehicles such as ETF’s, options and fixed income along with articles about fundamental and technical analysis.
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