Thank You for Participating
Thank you for joining us at the FP Canada™ Financial Planning Conference. Our 2022 theme was Connect, Grow, Achieve. We hope you found the programming engaging and informative – and that you gathered helpful takeaways and strategies to apply to your practice.
Our 2022 conference was held virtually once again, and we had close to 2000 participants join us from coast to coast to coast. Financial planners, industry leaders, regulators, and educators came together to continue building a future where all Canadians have access to professional financial planning that supports their diverse needs.
Highlights from FP Canada’s 2022 Financial Planning Conference
Here’s what participants learned over the course of our three-day conference.
Day 1 – November 22, 2022
- Riaz Meghji, author and human connection expert, taught us how to spark genuine conversations, build trust, and generate new business in virtual spaces – without sacrificing authentic connection.
- Meghaan Lurtz, Senior Research Nerd at kitces.com, discussed how financial professionals can leverage different types of questions effectively in relationships with clients.
- Gayathri Shukla, founder of Campfire Kinship, talked about how financial planners can use storytelling to deliver memorable messages for maximum impact.
- Julia Chung, CFP®, Senior Planner at Spring Planning, and Damienne Lebrun-Reid, Executive Director, Standards & Certification Head, FP Canada Standards Council, provided practical tips for supporting multidisciplinary teams to help clients achieve better outcomes.
TESTIMONIAL: “FP Canada has set an incredibly high bar! What a wonderful 3 days we had!” – J.A.
Day 2 – November 23, 2022
- Linda Nazareth, Senior Fellow at the Macdonald-Laurier Institute, helped us understand the demographic and economic trends set to shape the future – and what they mean for financial planners and their clients.
- Ellen Bessner, Partner at Babin Bessner Spry LLP, talked about what to do when our clients don’t follow our advice – or make financial planning decisions that don’t serve their best interests.
- Jesse Hirsh, founder of the Academy of the Impossible, examined the ways technology is changing our relationship with authority, exploring who we trust, who we listen to, and how we plan for our future.
- Our Fintellect Roundtable offered insight into the challenges and opportunities associated with technology in the financial planning context. Panellists included Fintellect Task Force members Christopher Dewdney (Principal, Dewdney & Co.), Jill Huls (leader of Thrive Wealth Management) and Neil Gross (Independent Director, Compliance & Regulatory Consultant).
TESTIMONIAL: “This is my first time attending. I have really enjoyed all the speakers. Excellent! Thank you.” – P.M.
Day 3 – November 24, 2022
- Phillipe d’Astous, Director at Financial Education Lab HEC Montréal, helped us navigate new HEC research that looks at how financial planners provide advice given their different backgrounds and tendencies. Alexandra Macqueen, CFP and Director of Content Development at the FP Canada Institute, discussed a new tool aimed at helping planners identify bias.
- Pawan Jain, CFP, and Dr. Vishaal Baulkaran (Assistant Professors at West Virginia University and the Dhillon School of Business at Lethbridge University, respectively) walked us through research conducted through the University of Lethbridge on different options for leveraging residential home equity.
- Laura Tamblyn Watts (President and CEO of CanAge) and Carole Cohen (Professor at the Department of Psychiatry at the University of Toronto) spoke with Tamara Center, Director, Professional Standards and Conduct at FP Canada, about what to do when a client is incapable of making financial decisions.
TESTIMONIAL: “Thank you to the entire FP Canada team…for [this] great opportunity for all of us to keep pace with changes in industry as well as help our clients fulfill their financial dreams.” -S.T.
A note on CE credits:
To receive all 11.5 Continuing Education (CE) credits available, you must view all conference sessions, including all concurrent sessions, whether live on the day or through the on-demand recordings, by December 31, 2022.
For FP Canada, attendees will receive CE credits for any sessions watched – for example, if you skip a session, you will receive CE for the other sessions, but not the one you skipped. For MFDA and IIROC, attendees must watch all the sessions taking place each day (anytime prior to Dec. 31, 2022) to receive CE credits – there is no partial CE – CE is awarded for the full day. If you skip a session, you will not receive CE credits for that day.
All sessions are available to view under the “Sessions” tab in the conference platform menu. FP Canada will be emailing all attendees prior to the end of December to confirm any CE not completed. CE confirmation will be sent in January 2023.
Thank you to all our sponsors for their generous support! We look forward to seeing you again in November 2023.
Join Us Virtually for the FP Canada™ Financial Planning Conference
From new technology to shifting client expectations, widespread change continues to shape the financial planning landscape. FP Canada is staying ahead of the curve with our 2022 Financial Planning Conference.
This year, we’re exploring emerging trends and innovation as well as foundational knowledge and ethical insights that you can apply to your practice every day. We’ll connect online, allowing you to enjoy a lineup of inspiring keynote speeches, informative panels, and engaging sessions – no matter where you are in the country.
Coming Together Across Canada
FP Canada’s Financial Planning Conference isn’t just about acquiring new knowledge. It’s also about cross-country engagement. Fortunately, our 2022 online conference format provides ample opportunity for networking and connection.
Returning host Patricia Lovett-Reid, CFP®, FP Canada Fellow™ (former CTV Chief Financial Commentator and recipient of the Donald J. Johnston Lifetime Achievement Award) helps us create space for financial planners, industry leaders, regulators, and educators to share ideas that will positively impact the profession.
Our 2022 Platinum Sponsor
FP Canada is excited to welcome TD as the platinum sponsor for this year’s Financial Planning Conference. With the generous support of TD and our other sponsors, we’re able to provide an incredible lineup of keynotes, sessions, and much more.
Connect. Grow. Achieve.
Ongoing professional development is one of the keys to serving the best interests of your clients and growing in your financial planning career. Our 2022 Financial Planning Conference brings you in-depth research and illuminating insights, which you can leverage right away.
Here are just a few ways you can make the most of the conference and our 2022 theme: Connect. Grow. Achieve.
- Connect with likeminded professionals, build your network, and gain wisdom from industry-leading speakers.
- Grow your practice by learning strategies to support clients and extracting insights from trends impacting the industry.
- Achieve more for your clients by developing new skills that will allow you to help them build their financial confidence and well-being.
What Past Participants Say…
“All the sessions were relevant and informative and [it was a] great experience overall. Nice work around creating an engaging and interactive virtual conference. Well done!”
“Such great content with a cross over to our own lives personally and professionally.”
“Love the format of the online access. So cool that it looks like a theatre, easy access to the sessions, etc.”
Better Insights to Help You Grow
- Learn how to establish meaningful connections with clients from all walks of life by starting genuine conversations and asking the right questions.
- Reach new prospective clients by delivering relevant and powerful messages that resonate.
- Find out how to work with clients who may not be capable of making financial decisions – and those who make decisions that don’t serve them well.
- Further build your business by leveraging new technologies and tapping into demographic and economic trends.
FP Canada CE Credits
Attendees can earn up to 11.5 FP Canada Continuing Education (CE) credits. To earn all credits, you must attend every session in full, including concurrent sessions. For any session you’re unable to attend live, you can view recordings when they’re available on the conference site (the sessions will be made available immediately after they are finished unless there is a need for an edit). To ensure you receive CE credits for this year, please view all CE credits by Dec 31, 2022.
Attendees can earn up to 11.5 MFDA CE credits. To earn all credits, you must attend every session in full, including concurrent sessions. For any sessions that you’re unable to attend live, you can view the recordings when they’re available on the conference site.
Please note that to earn MFDA CE credits for a session, you must attend (and earn credit for) all the sessions taking place on the day it's held. For example, to receive any MFDA credits for Wednesday, November 23, you must attend/view ALL the sessions from that day (at which point you’ll receive the maximum allowable credits for the day). No partial credits will be awarded. To ensure you receive CE credits for this year, please view all sessions by Dec 31, 2022.
By attending/viewing all sessions on each day of the conference, attendees are eligible to earn the following MFDA credits:
Day 1 - 3 CE credits (Professional Development); 1 CE credit (Business Conduct - Ethics)
Day 2 - 2.5 CE credits (Professional Development); 1 CE credit (Business Conduct - Ethics)
Day 3 - 3 CE credits (Professional Development); 1 CE credit (Business Conduct - Ethics)
Attendees can earn up to 11.5 IIROC CE credits. To earn all credits, you must attend every session in full, including concurrent sessions. For any sessions that you’re unable to attend live, you can view the recordings when they’re available on the conference site.
Please note that to earn IIROC CE credits for a session, you must view (and earn credit for) all the sessions taking place on the day it's held. For example, to receive any IIROC credits for Wednesday, November 23, you must attend/view ALL the sessions from that day (at which point you’ll receive the maximum allowable credits for the day). No partial credits will be awarded. To ensure you receive CE credits for this year, please view all sessions by Dec 31, 2022.
By attending/viewing all sessions on each day of the conference, attendees are eligible to earn the following IIROC credits:
Day 1 - 4 CE credits (Professional Development)
Day 2 - 3.5 CE credits (Professional Development)
Day 3 - 4 CE credits (Professional Development)
Information on more accreditations to come.