INDUSTRY GUIDE TO FINANCIAL PLANNING WEEK

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1 INDUSTRY GUIDE TO FINANCIAL PLANNING WEEK Tips, Tools & Opportunities to Help Your Organization Make the Most of Financial Planning Week FINANCIAL PLANNING WEEK provides a significant opportunity for your organization to raise client awareness of the financial and emotional benefits of engaging in professional financial planning. This is also your chance to rally your financial planning teams, increase their exposure and enhance their professional skills. We are pleased to offer details on the resources Financial Planning Standards Council can provide to support your own efforts as you make the most of this important week for Canadians. INSIDE Awareness Campaign 2 Bookmarks 2 Raise Awareness 3 Social Media Tips 3 Events 4 Inspire Your Team 6 Recognize Staff 6 At a Glance: Key Dates to Remember November 2-22 November 6 November November 16 November 17 November 18 Build Your Financial Plan with a CFP Professional television campaign FP Standard published and distributed through Investment Executive newspaper and at fpsc.ca Financial Planning Week takes place across Canada The Globe and Mail s Financial Planning Week Special Information Feature published across Canada (updated content available online until February 2016) Celebration of the Profession Dinner and Reception Old Mill Toronto Ethics Breakfast Session Old Mill Toronto CFP Professional Symposium Old Mill Toronto November 20 Ethics Breakfast Session Pan Pacific Vancouver CFP Professional Symposium Pan Pacific Vancouver CFP, Certified Financial Planner and the logo are certification trademarks owned outside the U.S. by Financial Planning Standards Board Ltd. (FPSB). Financial Planning Standards Council is the marks licensing authority for the CFP marks in Canada, through agreement with FPSB. All other are registered trademarks of FPSC, unless indicated. Copyright 2015 Financial Planning Standards Council. All rights reserved.

2 Financial Planning Week Awareness Campaign Will Reach Millions of Canadians FPSC will be conducting a variety of marketing initiatives to help raise awareness about financial planning and its importance to the well-being of Canadians. Watch for the following activities leading up to and during Financial Planning Week. Build Your Financial Plan with a CFP Professional FPSC s Build Your Financial Plan with a CFP Professional television campaign will air across the country from November 2 to 22 The television commercial and YouTube video drive viewers to the FPSC website and our Find a Planner or Certificant tool. Globe and Mail Financial Planning Week Supplement The Globe and Mail s annual Financial Planning Week Special Information Feature will reach 1.4 million print and online readers. The print edition will be available on November 16, with an online component that is updated and promoted on social media platforms and other channels through February FP Standard The FP Standard magazine, FPSC s semi-annual publication of ideas, thoughts and trends in the financial planning profession, will be published on November 7 and will reach more than 70,000 readers in the financial services industry through insertion in Investment Executive. On October 1, FPSC will launch the consumer website financialplanningforcanadians.ca with an abundance of content that will assist consumers in making appropriate considerations when it comes to financial planning and choosing a qualified professional to assist in the process. The launch will be supported by online advertising, media relations outreach, and will include special features. Throughout the month of October, FPSC will be encouraging Canadians to participate in a poll, the results of which will be used to provide content for earned media and outreach. Be sure to log in to FinancialPlanningforCanadians on October 1. Bookmark these FPSC pages Stay Up-To-Date On All the Latest Financial Planning Week News and Announcements FPSC Website: Consumer Website: Facebook: Twitter: LinkedIn: YouTube: fpsc.ca FinancialPlanningforCanadians.ca facebook.com/fpsc.ca twitter.com/fpsc_canada linkedin.com/company/financial-planning-standards-council youtube.com/user/ FPVision2020 2

3 8 Ways Your Organization Can Raise Client Awareness of Financial Planning Week and the Importance of Financial Planning 1. Have your teams ensure that their profiles on the FPSC Find a Planner and Certificant tool are up to date and comprehensive. To update their profiles they must log in here. 2. Be sure your clients and other stakeholders know the Value of Financial Planning. Use this threeyear longitudinal study on the impact of comprehensive financial planning related to the financial and emotional well-being of consumers. The results can be used to support your own news releases, blogs and advertisements. Hard copies of the research summary brochure are available for purchase through the FPSC Portal. 3. Share the Build Your Financial Plan with a CFP Professional video, available on YouTube, with your employees, clients and social media networks. 4. Help your clients understand How is Financial Stress Affecting Canadians? with FPSC s research and infographic showing that many Canadians consider money to be their greatest stress. 5. Issue your own financial planningrelated news and research findings to local and national media leading up to and during Financial Planning Week. Engage your communications staff or public relations firm to secure newspaper, radio and television interviews. 6. Use FPSC s customizable Here s the Plan brochure and presentation to help your clients understand the financial planning process, the benefits of engaging in financial planning and the value of working with a CFP professional. 7. Get your clients engaged! Have them participate in the FPSC poll that will be available throughout the month of October on FinancialPlanningforCanadians.ca. They will have an opportunity to win cash prizes if they share links to the site with their social networks. 8. Repurpose the editorial content available October 1st on our new consumer site, FinancialPlanningforCanadians.ca. Share articles of interest with your clients and prospects. Connect with Your Stakeholders on Social Media Use the hashtag #FPWCanada for Facebook, Twitter and Instagram posts. Spread the word about the long and short-term benefits of sound financial planning. Tweet remarks at the FPSC-hosted events which include the Celebration of the Profession Dinner in Toronto, Ethics Breakfasts in Toronto and Vancouver and the CFP Professional Symposiums in Toronto and Vancouver. Like, retweet and/or share updates from FPSC s Facebook, Twitter, LinkedIn and YouTube pages. Post messages to help clients and other stakeholders understand the need for financial planning and your organization s commitment and expertise in providing this invaluable service. Download FPSC s customizable Here s the Plan presentation and post it on your website. Share statistics from FPSC s How is Financial Stress Affecting Canadians? research. Post and share the Build Your Financial Plan with a CFP Professional video. Start a blog and expand your networks use content from FinancialPlanningforCanadians.ca (available on October 1, 2015). Encourage your team to follow FPSC on Facebook, Twitter and LinkedIn to receive all the latest FPW updates. 3

4 Build Your Team s Professional Skills While They Earn Valuable CE Credits Reserve Your Seats Today for FPSC-Hosted Financial Planning Week Events FPSC is hosting Financial Planning Week events in both Toronto and Vancouver. We encourage you to reserve your seats as soon as possible using our new streamlined online registration form events sell out very quickly. The CFP Professional Symposium, Ethics Breakfast Session and Celebration of the Profession Dinner will help to educate and inspire CFP professionals and those on the path to CFP certification, providing personal, professional, and organizational benefits that last long beyond Financial Planning Week. The breakfast session and symposiums earn your team invaluable continuing education credits. CELEBRATION OF THE PROFESSION RECEPTION & DINNER with keynote address by Ontario Finance Minister Charles Sousa Location Registration Fee $99 Branded Tables of Eight $792 Old Mill Toronto Tuesday, November 17 (6:00 to 9:30 p.m.) At this year s Celebration of the Profession Dinner we are pleased to welcome keynote speaker and special guest Charles Sousa, Ontario s Minister of Finance, who has appointed an Expert Committee to examine the regulation of financial planning in the province. Join a large cross-section of high-profile decision makers in the financial services industry, regulators and representatives from all levels of government, along with CFP professionals, students, educators and media, for this evening of celebration and networking. The event will be hosted by comedian Judy Croon of Second City fame. ETHICS BREAKFAST SESSIONS Toronto Old Mill Toronto Wednesday, November 18 (7:15 a.m. to 8:45 a.m.) Vancouver Pan Pacific Vancouver Friday, November 20 (7:15 a.m. to 8:45 a.m.) Registration Fee $49 Branded Tables of Eight $392 FPSC-Approved CE Credits 1.5 (including 1 credit in mandatory Professional Responsibility category) Earn valuable mandatory CE credits at this special breakfast session moderated by Damienne Lebrun-Reid, FPSC s Director of Standards and Enforcement, and featuring a thought-provoking discussion by FPSC President & CEO Cary List and ethics expert Rod Burylo, who will explore difficult ethical decisions and challenges that often occur in practice. 4

5 CFP PROFESSIONAL SYMPOSIUM: TRUST MATTERS Toronto Old Mill Toronto Wednesday, November 18 (9:00 a.m. to 4:30 p.m.) Vancouver Pan Pacific Vancouver Friday, November 20 (9:00 a.m. to 4:30 p.m.) Registration Fee $299 (includes continental breakfast and buffet lunch)* Branded Tables of Eight $2,300 FPSC-Approved CE Credits 5 * Vancouver Symposium also includes a Stakeholder Reception from 4:30 to 6:30 p.m. Trust is the bedrock for building strong, sustainable relationships. Canadians must be able to trust financial planners to help them achieve financial well-being. Placing their confidence and faith in their planner means not only expecting exceptional technical competence from a CFP professional, but also unquestionable honesty, integrity, loyalty and respect factors that are central in all relationships. This year s CFP Professional Symposium offers an opportunity to explore this important topic with colleagues and experts while providing practical tools that can be put to use immediately. You can also earn five Continuing Education credits. Explore These Thought-Provoking Topics at the CFP Professional Symposium Based on last year s success, we anticipate that this event will once again sell out, so reserve your seats early using our new streamlined registration process. Last year s Symposium attracted a record number of attendees from BC, Alberta, Saskatchewan, Manitoba, Newfoundland, Quebec and Ontario, with 84% saying they would probably or definitely attend this year. SCOTT STRATTEN KEYNOTE Un-Marketing 101 For generations, marketing has been hypocritical. We ve been taught to market to others using tools that we ourselves hate, like cold-calling, flyers, ads and so on. So why do we still keep trying the same stale marketing moves? Sponsor: MD Financial Management BOB GRAY Making Memorable Connections Always thought you had a bad memory? Let Bob Gray Change your Mind. Sponsor: TD Wealth Financial Planning PHIL BILLINGHAM, CFP Transitioning From a Sales Focus to a Professional Planning Practice Phil Billingham is a specialist in assisting financial planning firms to survive and thrive during regulatory change. Sponsor: HollisWealth DR. MOIRA SOMERS Why Good Clients Ignore Great Advice Overcoming the Implementation Impasse The human brain is one of the most amazing, elegant, vulnerable, and error-prone things in the universe. Add money to the mix, and things really get interesting! Sponsor: BMO JOHN POYSER Issues with Trusts Many older clients go through a stage where they suffer from diminishing capacity. How long can you serve as their advisor before it is unsafe for them (and you) to do so? 5

6 Tips, Tools and Opportunities: Use FPSC-Hosted Financial Planning Week Events to Educate and Inspire Your Team 1. Be sure your organization is represented at each event with a branded table. 2. Provide tickets to the events as incentives for your team. Recognize Staff Who Have Achieved CFP Certification and Help Those 0n the Path to Certification Review the list of newly certified individuals in The Globe and Mail special information feature on November 16 to see which of your colleagues has recently obtained CFP certification. Circulate and celebrate their accomplishment with colleagues and clients. Leverage the focus on Financial Planning Week to encourage and incent your team members who may be interested in obtaining CFP certification or FPSC Level 1 Certification in Financial Planning. 3. Encourage your staff to take advantage of the events to help complete their annual Continuing Education (CE) requirements: The CFP Professional Symposium qualifies for 5 FPSC-Approved CE Credits, while the Ethics Breakfast Session qualifies for 1.5 credits (including 1 in the mandatory Professional Responsibility category). 4. If your colleagues are being honoured as Fellow of FPSC recipients or members of the President s List, acknowledge their accomplishment in internal newsletters and news releases and attend the Celebration of the Profession Dinner to support and celebrate their achievement. FPSC is Here to Help If you have questions, comments or ideas about Financial Planning Week and how your organization can get involved in this important week for Canadians, please contact Kimberley Ney, FPSC s VP, Communications, at [email protected], , ext. 225 or We look forward to seeing you during Financial Planning Week. 6