Keyword: Financial Planning Week

23 results found

New research released in the lead-up to Financial Planning Week

This year's Financial Planning Week will focus on educating clients, as well as on promoting comprehensive standards for the practice

  • By: Leah Golob
  • October 22, 2015 October 30, 2019
  • 23:00

During this year’s 2020 Community Challenge, CFP advisors will donate time and expertise in local communities

  • By: IE Staff
  • October 23, 2014 October 23, 2014
  • 10:50

Financial Planning Week study finds fewer Canadians have a financial plan

  • By: IE Staff
  • November 18, 2013 December 14, 2017
  • 09:15

National television campaign airs Nov. 4-24

  • By: IE Staff
  • November 7, 2013 December 14, 2017
  • 09:50

The annual CFP Professional Symposium will take place Nov. 20 in Toronto

  • By: IE Staff
  • October 11, 2013 December 14, 2017
  • 14:10

FPSC to reveal more value study results at Financial Planning Week Symposium

Each winner will receive an honorarium of $500 to donate to a local charity

  • By: IE Staff
  • November 1, 2012 November 1, 2012
  • 11:00

Speaker line-up confirmed for Nov. 20 event

  • By: IE Staff
  • October 15, 2012 October 15, 2012
  • 09:00

Distinction recognizes those who have made exceptional contributions towards advancing the financial planning profession

  • By: IE Staff
  • July 17, 2012 July 17, 2012
  • 09:20