Next week, the first week of December, senior FPSC staff will be holding Town Hall meetings in Vancouver, Calgary and Winnipeg. While the new Financial Planning Practice Standards will be the centre of attention, other FPSC initiatives and activities will be discussed. Here is the where and when:
ON:
Tuesday, December 2, 2003
5:00 p.m. to 6:30 p.m.
AT:
The Listel Vancouver Hotel
1300 Robson Street
Vancouver
ON:
Wednesday, December 3, 2003 5:00 p.m. to 6:30 p.m.
AT:
The Fairmont Palliser
133 9th Street
Calgary
ON:
Thursday, December 4, 2003
5:00 p.m. to 6:30 p.m.
AT:
The Fairmont Winnipeg
2 Lombard Place
Winnipeg
Please note that the Vancouver Town Hall meeting was originally scheduled at the Pacific Palisades Hotel. If you would like to attend one of these meetings, e-mail Liz Ptak at lptak@cfp-ca.org. More meetings will be scheduled for the new year. We will keep you posted.
Understanding something is the key to accepting it. The consumer survey we conducted in the Spring revealed that financial planning as a service is still not entirely understood by most Canadians. But they are willing to be educated.
FPSC's Learning Centre will offer unbiased information on a variety of financial planning related topics - estate planning, tax planning, retirement planning, personal risk management, investment planning, personal finance management, general financial planning and other special financial planning related topics such as educating youth on money matters and cross-border financial issues. Have you written articles? Would you like to? Where do you send your clients for information? Let us know. Contact FPSC Communications.
The launch of the Financial Planning Practice Standards at a event on October 7 drew media attention from both trade and consumer publications. In October, articles appeared in The Toronto Star, The Globe and Mail, The National Post and the Winnipeg Free Press. The Boston Globe even ran a story about the Practice Standards. And there was more coverage in industry publications, Investment Executive, Advisor's Edge and advisor.ca.
We're sending out E-Blast News on the last Thursday of every second month from now on instead of the last Friday. If you get it on Thursday or Friday, there is a better chance it won't be lost in your spam that has accumulated over the weekend.
The next E-Blast News will be sent to you January 29, 2004. Have a happy holiday season.
CFP®, CERTIFIED FINANCIAL PLANNER® and are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd. (FPSB). Financial Planners Standards Council is the marks licensing authority for the CFP marks in Canada, through agreement with FPSB.