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E-Blast News

  January 26, 2004

Table of Contents

1. Licence Renewal
2. Financial Planning Talk Radio
3. FPSC Chair Appearing on CBC's Marketplace
4. Consumer Event & Seminar Calendar
5. Free Electronic Resource for Secondary Students
6. CFP Volunteers Needed to Educate Youth
7. FPSC Discussion Forums
8. Upcoming Advertising
9. Conferences & Seminars

1. Licence Renewal

It's that time of year again — CFP licence renewal. We are diligently working to have our online renewal available next week. Watch for our E-Special e-mail with a direct link to the online renewal. Renewal packages will go out by mail about the middle of February. If you plan on renewing online, do so before then to avoid also getting a package in the mail. It will also help us avoid unnecessary printing and mailing costs. If you do register online but also receive a renewal package, disregard it.

2. Financial Planning Talk Radio

"Informative and empowering." That is how CFUN Program Director Stu Ferguson described the current series of talk shows running at his station. The series of phone-in talk shows sponsored by FPSC and featuring CFP professionals are running on radio stations in Vancouver (CFUN), Ottawa (CFRA) and Toronto (MOJO). Through the magic of the Internet, you can listen in no matter where in the world you are. Access the radio shows through a portal on the FPSC website.

And for those of you who do live in one of these three cities, keep your eye on local buses. As part of the marketing campaign, the exterior of some buses will display advertising directing consumers to listen in.

Due to a technical problem with our Internet Service Provider, events listed on our online Consumer Event & Seminar Calendar for January and February 2004 have disappeared. We are now putting procedures in place to ensure this doesn't happen again. For those of you who submitted events, we apologize for this and ask that you resubmit your event.

With the help of your CFP colleagues, FPSC has a created a financial planning tool kit to teach secondary school students about the basics of financial planning and prepare them for the financial responsibility of post-secondary education. The tool kit is available electronically in PDF format at www.cfp-ca.org/public/public_educatingyouth.asp#toolkit.

FPSC is looking for CFP volunteers to use its new financial planning tool kit to introduce the basic concepts of financial planning to grade 11 and 12 students. If you are interested in educating youth or have contacts at your local secondary school, please contact Merina Hilton, PR Coordinator, by e-mail at rhilton@cfp-ca.org.

Are you willing to facilitate a topic on our Licensee Discussion Forums, share knowledge and/or experience on a specific issue or topic? Contact FPSC Communications.

To see all 12 ads that we have been running in various magazines, go to www.cfp-ca.org/licensees/licensees_ouradvertising.asp.

Advocis Compliance Seminar Series
Addresses the regulations and guidelines of life insurance, mutual fund and financial planning regulators:

Kitchener/Waterloo, Feb. 2; Calgary, Mar. 1; London, Feb. 9; Winnipeg, Mar. 8; Vancouver, Feb. 23; Halifax, Mar. 22.

Strategy Institute
Asset Allocation & Portfolio Management Strategies Super-Summit for Institutional Investors:

St. Andrew's Club and Conference Centre, Toronto, Mar. 23-24.

Advocis National Conference
Telus Convention Centre, Calgary, Alberta, May 26-29, 2004.

Canadian Securities Institute
The Strategy Institute conferences identify challenges and provide expert solutions for business leaders in targeted topic areas.

Institute of Canadian Bankers
The Institute of Canadian Bankers offers seminars throughout the year on a variety of topics.

Morningstar Training
Morningstar Canada offers a series of training sessions eligible for continuing education credits.

Strategy Institute
The Strategy Institute conferences identify challenges and provide expert solutions for business leaders in targeted topic areas.

Advocis
The CFP/CLU annual update program has been developed under the guidance of leading professionals in the financial services industry.

Want to add an event to either the professional or consumer calendars? You will need a username and password. Contact FPSC Communications.

E-Blast News Archive

• November 27, 2003
• September 26, 2003
• July 31, 2003
• May 30, 2003
• March 5, 2003
• November 7, 2002
• October 25, 2002
• October 18, 2002
• May 10, 2002
• April 16, 2002
• March 27, 2002
• December 6, 2001