Launched in 2009 and an integral part of Financial Literacy Month (November), Financial Planning Week is part of an ongoing effort by FP Canada and the Institut québécois de planification financière (IQPF) to raise awareness of financial planning as fundamental to the financial well-being of Canadians.

Goals of Financial Planning Week

  • Raise awareness of the importance of financial planning and provoke a call to action to all stakeholders for the benefit of all Canadians

  • Encourage industry to promote the value of financial planning to their clients

  • Provide a platform for financial planning professionals to discuss the necessity and progress of a financial planning profession

  • Encourage consumers to take positive “planning” action

  • Promote the benefits of financial planning to Canadians, financial services providers and regulators

  • Promote the value of the CFP designation to the industry and public

Vision 2020: The Heart of Financial Planning Week

Financial Planning Week was launched in 2009 with the vision that, by the year 2020, Canada will be shaped by a nation of people, organizations and a regulatory environment that:

  • Values financial planning

  • Shares and assumes responsibility to ensure the financial planning needs of Canadians are well served

  • Has a viable financial planning profession that ensures that those who need professional advice have broad access to competent, ethical financial planners

Financial Planning is for Everyone During Financial Planning Week and Year-round

More than just budgeting and saving, financial planning is a process that sets you on a course to achieve your life goals through the proper management of your financial affairs.

Your choice of financial planner matters because your financial planner has the potential to directly affect your financial well-being, today and in the future. With the exception of Quebec, people who call themselves financial planners are not required to obtain any credentials whatsoever. In the absence of government regulation, you must ensure that your planner is indeed trained, certified and held accountable in providing professional financial planning.

For more information on Financial Planning Week in your community, visit

To find a CFP professional in your area that will help guide you financially, use our Find Your Planner tool.

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