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lacible | Octobre 2018
C H A I R ' S M E S S A G E
People who know me know that I am socially engaged, that I want to
do my part to improve people's lives. I think that is part of what being
a financial planner is about – in fact, a big part! Financial planners
give back to society by giving advice. Thanks to you, your clients'
wealth increases. The more they follow your advice, the wealthier
they become and the bigger their dreams can grow!
It is this vision of financial planning that is behind the goals I set
for myself for my term at the helm of the IQPF, goals that align
with the IQPF's strategic plan and that target the advancement of
the profession. First, to better serve the public by standing as the
benchmark for personal finance through the official recognition of
the profession of financial planner. Next, the development of tools for
financial planners, to help them serve their clients even better. Finally,
the establishment of value-added partnerships for the profession,
because strength in numbers will take us further. Indeed, at the congress
that just ended, we signed an agreement with the Financial Planning
Standards Council (FPSC), which will become FP Canada on April 1, 2019.
2019-2022 strategic plan
I was talking earlier about the IQPF's strategic plan. Since 2010, we
have been doing triennial strategic planning exercises to create an
action plan that identifies issues and key objectives. In our 2016-
2019 strategic plan, we identified four issues to guide our strategic
orientations, our objectives and our actions: protection of the public,
training and recruiting financial planners, governance and the official
recognition of the profession.
Since this is the last year of that strategic planning exercise, the IQPF
Board of Directors started work in August on the 2019-2022 strategic
planning exercise, which will be made public in April 2019.
FINANCIAL PLANNING,
TO GIVE BACK TO
SOCIETY
