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Daniel Lanteigne, F.Pl., B.B.A.
Chair of the Board of Directors of the IQPF
Keep Advancing
To be in step with our times today, we have to cover this territory.
Knowing technological solutions well enough to use them gives us
access to a fascinating world of possibilities. Understanding the main
cognitive biases of our clients helps us guide them toward optimal
choices that best reflect their situation and personality. Adapting
the way we present our recommendations also helps eliminate the
harmful effects of our clients' biases. We need to keep an eye out
for and with them.
Advisory service, which is based on human relationships, offers
clear value for achieving your clients' financial goals. Emotional
intelligence is hard for artificial intelligence to reproduce, because
of its complexity. This might mean that human beings will keep
the upper hand for a long time yet, don't you agree? That's the
reason our profession is and will continue to be in increasing demand.
That growth in demand is creating pressure to recruit the financial
planners of the future. Even though the number of financial planners
aged 26 to 30 has nearly doubled since 2013, this age group still
represents just 8% of all people who hold an F.Pl. licence. Attracting
new talent and supporting them as they enter the profession is a
challenge for all of us.
What's New at the IQPF
The IQPF is keeping an eye on these changes and making sure they
are reflected in the professional development activities it creates for
us financial planners. The two go hand in hand.
Right now, we're working on a new format for this year's congress.
In addition to offering a choice of workshops, as many people
suggested, we also plan to make the impact of the pandemic on
financial planning a feature topic. We're also going to open up the
congress to other audiences and work to encourage younger workers
to join us. Being in step with the times demands nothing less!
Enjoy!
