7
Professional development cycle
I want to remind you that the 2013-2015 professional development
cycle ends on November 30 this year, and that many of you have not
yet fulfilled your professional development requirements. Also, don't
forget that the online course NPPF25 The Financial Planner and the
Client is mandatory for everyone during this cycle.
Financial planning, from coast to coast
In the last issue of La Cible, I mentioned that we were planning to take
advantage of Financial Planning Week to publish a shared definition
of financial planning. As it happens, the shared definition ended up
being published on March 31, 2015, in a booklet called "Canadian
Financial Planning: Definitions, Standards & Competencies."
This publication, which is the result of extensive work in collaboration
with the Financial Planning Standards Council (FPSC), is important
not only as a guide for the general public, who will gain a clear
concept of what they can expect from a financial planner, but also for
the development of the profession, because it sets uniform standards
across the entire country. It's one more achievement we can be
proud of!
Report: 2014 Financial Planning Week
I'd like to close by talking to you about the sixth Financial Planning
Week, jointly held by the IQPF and the FPSC, which ended November
22. Informing the public about the role of financial planners is one
of our official strategic orientations. It is the whole purpose behind
Financial Planning Week, which is the ideal opportunity to make
ourselves known and encourage people to take charge of their
financial health!
For the 2014 edition, we invented six friendly characters for the
planifiez.org website, in order to present the financial planner's task
on a more human level. We paired that with an online contest, which
generated nearly 30,000 entries, and a media campaign: a TV ad was
aired in November, in addition to an ad that appeared for a week on
La Presse +. In the social media, especially Facebook, our campaign
was very effective. Our publications were seen nearly 200,000 times
and widely shared, liked and commented!
We put a lot of effort into this year's Financial Planning Week, and
the results prove the importance of the initiative: the message is
getting out!
Enjoy your magazine!
Nathalie Bachand, A.S.A., F.Pl.
Chair of the Board of Directors of the IQPF
