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lacible | Août 2015
C H A I R ' S M E S S A G E
For an organization like the IQPF, progress is characterized by
continuity because new changes arise from steps taken in the past.
It is with this in mind that I begin my second mandate as chair of
the Board of Directors.
We are forging ahead with our work on behavioural finance. Buoyed
by the success of this aspect of the training offered at the 2015
congress, we will focus on it even more. We've already begun, in
fact, by making it the topic of the feature articles in La Cible this
year. It really is important! Psychology and listening skills play such
a huge part in our trade. Behavioural finance is the psychological
side of finances, the integration of psychology with economic and
financial theories in order to understand how human beings make
financial decisions. Financial planners have to guide clients toward
the best financial decisions, encourage behaviours that help clients
take responsibility and understand the role they have to play to
achieve their own financial success. And that's behavioural finance
in a nutshell. Understanding our clients better can only consolidate
our relationships with them and improve the quality of the services
we offer!
This is one of the issues that will be central to the 2016-2019 strategic
plan we are working on right now.
A benchmark in financial planning, in Québec and all across Canada
On the national stage, the IQPF distinguished itself by publishing
pan-Canadian Projection Assumption Guidelines, in partnership with
the FPSC. The IQPF had already been publishing provincial projection
assumptions for several years. The fact that these guidelines are
now recognized all across Canada and that Canadian stakeholders
are using them is a wonderful acknowledgement of our expertise.
It makes for good visibility for us, too; even the Globe and Mail
published an article about it.
We will continue to work with the FPSC for the 2015 Financial
Planning Week. This national advertising campaign will run from
November 15 to 21 this year.
THE BENCHMARK
