La Cible

Octobre 2016

La Cible, magazine officiel de l’IQPF, est destinée aux planificateurs financiers et leur permet d’obtenir des unités de formation continue (UFC). Chaque numéro aborde une étude de cas touchant les différents domaines de la planification financière.

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6 lacible | Octobre 2016 C H A I R ' S M E S S A G E As I write these lines, it's hot out, heatwave hot. But it isn't the temperature I am talking about when I say "hot fall"! Things will be cooking for the IQPF because we'll be busy organizing the eighth Financial Planning Week. For seven years now we have been taking time each year to raise public awareness of the importance of sound personal financial management. In 2009, the first Financial Planning Week was celebrated with a major event—Financial Planning Day—at Complexe Desjardins. A few financial planners made presentations, while a dozen others were on hand to provide free consultations. Nearly 300 people took advantage of the occasion to get financial advice. As a sign of the times, today our awareness campaigns, like the one last spring, are largely virtual, broadcast on the web and on TV, allowing us to reach hundreds of thousands or even millions of people. So mark the date in your calendar, from November 20 to 26 this year, for Financial Planning Week 2016. The campaign will revolve around the two ads aired last spring, because they clearly show the difference that good planning can make in people's lives. And we will call on financial planners once more to serve as ambassadors for our profession. Stay tuned! Act respecting the distribution of financial products and services Fall will also be warm on the political front, because we're expecting an update of the Act respecting the distribution of financial products and services. In June 2015, Québec's Minister of Finance published a report on the application of the Act, and although the report did not specifically mention the regulation of financial planning, we took advantage of the forum held in September 2015 to submit a brief outlining our point of view: to uphold the protection of the public, a professional order of financial planners should be created. A HOT FALL

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