Member Initiatives

FPAC has committed to deploying and managing various initiatives with the goal of professionalizing the industry and improving the lives of Canadians. The following is a list of current and future initiatives towards which FPAC members are volunteering their time to bring to reality.

Current Initiatives

Regulatory Advocacy

The Regulatory Advocacy committee is tasked with the communication and lobbying efforts with Regulators, Governments, and Policy Makers in support of FPACs mission.

Continuing Education

Our dedicated Education Committee brings in experts on everything from effective practice management, Indigenous finance, corporate fiduciaries, philanthropic planning, to cross-border planning from experts like Wade Pfau, Moshe Milevsky, and Moira Somers. Most of our monthly education events qualify for CE credits.

Member Forums

FPAC hosts an active online forum where members can collaborate, ask questions and support each other. Every month our members post an average of over 50 different topics that receive over 250 comments from members on topics ranging from from financial planning, to tax, and practice management. Our forums have been hailed by members as the single greatest financial planning resource in the country.

Practice Management Portal (Under Construction)

FPAC's Best Practices Portal will be an online, curated site that will bring together the best policies and processes of its membership. The portal will cover everything from choosing and marketing to your target market, to delivering advice in an evidenced-based and fiduciary way. Comprehensive guidance, strategies, and templates for implementation will be provided.

Planning Portal (Under Construction)

The Planning Portal is a curated online resource that provides planners guidance and evidence for financial planning issues and concepts, supported by peer-reviewed empirical evidence and academic research. Part concept library, part online journal, part how-to guide, the goal is to make the Planning Portal the definitive source of how and when to implement planning strategies.

Membership Development

The Membership Development Committee communicates association news to members, best practices for planning portal content as they are developed, facilitates networking and membership opportunities, and works to attract and retain new members.

Pro-bono Financial Planning

The Pro Bono Committee is tasked with developing content, training, tools, and opportunities for members to donate their time to to provide free advice to Canadians who would otherwise not have access to qualified advice.

Professional Conferences

Every year FPAC hosts two virtual conferences that offer a unique value proposition to the advice community. In the spring we co-host the annual IFID Conference which is a one day academic symposium that brings forth academic research on a variety of financial topics. Then every November FPAC hosts the Canadian AdverTech Expo. The expos is a four day conference and the only conference dedicated to financial advisor and planner technology in the country. All conference attendance is included with FPAC membership.

Future Initiatives

  • Public Awareness
  • Startup ecosystem engagement
  • Mentorship
  • Peer Study
  • Regional Groups
  • Financial Literacy Curriculum
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