Welcome to the annual FP Canada Financial Planning Conference

Held each November during Financial Literacy Month, the FP Canada Financial Planning Conference is a cornerstone event of the profession. Since launching in 2009 in partnership with the Institute of Financial Planning, we have brought together professionals at our virtual conference to engage in thought-provoking sessions, dynamic discussions, and inspiring keynote presentations. Open to all financial industry professionals, this annual conference is the perfect opportunity to interact with colleagues, attend engaging seminars, and earn CE credits.

 

Who should attend?

CFP® professionals and QAFP® professionals, and others in the financial services industry looking to learn more about financial planning, or interested in becoming a financial planner. Our conference sessions are approved for not only FP Canada continuing education requirements, but they are also accredited for ID, MFD, and Institute of Financial Planning CE requirements.



TESTIMONIAL:

“Thank you for putting together a great conference, and thanks to all the captivating speakers. Much appreciated. Very engaging, insightful, useful and helpful.”

TESTIMONIAL:

“A big thank you to FP Canada for organizing such a stellar event! Looking forward to applying what I’m learning and continuing to grow in this dynamic field.”

Why attend?

  • Maximise your CE Credits: access sessions and workshops that meet CE requirements for FP Canada, ID, MFD and Institute of Financial Planning – all in one place.
  • Sharpen your Edge: explore timely topics like behavioural finance, ethical practices, and emerging technologies that are shaping the future of financial planning. 
  • Grow your Network: Connect with CFP professionals, QAFP professionals, peers, thought leaders CPAs, and experts from across the country.
  • Learn from the Best: Hear from renowned keynote speakers and industry leaders delivering insights you can immediately apply to your work.

 

 

 

 
 

Together: Innovate. Lead. Evolve.

Honouring our history, shaping our future

This year marks the 30th anniversary of FP Canada’s commitment to advancing professional financial planning in Canada. To honour this milestone, we’re expanding the conference to include four half-days of seminars, panel discussions, and keynote addresses, covering the most pressing topics shaping the future of the profession.

Mark your calendars

Keep your eyes on our website and your inbox. Further information on registration, sessions, and schedules will be coming in mid-September, 2025.