Financial Planning Association of Canada

At FPAC, our community is spread out across the country. But we definitely still manage to get up close. In 2024, FPAC took a big leap in getting to know each other, and bringing our community closer together. With several member-led in-person meet-ups all across the country. Members got to share their experiences, and catch up with like-minded planners. From Toronto and London in the east to Edmonton and Vancouver in the west, the FPAC community got together, face-to-face. Stay tuned, there are always more meet-ups in the works. (Or think about planning a meet-up yourself!) Our Canadian pride even broke through south of the border last year. FPAC represented big time at the @FutureProof_HQ conference last year, in sunny Huntington Beach, CA. We made sure the Canadian Tiki Lounge was the place to be, and you could tell our members had a lot of fun. (Yes, financial planners know how to have fun!) FPACers are used to getting together digitally. FinFires. The Forum. Our sweet Twitter threads. But this coast-to-coast community? It’s real. Join us and see for yourself.

For anyone who isn't an FPAC Member - you missed an incredible webinar last week! If you watched it live - there will be CE Credits on their way! @AravindSitham covered the webinar in detail (check the linked thread) but to give you a taste of what @jasonpereira covered: ✅ A recap of integration ✅ A recap of where the new capital gains inclusion rates broke integration ✅ IPP's and where they can fit for incorporated business owners ✅ RCA's and where they fit (a niche tool that's more broadly applicable than you think!) ✅ A brief discussion of term life insurance and the benefits of holding inside a corporation If you missed it but still need those CE Credits for year end - don't forget we have over 30 CE Credits on demand for you! 🤯🌟 If you are a member head over to our notion page to check them out! If you aren't a member...what are you waiting for?!

This is no popularity contest. This is not about sales. And no, you don’t have to be a member of the @fpacanada. Registration is quick and easy. Fill out the form. Pay a $50 fee. Pick a real plan from your best recent work. Provide an overview of it & an anonymized Engagement Letter with identifying information redacted. And then see where the Awards take you 🏆

Registration is officially OPEN for the National Financial Planning Awards 🏆 But only for a limited time. Calling all financial planners who see the people (and the lives) behind the numbers 📢 This is the competition for you! Registration for the NFPAs closed on Jan. 23rd. Register here → fpassociation.ca/national-finan…

Proud of our colleagues over at @AdvancedPlanner who this week spoke up for something that’s at the heart of what FPAC is all about. Fiduciary responsibility. FPAC members, when they join, take The Fiduciary Pledge. Now IAFP is taking a step in the same direction. No wonder FPAC and IAFP make such a good team — including in co-presenting the NFPAs 🏆 Read the full press release here → newswire.ca/news-releases/…

Our Awards webpage is now live 🏆 Want to know more about the National Financial Planning Awards? Here is your one-stop shop → fpassociation.ca/national-finan… Learn more about: 🏆 The anonymous, multi-round judging process 🏆 What made the top plan of 2025 stand out 🏆 The timeline & key dates to remember Registration for competitors opens on Jan. 5th. When it does, this is the web link you need.

Racing the clock for your FP Canada credits? CE On-Demand can save your holiday bacon, in time for year-end. It’s exactly what it sounds like. FPAC members can earn CE credits toward their CFP® or QAFP® designations, whenever they like. (Including right before year-end.) Not a member yet? Join FPAC now and you’ll still have time to get onboarded & start earning. It could be the move that saves your holidays. fpassociation.ca/become-a-membe…

IAFP Introduces Mandatory Fiduciary Attestation for 2026 Membership Renewal as the Institute Marks Its 40th Anniversary Press Release: iafp.ca/planners/wp-co…

Starting this week, an workshop series we’re excited to celebrate 🎉 Financial Literacy Series: Where STEM Meets Cents & Sense Led by a group of passionate FPAC volunteers from across financial disciplines, it’s happening in partnership with @SCWIST. Please reshare to help us amplify this important workshop series! Learn more about it here → eventbrite.ca/e/financial-li…

And just like that … Awards season is officially underway. (No, not the Oscars.) The National Financial Planning Awards 🏆 Registration opens in just 1 MONTH! Read about it here in @GlobeAdvisor h/t @deannegage theglobeandmail.com/investing/glob…

Curious to learn more about who we are? You can find out more about (and join) FPAC here! fpassociation.ca

Same Awards 🏆 New identity. Introducing: the National Financial Planning Awards — the NFPAs. Now, it’s official: The Awards are coming back in 2026. But not under the same name. Canadian financial planners, competing simply on the basis of their best work. Anonymous. Objective. Client-centric. Values-based. Financial planning at its finest. Coming together from coast to coast. That’s the National Financial Planning Awards 🏆 P.S. Want to compete in the 2026 NFPAs? Registration opens Jan. 5th. Learn more at our Q&A this week → us02web.zoom.us/webinar/regist…

Curious to learn more about who we are? You can find out more about (and join) FPAC here! fpassociation.ca

What does it take to make an AWARD-WINNING financial plan? Now’s your chance to find out. Next week, FPAC is hosting a public webinar, inviting all #financialplanners who are curious about what it takes to compete. Join us online Dec. 3rd. 1 p.m. ET / 11 a.m. MT / 10 a.m. PT Register here → us02web.zoom.us/webinar/regist…

Why? Because the Awards are coming BACK. Registration is just around the corner. Now is the time to prepare. But as all good #financialplanners know, the best work we do starts with asking GOOD QUESTIONS. P.S. Already got your questions ready? Share them with us ahead of time, right here: docs.google.com/forms/d/e/1FAI…

We’ll be talking to @MeaganBalaneski, winner of the 2025 Financial Planning Awards, as well as to judges an organizers. They’ll be pulling back the curtain on what made the top plans stand out in this year’s competition. Best practices. Real examples. Insights into what judges want to see … … and what they DON’T want to see.

Welcome to Canada, @MichaelKitces🍁 Watch this clip to hear Michael list all the benefits now available for FPAC members. It's all part of the perks FPAC members get through our new partnership with Kitces.com. Including saving big on the upcoming Kitces Value Summit on Dec. 11th. #financialplanners, don't miss out!

Earlier today I gave a 1 hour webinar to the @fpacanada membership called "Tax Instalments: Predict, Plan and Pay with Precision" It was the highest attended member's only event so far... what a bunch of awesome finance nerds!

Also - Shoutout to @fpacanada for being a part of that team/tribe that pushes me on consistently. To those who have mentored me and those who reach out for advice/help - thank you. You know who you are.