Financial Planning Week Canada
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Introduction - Vision 2020 Symposium
FPVision2020
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Emcee for the Symposium, Lana Thompson, Director, Industry Engagement, FPSC and Cary List, President and CEO, FPSC, provide the introduction to the 3rd annual Financial Pla...
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Compensation Structures: What's Appropriate Under a Professional Model
FPVision2020
77 views
Financial Planning Vision 2020 Symposium (October 19, 2011) Fourth Panel:
Last year's Symposium discussion on the status of commissions and fees around the word left man...
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Regulation: Are Consumers being Served and Protected or Left to Their Peril?
FPVision2020
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Financial Planning Vision 2020 Symposium (October 19, 2011) Third Panel:
There is growing recognition that financial planning and advice are increasingly critical to the...
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Don Stewart, CEO, Sun Life Financial - Vision 2020 Symposium Keynote Speaker
FPVision2020
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Financial Planning Vision 2020 Symposium (October 19, 2011) Lunch Speaker:
Don Stewart, Chair, Canada's National Task Force on Financial Literacy, and CEO, Sun Life Fin...
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Alphabet Soup: Advancing the Profession or Diluting it?
FPVision2020
32 views
Financial Planning Vision 2020 Symposium (October 19, 2011) Second Panel:
How did other professions handle this? As the advice spectrum grows, so too does the proliferat...
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Titles and Roles: Evolution or Confusion?
FPVision2020
51 views
Financial Planning Vision 2020 Symposium (October 19, 2011) First Panel:
Financial Planner? Advisor? Salesperson? How meaningful are titles used in the financial service...
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Speaking of Money...It's Financial Planning Week!
FPVision2020
378 views
Financial Planning Standards Council (FPSC) hit the street and talked to Canadians about money. See what Canadians from all walks of life had to say about financial plannin...
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Financial Planning Week 2011 Promo
FPVision2020
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Now into its third year, the popular Vision 2020 Symposium will be held on October 19, 2011 at the Old Mill in Toronto, ON as part of Financial Planning Week. The Symposium...
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2010 Symposium: The Fee Issue: End of Commissions?
FPVision2020
169 views
International and Canadian industry experts examine the pros and cons of banning commissions, and what impact it would have on the financial services industry.
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Paul Paton, Vision 2020 Symposium, part 2
FPVision2020
64 views
Paul Paton, Professor of Law and Director, Ethics Across Profession Initiatives from the University of Pacific speaks to the challenges of becoming a recgonized profession....
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