CONTENTShistorytheme

exposure and reachFPW at a glance

sponsorship levels

“People don’t care how much you know until they know how much you care”

— Theodore Roosevelt

HISTORYFPSC spearheaded the

first Financial Planning

Week (FPW) in 2009.

The week was created to raise

awareness of the need for

financial planning and included

a call to action to industry to

collaborate and enact

meaningful change for the

benefit of Canadians.

THE OBJECTIVE OF FPW IS TO:

Raise awareness of the importance of financial planning and provoke a call to action to all stakeholders for the benefit of all Canadians;

Encourage industry to promote the value of financial planning to their clients;

Provide a platform for financial planning professionals to discuss the necessity and progress of a financial planning profession;

Encourage consumers to take positive ‘planning’ action;

Promote the benefits of financial planning to Canadians, other planners, financial services providers and regulators;

Promote the value of the CFP designation to the industry and public.

Canadians must be able to trust financial planners to help them achieve financial well-being. Placing their confidence and faith in their planner means not only expecting exceptional technical competence from a CFP professional, but also unquestionable honesty, integrity, loyalty and respect – factors that are central in all relationships.

While arguably one of the most valuable commodities available to CFP professionals, many of us assume trust rather than consciously building, nurturing and protecting it.

This year’s CFP Professional Symposium will offer you an opportunity to explore this important topic with colleagues and experts while providing practical tools that you can put to use immediately.

Trust is the bedrock for building strong, sustainable relationships.

THISYEAR’STHEME

EXPOSUREAND REACH

GREATER CONSUMER EXPOSURE FOR YOUR BRAND:

In November, national television advertising reaching over 6 million

Canadians will drive traffic to fpsc.ca, where your logo is showcased.

Your logo appears in the Financial Planning Week special section in

The Globe and Mail, read by 1.4 million people across Canada.

And will live on after the event until the end of February through the

Globe’s digital publication, with content pushed out to online and

traditional media influencers across the country.

Your logo appears in an Investment Executive advertisement reaching

over 42,000 readers across the country.

PROMINENCE IN THE EYES OF CANADA’S FINANCIAL SERVICES INDUSTRY:

Your brand is featured in all pre- and post-event communications to

over 17,000 CFP professionals and other industry stakeholders.

Your logo is published in an article in the FP Standard, which

reaches 70,000 through inclusion in Investment Executive and

other distribution channels.

ACCESS TO CANADA’S ELITE FINANCIAL PLANNERS AND INDUSTRY DECISION MAKERS:

Connect, recruit and build your brand at what is anticipated to be a sold

out event. 450 attendees are expected for the 2015 Symposiums.

This year we’ve expanded your reach by hosting two CFP Professional

Symposiums (one in Toronto and one in Vancouver).

Give your brand prominence during this year’s Financial

Planning Week. This is your opportunity as an industry leader

to reach the consumers, CFP professionals, students,

educators, regulators, government representatives, and

media who are invited to play a role in FPW.

Through a comprehensive campaign in targeted media,

you can expand your reach to over 8 million Canadians.

Get behind this important event and highlight your

leadership in this space.

Many participate in Financial Planning Week. Industry leaders sponsor it.

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*Starts October 12th (6 weeks total)

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TV ad* TV ad TV ad TV ad TV ad TV ad TV ad TV ad

G&M Digital ad

Rogers Digital ad

Rogers Digital ad

Rogers Digital ad

Rogers Digital ad

Rogers Digital ad

Rogers Digital ad (til end of Feb)

G&M Supplement

G&M Supplement

Social media Social media Social media Social media Social media Social media Social media

Ethics Breakfast Session

7:30am – 8:45amOld Mill , Toronto

Ethics Breakfast Session

7:30am – 8:45am Pan Pacific, Vancouver

Cocktail Party

6:00 pm Old Mill, Toronto

CFP Professional Symposium

8:30am – 4:00pm Old Mill, Toronto

CFP Professional Symposium

8:30am – 4:00pm Pan Pacific, Vancouver

Celebration of the Profession Reception & Dinner

6:45 pm – 9:30 pm Old Mill, Toronto

Stakeholder Reception

4:00pm – 5:15pm Pan Pacific, Vancouver

JUDY CROONJudy Croon will be our host for the entire evening. She is a comedian,

motivational speaker, Second City stand-up coach, radio host and

author. She has been the opening act for many celebrities including

Joan Rivers, Jon Stewart, Lewis Black and Robert Klein. Her specials

have appeared on NBC, CBS, CTV and The Comedy Network. Judy

has co-hosted morning radio shows on Toronto’s Mix 99.9, LA’s KFRG

and XM Radio with Mike Bullard. On the stage, she draws from her

performance experience, wit, and insight to entertain.

MC SPONSORSHIP $10,000 | Toronto Only (see chart on page 12 for more details)

This year marks the 20th anniversary of Financial Planning

Standards Council. Demonstrate your leadership in the

profession at the Celebration of the Profession Dinner,

which attracts a large cross-section of high-profile decision

makers in the financial services industry, regulators,

practitioners in the financial planning profession, with

representation from all levels of government. This year is

sure to be an entertaining evening as we have secured

Judy Croon, comedian, as our Master of Ceremonies.

SPONSORSHIPToronto | November 17, 2015

Celebration of the Profession Reception 6:00 pm | Dinner 6:45 – 9:30 pm

BREAKFAST SPONSOR $10,000 | Both Cities (see chart on page 12 for more details)

In 2015, FPSC introduced a new Continuing Education

requirement for CFP professionals and FPSC Level 1™

Certificants in Financial Planning under the category of

Professional Responsibility. We are offering a separately

priced breakfast session the morning of the symposiums

for those who wish to earn their credit. Our panel of

experts includes Cary List, President & CEO, FPSC,

Rod Burylo, ethics expert and Damienne Lebrun-Reid,

Director Standards & Enforcement, FPSC. The panel will

explore difficult ethical decisions and challenges that

often occur in practice.

Toronto | November 18, 2015 @ 7:30 am – 8:45 am

Vancouver | November 20, 2015 @ 7:30 am – 8:45 am

New for 2015: Ethics Breakfast Session

SPONSORSHIPFPSC PRESIDENT & CEO

CARY LIST

ETHICS EXPERT

ROD BURYLO

FPSC DIRECTOR STANDARDS AND ENFORCEMENT

DAMIENNE LEBRUN-REID

Toronto | November 18, 2015 @ 8:30 am – 4:00 pm

Vancouver | November 20, 2015 @ 8:30 am – 4:00 pm

CFP Professional Symposium

SPONSORSHIPKEYNOTE SPONSOR $50,000 | Both Cities

For generations, marketing has been hypocritical. We’ve been taught to

market to others in ways we hate being marketed to (cold-calling, flyers,

ads, etc.). So why do we still keep trying the same stale marketing moves?

Scott Stratten shows you how to unlearn the old ways and consistently

attract and engage the right customers. You’ll stop just pushing out your

message and praying that it sticks somewhere. Potential and current

customers want to be listened to, validated, and have a platform to be

heard — especially online.

Stratten coaches you on how to cultivate a strong relationship with your

customers and make yourself the logical choice for their needs.

He shows how to create a mindset and systems to roll out a new, 21st

century marketing approach. He focuses on a Pull & Stay method (pulling

your market towards you and staying/engaging with them, leading them to

naturally choose you for their needs) rather than Push & Pray.

He defines marketing as all points of engagement between a company

and its customers, not just a single boxed-in activity. Traditional marketing

methods are leading to diminishing returns and disaffected customers,

says Stratten. The answer? Stop marketing, start UnMarketing!

TOPIC:

Un-Marketing 101KEYNOTE SPEAKER:

SCOTT STRATTEN

SPEAKER SPONSOR $20,000 | Both Cities (see chart on page 12 for more details | Keynote reserved for Gold Sponsor)

CONNECT, RECRUIT AND BUILD YOUR BRAND at what is

anticipated to be a sold out event with 450 attendees

expected. 84% of last year’s attendees said they would

definitely or probably attend the 2015 CFP Professional

Symposium, based on their satisfaction with the facilities

and programming.

This year’s Symposium – held in both Toronto and Vancouver –

explores the theme of “Trust Matters”, with sessions sure

to attract and engage Canada’s elite financial planners and

industry decision makers.

See page 5 to learn more about the print, online, and television audiences your brand will reach.

SPEAKERSTOPIC:

Making Memorable ConnectionsBOB GRAY Always thought you had a bad memory? Let Bob Gray

‘Change your Mind’.

Guinness World Record holder Bob Gray will prove there

is no such thing as a bad memory, only an untrained one.

Bob will show you how to engage left and right

hemispheres of the brain for full brain potential, allowing

more efficiency and effectiveness in the workplace.

He will share the powerful memory systems known

as The Chain, which is the foundation of all memory

systems, and introduce you to the power of creative

visualization. Mastering The Chain will enable the

memorization of information such as Speeches and

Presentations, Names and Faces, To-Do lists and more.

TOPIC:

Transitioning From a Sales Focus to a Professional Planning PracticePHIL BILLINGHAM, CFP Phil Billingham is a specialist in assisting Advice and

Financial Planning firms to survive and thrive during

regulatory change. He has been an active writer, trainer

and consultant since joining the Financial Services

profession as an Adviser in 1982. He has offered

presentations at conferences in the UK, Ireland, Hungary,

France, United States, South Africa and Canada. Phil is

an Associate of the Chartered Insurance Institute (ACII),

a Fellow of the Personal Finance Society, a CERTIFIED

FINANCIAL PLANNER professional (CFP), and a

Chartered Financial Planner.

The Phil Billingham Partnership specializes in helping

financial planning firms transition from the ‘old’ model

to the ‘new’ model, including transitioning from a sales

to relationship-focused organization with the adoption

of a Financial Planning model.

SPEAKERSTOPIC:

Why Good Clients Ignore Great Advice — Overcoming the Implementation ImpasseDR. MOIRA SOMERS The human brain is one of the most amazing, elegant,

vulnerable, and error-prone things in the universe. Add

money to the mix, and things really get interesting! That’s

where Dr. Moira Somers works — at the intersection of

money and mind.

Dr. Somers is a clinical neuropsychologist, professor and

financial recovery expert. She is on the faculty with the

Sudden Money Institute, where she trains advisors (many

of whom are CFP professionals) on the psychological

factors at play during major life transitions.

She will be tackling some of the difficult questions

that many professional planners face on a day-to-day

basis. Why is it so hard for people to change, even when

they really want to? How do feelings and beliefs hinder

or help that change, particularly when it comes to

the domain of money? What can be done to enhance

successful outcomes?

TOPIC:

Issues with TrustsJOHN POYSER John Poyser is a partner with the law firm Tradition

Law LLP, Estates and Trusts in Winnipeg. He is also

principal of The Wealth & Estate Law Group in Calgary.

He helps clients in Manitoba, Ontario, Alberta and

British Columbia pass wealth from one generation to

the next while minimizing taxes and structuring special

arrangements to improve the lives of beneficiaries.

A seasoned author and presenter, John will be tackling

some of the difficult Trust and Estate situations that

financial planners may face in this era of an aging

population and prevalence of persons with special needs.

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SPONSORSHIP DETAILSGOLD

Go for the Gold with dominant reach and

exposure.

SILVERLink your organization

to leadership.

LUNCH MC AT DINNERConnect your

brand with leaders and influencers.

ETHICS BREAKFAST

Tie your brand to integrity.

WINNING TEAMS

Attract the best. Support the CIFPs case

competition winners.

BREAK VANCOUVER RECEPTION

EXHIBITORExpose your brand to Canada’s elite financial planners

1 spot available 4 Spots available 1 spot available 1 spot available 1 spot available 1 spot available 2 spots available 1 spot available

Toronto & Vancouver $50,000 $20,000 $15,000 $10,000 $10,000 $7,500 $5,000

Toronto Only $10,000 $3,000

Vancouver Only $7,500 $3,000

Signage Beside Main Stage at All Events

Exclusive

Signage at All Events

Logo Dominance at all events

Logo Prevalence at all events

Logo + Additional signage at Lunch

Breaks

Logo + Additional signage at Celebration

Dinner

Logo + Additional Signage at Breakfast

Logo + Student introductions on stage

at each Symposium

Logo + Additional Signage at Break

(choice of morning or afternoon based on

availability)

Logo + Additional Signage at Reception

Logo

Complimentary Tickets Symposium

Branded Table of 8 2 2 2 2 2 2 21 for each

symposium location

Complimentary Tickets Celebration Dinner

Branded Table of 8 Branded Table of 8 2 Branded Table of 8 2 2 2 2 2

Complimentary Tickets Ethics Breakfast

Branded Table of 8 4 2 2 Branded Table of 8 2 1 1 1 for each location

Continued on next page

We are pleased to offer the following sponsorship packages for your consideration. If you have any questions or wish to discuss a customized package, please contact Kimberley Ney, VP Communications, FPSC at kney@fpsc.ca.

SPONSORSHIP DETAILSGOLDGo for the Gold with dominant reach and

exposure.

SILVERLink your organization

to leadership.

LUNCH MC AT DINNERConnect your

brand with leaders and influencers.

ETHICS BREAKFAST

Tie your brand to integrity.

WINNING TEAMS

Attract the best. Support the CIFPs case

competition winners.

BREAK VANCOUVER RECEPTION

EXHIBITORExpose your brand to Canada’s elite financial planners

1 spot available 4 Spots available 1 spot available 1 spot available 1 spot available 1 spot available 2 spots available 1 spot available

Discount on Additional Symposium and Dinner Seats & Branded Tables

20% 15% 10% 10% 10% 10% 10% 10%

Program Book Advertisement

Dominant Full Page Ad & Logo on Front Cover Full Page Ad ½ Page Ad ½ Page Ad ½ Page Ad ½ Page Ad Logo Logo Logo

Globe and Mail Special Feature Editorial space with digital component

Exclusive for Gold sponsor

Introduction of Sponsored Symposium

Speaker

Keynote Speaker Introduction

and

Introduction of your organization on stage at each

Symposium

Introduce your organization and

speaker of your choice on stage at each

Symposium (based on availability – not including keynote)

Welcome and Introduction of

MC at Dinner

On Stage introduction of your organization

and MC

Logo in all Promotional materials

Logo Dominance Logo Prevalence

Material in Symposium Delegate Package

We are pleased to offer the following sponsorship packages for your consideration. If you have any questions or wish to discuss a customized package, please contact Kimberley Ney, VP Communications, FPSC at kney@fpsc.ca.

For more information please contact

Stefanie Linton, Director Development FPSC

E: slinton@fpsc.ca T: 416.593.8587 ext.237

CFP®, Certified finanCial Planner® and are certification trademarks owned outside the U.S. by Financial Planning Standards Board Ltd. (FPSB). Financial Planning Standards Council is the marks licensing authority for the CFP marks in Canada, through agreement with FPSB. All other ® are registered trademarks of FPSC, unless indicated. © 2015 Financial Planning Standards Council. All rights reserved.