FP Canada announced the launch of its three-year strategic plan on June 14, saying the plan lays out the key steps the organization will take to realize its stated Imagine 2030 goals.
“With the creation of its 2022-2025 strategic plan, FP Canada outlines practical steps towards this vision, as well as the measures of success that will be used to assess ongoing progress,” the organization states.
In reviewing the plan’s five strategic goals, FP Canada says it wants Canadians to embrace and have confidence in financial planning. It wants the profession to operate in the public interest and embrace planning that is always in the client’s interest. It also wants the profession to be viewed as a unified group that Canadians can rely on to deliver consistently.
The organization also plans to engage governments to help them support broader accessibility to financial planning through appropriate policy and regulatory frameworks. They add that over the next three years FP Canada will continue to work with provincial governments to increase consumer protection through title legislation and develop programs and policy solutions to improve client’s financial resiliency.
The organization further states that it will focus on leadership and stakeholder relationships, enhancing the practice of financial planning, supporting consumer access to financial planning and increasing demand for it over time.