Financial Planning Awareness Week

During the 17th to 23rd of this month Canada had a financial planning week to try and raise awareness for the need to plan your finances, banking and wealth management.

It was held to help people get to grips with the things they can do to change their financial situations and there were talks and workshops all over the country for the event. I think it was a very good idea, especially seeing as the economic situation we are in at the moment a lot of people are just keeping their heads down and trying to ignore it all. I hope we can learn from the Canadians and do something similar over here in Britain next year.

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From the 17th to 23rd of October this year it was Financial Planning Week in Canada and I think it is something that should be spread out all across the globe and I would love to see Britain partaking in this next year.

The week was there to raise awareness and as a call to action for people to collaborate and try to get meaningful change for the benefit of all Canadians. Similar weeks are already being held in the U.S. and Quebec.

Imagine if, by the year 2020, Canada becomes a nation of organizations, a regulatory environment and a populace that:

Shares responsibility for ensuring the financial planning needs of Canadians are well served

Financial Planning Week uses the following items as guiding principles for its activities and discussions. By the year 2020, we hope to see that:

every high school graduate has experienced some introductory financial planning curriculum and thus can make better-informed decisions about their finances, ultimately putting them on the path to a better financial future in later years;

there is a regulatory environment that provides the support and landscape to encourage the various stakeholders such as industry, employers and individuals to adopt the values and associated behaviors of financial planning.

industry responsibly promotes financial planning and clearly distinguishes financial planning from  product advice

Canadians understand the distinction between product and financial planning advice and recognize the value and appropriate place for each Read more at moneymatey.wordpress.com

 

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Tags: canadians, financial, financial planning, financial planning week, planning