Trust is the bedrock for building strong, sustainable relationships.

2. CONTENTS
history
theme
exposure and reach
FPW at a glance
sponsorship levels
“People don’t
care how much
you know until
they know how
much you care”
— Theodore Roosevelt

3. 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.

4. 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.
THIS
YEAR’S
THEME

5. EXPOSURE
AND 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.

6. 2015FPWATAGLANCE
*Starts October 12th (6 weeks total)
Fri. 13 Sun. 15 Mon. 16 Tues. 17 Wed. 18 Thurs. 19 Fri. 20 Sat. 21
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 – 8:45am
Old 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

7. JUDY CROON
Judy 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

8. 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
SPONSORSHIP
FPSC PRESIDENT & CEO
CARY LIST
ETHICS EXPERT
ROD BURYLO
FPSC DIRECTOR STANDARDS AND
ENFORCEMENT
DAMIENNE LEBRUN-REID

9. Toronto | November 18, 2015 @ 8:30 am – 4:00 pm
Vancouver | November 20, 2015 @ 8:30 am – 4:00 pm
CFP Professional Symposium
SPONSORSHIP
KEYNOTE 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 101
KEYNOTE 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.

10. SPEAKERSTOPIC:
Making Memorable
Connections
BOB 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 Practice
PHIL 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.

11. SPEAKERSTOPIC:
Why Good Clients Ignore
Great Advice — Overcoming
the Implementation Impasse
DR. 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 Trusts
JOHN 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.

12. SPONSORSHIP DETAILSGOLD
Go for the Gold with
dominant reach and
exposure.
SILVER
Link your organization
to leadership.
LUNCH MC AT DINNER
Connect 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
EXHIBITOR
Expose 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 2
1 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.

13. SPONSORSHIP DETAILSGOLD
Go for the Gold with
dominant reach and
exposure.
SILVER
Link your organization
to leadership.
LUNCH MC AT DINNER
Connect 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
EXHIBITOR
Expose 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.

14. 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.