fpw sponsorship booklet 2014

sponsorship for Financial Planning Week.

WE KNOW WHAT THE BETTER INVESTMENT IS.

$50Kcan buy you 38.6 ozs of gold*

or a

GOLD*Price of 1 ounce of gold as of May 22, 2014

CONTENTShistorytheme

exposure and reachby the numbers

week at a glancespeakers

sponsorship levels

$50Kcan buy you 38.6 ozs of gold*

*Price of 1 ounce of gold as of May 22, 2014

HIST ORYFPSC 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.

HIST ORY

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.

THEME

Gold Trust

Gold Communication Gold Performance

Gold Professionalism A Gold Future

A ssuming the Gold Standard in any profession

is no easy task. In the financial planning arena,

CFP professionals must not only demonstrate expert

technical knowledge and competence, but must possess the

skills required to set the relationships with their clients apart from

all others. The content of this year’s Symposium will focus on

what it means to be “living and delivering the gold standard

in financial planning”. Five topic areas have been selected to

support the skills required to fulfill this lofty aspiration:

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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

7.6 million Canadians.

Get behind this important event and highlight your

leadership in this space.

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

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.

Last year’s campaign generated a 500% increase in visits to the website.

Your logo appears in the Financial Planning Week special section in

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

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

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

over 20,000 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 2014 Symposiums.

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

Symposiums (one in Toronto and one in Vancouver).

BYTHENUM BERS

Important facts that you should know about the Symposiums.

BYTHENUM BERS

Sponsors are featured in the Globe and Mail, which reaches over 1.4 million people.

National TV ads reach over

Increase traffic to your logo on fpsc.ca by

Sponsor logos are published in FP Standard, distributed to 70,000 in the financial industry.

6 MILLION

500%

CANADIANS

FINANCIAL PLANNING WEEK event schedule

Toronto | Nov. 18th

@Arcadian CourtCocktail Party : 6:00 – 6:45 P.M.

Celebration of the Profession Dinner & Awards : 6:45 – 9:00 P.M.:00

Toronto | Nov. 19th

@Arcadian CourtCFP Professional Symposium : 8:30 – 4:00 P.M.

Vancouver | Nov. 21st

@ Pan PacificCFP Professional Symposium : 8:30 – 4:00 P.M.

Celebration of the Profession Reception : 4:00 – 5:15 P.M.

FINANCIAL PLANNING WEEK

TV Advertising / September 22 – October 12 & November 3 – 23

Globe and Mail Supplement / November 17

Globe and Mail Online Features / November 17 – February 14

Hill Times Ad / November 3 & 17

Social Media / September 1 – November 30

CFP Professional Community Challenge / November 1 – 22

Education Outreach / November 1 – 30

FP Standard in Investment Executive / November 7

activities at a glance

Gold Communication

SPEAKERS

MARK BOWDEN KEYNOTE SPEAKER

Expert in Body Language and Human Behaviour

“It’s often not what you say—but how you say it;

that gets results”. MARK BOWDEN will tailor his

keynote presentation on presentation skills training,

body language and behavioural neuroscience to

speak to the needs of financial planners.

Mark Bowden is an expert in human behaviour

and body language, and is the creator of

TRUTHPLANE®, a communication training company

and unique methodology for anyone who has to

communicate with impact to an audience.

Mark gives highly entertaining and informative keynote

speeches, as well as training for groups and individuals,

on persuasive and influential verbal and nonverbal

language and communication structures that help you

stand out, win trust and profit every time you speak.

Mark’s publications include 3 bestselling books.

Gold Communication Gold Performance

SPEAKERS

DR. THOMAS HOMER-DIXONAward-Winning Author and Public Intellectual

Bestselling author of The Ingenuity Gap, DR. THOMAS

HOMER-DIXON shows participants at the Being

Gold CFP Professional Symposiums how to adapt

and prosper in a world of ever-increasing complexity,

speed, and surprise. Called “one of the best-informed

and most brilliant writers on global affairs today” by

The Guardian, he uses clear and simple language to

help audiences understand how the world is rapidly

changing and what that means for our future.

Dr. Homer-Dixon is Chair of Global Systems at the

Balsillie School of International Affairs and Professor in

the Faculty of Environment, University of Waterloo. He

received a BA from Carleton University and a PhD from

MIT, and he held the George Ignatieff Chair of Peace

and Conflict Studies at the Trudeau Centre for Peace

and Conflict Studies at the University of Toronto, before

assuming his current position.

Gold Professionalism

SPEAKERS

STEVEN G. BLUM, J.D., EDM, LLM.Legal Studies and Business Ethics

STEVEN G. BLUM will speak on the theme “What does

society ask of a financial planner?”. He explores the

social context in which financial planners do their work.

What are their duties, obligations, and responsibilities?

Where does this work fit into the broader structure of

how our society guides and takes care of citizens?

A strong emphasis is placed on professionalism and

the role of the professional.

Steven Blum has been teaching at the Wharton School

of Business at the University of Pennsylvania for over

twenty years. He has consulted widely on creative

resolution of disputes and has led seminars on

negotiation for lawyers, accountants, executives and

other professionals. In addition to teaching and

consulting, Steven maintains a practice of law and is a

registered investment advisor. He has a strong research

interest in the area of ethics and fiduciary duty. His book

entitled Negotiating Your Investments was published

by Wiley in April 2014.

Gold Professionalism A Gold Future

SPEAKERS

ROBERT VERESAuthor and Publisher

ROBERT VERES, one of the most dynamic futurists/

change agents in the planning profession will offer

insights into the best practices, ideas and innovations

around the country, and a powerful vision of the

profession’s future. He’ll bring participants into a

future where advisors learn how to play a central role

in the world economy, where they emerge as the

most important advisor in their clients’ lives, where

they transform themselves into the most referable

professional in their community.

Robert Veres is editor and publisher of Inside

Information, author of The Cutting Edge in Financial

Services and contributing editor and columnist for

Financial Planning magazine.

Over his 30-year career in the financial services world,

Mr. Veres has worked as an editor for various financial

publications and has spoken at many of the world’s

largest professional conferences.

Gold Trust

SPEAKERS

KENNETH COLE, LL.BLegal Expert & Professor

KENNETH COLE’S session will emphasize the

importance of trust and what that looks like in

day-to-day practice for CFP professionals. He will

illustrate what a trusted professional-client relationship

should look, feel and sound like in each and

every interaction.

Kenneth is an active proponent of settlement of family

law disputes, preferring to see matters resolved on a

cooperative basis through negotiation and mediation. He

prides himself on a responsive, empathetic, and sensitive

approach with his clients. Kenneth was a founding

partner of Epstein Cole in 1978 and has since been an

active partner in the firm. His practice focuses on all

aspects of family law and alternative dispute resolution.

Kenneth has regularly acted as a mediator and arbitrator

of family law issues. In addition to lecturing frequently in

front of a variety of audiences, he is currently an adjunct

professor at the University of Toronto as well as for

Osgoode Hall Law School of York University.

“The Financial Planning Symposium is a great experience for new and seasoned CFP professionals. All the speakers were thought provoking and enlightening. The Symposium also provided a venue to network with fellow CFP colleagues. I would encourage all CFP professionals to take the opportunity to experience it for themselves.

Feedback from the 2013 CFP Professional Symposium:

SPEAKERS- Kevin Bandelow CFP CLU

Assistant Vice President Estate

and Financial Planning Services, Sunlife

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“Go for the Gold with dominant reach and exposure for your brand.”

$ 50,000 for both cities | $ 30,000 for one city

PROMINENCE AT THE EVENT:• Sponsorship of keynote speaker at the Symposium (Mark Bowden)

• Introduce your organization and the keynote speaker on the podium.

• Prominent banner with your logo by the podium for the full day

• Your logo on screen for your sponsored session at the Symposium

and on screen for all FPSC slides.

• Acknowledgement as Gold Sponsor on all Symposium and

Celebration of the Profession Dinner materials and screens

• Full page ad in Symposium program book

• Complimentary Exhibitor booth

• Opportunity to supply material for delegate package

• 2 Complimentary Tickets to the Celebration of the Profession Dinner

• 2 Complimentary Registrations to the Symposium

EXPOSURE BEFORE & AFTER THE EVENT• Dominance of your logo and acknowledgement as Gold Sponsor

in all marketing of the Symposium and Dinner

• In the FPW ad in the Globe & Mail and the FP Standard

• In multiple electronic and printed invitations to 20,000 CFP

professionals and senior decision-makers in government,

regulators, financial services industry, and media

• Editorial space in the Financial Planning Week supplement

in the Globe and Mail

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“Be seen and heard by the best in the business.”


PROMINENCE AT THE EVENT:• Sponsorship of your choice of speaker (Thomas Homer-Dixon,

Steve Blum, Robert Veres, Kenneth Cole)

• Introduce your organization and your sponsored speaker on

the podium at the Symposium

• Your logo on screen for your sponsored

• Half page ad in Symposium program book

• Your logo in Symposium program book

• 50% discount on Exhibitor booth




EXPOSURE BEFORE & AFTER THE EVENT• Your logo and acknowledgement as a Silver Sponsor in all

marketing of the Symposium and Dinner





Sponsor of MC at Celebration

of the Profession Dinner

$10,000 to sponsor Toronto Only

Connect your brand with the leaders in the financial planning profession.

PROMINENCE AT THE EVENT:• Sponsorship of the MC (Preet Banerjee) at the Celebration


• Your logo on screen at the Celebration of the Profession Dinner

• Quarter page ad in Symposium program book


• Your logo on Celebration of the Profession Dinner program book



EXPOSURE BEFORE & AFTER THE EVENT• Your logo and acknowledgement as Dinner MC Sponsor in

all marketing of the Symposium and Dinner

• In the Financial Planning Week ad in the Globe and Mail

• In the FP Standard




DINNER AND AWARDSMASTER OF CEREMONIES:

PREET BANERJEEPersonal Finance Expert

Preet Banerjee inspires others to become financially

empowered. Originally trained as a neuroscientist before

he landed in the world of personal finance, Banerjee is

now the W Network’s money expert, the host of Million

Dollar Neighbourhood on The Oprah Winfrey Network,

and a financial panelist on CBC’s The National. Sharing

his world-class expertise and unique ability to take the

complexity out of money matters, Banerjee speaks on

behavioural finance, neuroeconomics, investor advocacy,

and more.

He is a Fellow of the Canadian Securities Institute (FCSI)

and also holds the Derivatives Market Specialist (DMS)

and Financial Management Advisor (FMA) designations.

He was awarded First Place in the 2012 Portfolio

Management Association of Canada’s Excellence in

Investment Journalism Awards

Sponsor of MC at Celebration


$10,000 to sponsor Toronto Only


PROMINENCE AT THE EVENT:• Sponsorship of the MC (Preet Banerjee) at the Celebration










• In the Financial Planning Week ad in the Globe and Mail

• In the FP Standard




DINNER AND AWARDS

“Connect your brand with the leaders in the financial planning profession.”

$ 10,000 in Toronto only

PROMINENCE AT THE EVENT:• Sponsorship of the Dinner MC













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THE CELEBRATION OF THE PROFESSION RECEPTION & DINNER

brings together more than 200 CFP professionals, students, educators,

industry leaders, regulators and representatives from all levels of

government to celebrate the financial planning profession and

recognize those who have made significant contributions to the field.

“Demonstrate your leadership in this space and become an employer of choice.”


PROMINENCE AT THE EVENT:• Sponsorship of your choice of CIFP Case Competition Winners

to attend FPW events

• Logo displayed on Case winner badges

• Introduce your organization and your sponsored team

on the podium at the Symposium






EXPOSURE BEFORE & AFTER THE EVENT• Your logo and acknowledgement as Becoming Gold Sponsor

in all marketing of the Symposium and Dinner





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“Elevate your brand in front of Canada’s elite financial planners.”

$ 5,000 for both cities | $ 3,000 for one

PROMINENCE AT THE EVENT:• 10x10 booth space with table and two chairs


• 2 Complimentary Tickets to the Being Gold Dinner

EXPOSURE BEFORE & AFTER THE EVENT• Your logo and acknowledgement as an Exhibitor in all marketing

of the Symposium and Dinner





EX

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GOLDGo for the Gold with dominant reach and exposure for your brand.

SILVERBe seen and heard by the best in the business.

MC at Celebration of the Profession Dinner


Becoming Gold

Demonstrate your leadership in this space and become an employer of choice.

Exhibitor & Reception Host

Elevate your brand in front of Canada’s elite financial planners.

Both Locations $ 50,000 $ 25,000 $ 10,000 $ 5,000

Toronto Only $ 30,000 $ 15,000 $ 10,000 $ 5,000 $ 3,000

Vancouver Only $ 30,000 $ 15,000 $ 5,000 $ 3,000

Signage

} On stage

} On Screen at Symposium

} On Screen at Dinner

} On Screen at symposium during your session


Complimentary Tickets – Symposium 2 2 2 2

Complimentary Tickets – Dinner 2 2 4 2 2

Program Book } Full page ad

} Logo & Acknowledgement as Gold Sponsor

} Logo

} ½ page ad

} Logo

} ¼ page ad

} Logo

} ¼ page ad } Logo

Booth at Expo Complimentary 50% Discount

Sponsor & Intro of Session Keynote Speaker:

} Mark Bowden } Your choice of speaker

} Introduction of Winning Students

Logo on Website

Logo in Globe & Mail Ad

Logo in Promotional Emails

Logo in FP Standard

Material in Delegate Package

Editorial Space in G & M Supplement If sponsoring both events

SPONSORSHIP

GOLDGo for the Gold with dominant reach and exposure for your brand.

SILVERBe seen and heard by the best in the business.

MC at Celebration of the Profession Dinner


Becoming Gold

Demonstrate your leadership in this space and become an employer of choice.

Exhibitor & Reception Host

Elevate your brand in front of Canada’s elite financial planners.

Both Locations $ 50,000 $ 25,000 $ 10,000 $ 5,000

Toronto Only $ 30,000 $ 15,000 $ 10,000 $ 5,000 $ 3,000

Vancouver Only $ 30,000 $ 15,000 $ 5,000 $ 3,000

Signage

} On stage

} On Screen at Symposium


} On Screen at symposium during your session


Complimentary Tickets – Symposium 2 2 2 2

Complimentary Tickets – Dinner 2 2 4 2 2

Program Book } Full page ad

} Logo & Acknowledgement as Gold Sponsor

} Logo

} ½ page ad

} Logo

} ¼ page ad

} Logo

} ¼ page ad } Logo

Booth at Expo Complimentary 50% Discount

Sponsor & Intro of Session Keynote Speaker:

} Mark Bowden } Your choice of speaker

} Introduction of Winning Students

Logo on Website

Logo in Globe & Mail Ad

Logo in Promotional Emails

Logo in FP Standard

Material in Delegate Package

Editorial Space in G & M Supplement If sponsoring both events

SPONSORSHIP OPTIONS

I would be happy to review the packages with you in more detail or customize a package that will support your specific needs. Feel free to reach out to me.

Kimberley Ney VP, Communications & Program Development P: 416.593.8587 x225 | TF: [email protected] | www.fpsc.ca

fpw sponsorship booklet 2014

Documents

value of financial planning

benefits of financial

financial planning arena

years financial planning

financial planning week

financial services providers

gold standard

ozs of gold