TORONTO, May 13, 2024
/CNW/ - The Financial Planning Association of Canada (FPAC)
and FP Canada™ are pleased to announce the opening of registration
for the fourth annual Canadian AdvisorTech Expo, bringing together
the latest technology platforms for financial planners and
advisors.
The Canadian AdvisorTech Expo is the only event of its kind in
the country — created by FPAC to spotlight a wide range of FinTech
offerings in this fast-evolving space — and this year, for the
first time, it's hosted in partnership with FP Canada.
This field is one that moves quickly, and as such, each year at
the Canadian AdvisorTech Expo is starkly different. The event
showcases exhibitors representing only the most recent and exciting
emerging technology offerings as well as illustrates how to apply
these tools into real practice.
"What financial planners can do with the many new FinTech tools
in the marketplace is already incredible, and the possibilities are
expanding all the time," says Joanna
Schultz, CEO of the Financial Planning Association of
Canada. "What hasn't kept pace is the awareness of what's out there
— and that's what the Expo is for."
FPAC is proud this year to be joined for the first time by FP
Canada in hosting the Expo, says Schultz. As a national non-profit
organization dedicated to education, certification, professional
oversight and the public interest, FP Canada shares the values
behind FPAC's mission, and brings considerable expertise and impact
to the table.
"We are excited to be partnering with FPAC on this event because
we know how important it is for financial planners to not only
embrace new technology solutions, but also learn how to implement
them into their practices to better serve their clients," says
Tashia Batstone, President and CEO
of FP Canada.
Financial planners and advisors all across the country are
invited to register to take part in this four-day virtual
conference.
For them, the Expo is an opportunity to see what's possible with
the latest FinTech platforms — tools to make it easier to run your
business, grow your practice, and lean into your niche.
The AdvisorTech Expo is designed to give busy professionals an
experience that's as immersive and efficient as possible, with both
synchronous and asynchronous learning, as well as opportunities to
speak directly with exhibitors to explore their unique needs and
discover new opportunities.
In this way, the Canadian AdvisorTech Expo is both a backstage
pass, and a one-stop-shop, held over four days on a schedule that's
friendly to any time zone from coast to coast.
Registration is now open for planners and advisors wishing to
attend.
FPAC and FP Canada would like to thank the sponsors of this
event, as well as the Expo's many exhibitors, from whom the
response has been significant. Morningstar
Canada is the platinum sponsor of the 2024 Canadian
AdvisorTech Expo. Our gold sponsors are Conquest Planning, d1g1t,
and Sidedrawer.
To register, or for more information, visit
www.advisortechexpo.ca.
About the Financial Planning
Association of Canada
The Financial Planning Association of Canada, or 'FPAC', is an
organization representing financial planners all across Canada.
Created by and for financial planners, FPAC's mission is to elevate
and uphold the integrity of the financial planning profession, and
support planners in providing the highest standards of
professional, ethical service to their clients.
About FP Canada
Established in 1995, FP Canada is a national not-for-profit
education, certification and professional oversight organization
working in the public interest. FP Canada is dedicated to
championing better financial wellness for all Canadians by leading
the advancement of professional financial planning in
Canada.
SOURCE FP Canada