The Financial Planning Association of Canada | E125

Elevating Financial Planning Standards: An In-Depth Look at FPAC with Julia Chung

In this episode of Financial Planning for Canadian Business Owners, host Jason Pereira delves into the importance of seeking high-quality financial advice. He is joined by Julia Chung, the chairperson of the Financial Planning Association of Canada (FPAC), to discuss the goals and benefits of the organization. Julia elaborates on FPAC's commitment to advancing financial planning as a profession through education, community support, and advocacy for fiduciary standards. They explore membership requirements, the value of a psychologically safe professional community, and FPAC's role in elevating the industry. The episode concludes with guidance on seeking financial planning services and the significance of choosing a true financial planner.

00:00 Introduction to Financial Planning for Canadian Business Owners

01:05 Meet Julia Chung: Chairperson of FPAC

04:18 The Importance of Fiduciary Standards

07:12 FPAC's Vision and Membership

13:01 The Role of Financial Planners in Clients' Lives

19:56 FPAC's Community and Educational Resources

25:01 Finding the Right Financial Planner

27:12 Conclusion and Call to Action

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