Conquest Planning Inc. and FP Canada Launch Conquest Ready, a Professional Development Course for Financial Planners

Strategic Insights -

Conquest Planning Inc., a technology platform modernizing financial planning, and FP Canada, a national education and professional oversight organization for financial planners, have announced the launch of "Conquest Ready," a new professional development course. The course, offered by the FP Canada Institute, trains individuals to follow a disciplined financial planning process and develop financial plans using Conquest's proprietary platform, Conquest's AI-powered planning engine, the Strategic Advice Manager (SAM). This platform drives personalized, adaptable financial plans that evolve in real time with changing client goals and circumstances. The partnership aims to create opportunities for both new and seasoned professionals to sharpen their skills and expand access to high-quality training and continuing education.

Key Takeaways:

  • Conquest Ready is a professional development course launched by Conquest Planning Inc. and FP Canada, aiming to equip financial planners with the skills to use Conquest's platform with confidence.
  • The course covers Conquest's AI-powered planning engine, the Strategic Advice Manager (SAM), and teaches a disciplined financial planning process.
  • Conquest Ready is available to both new and experienced planners, enabling them to deliver more meaningful and personalized advice to their clients.
  • The course offers continuing education (CE) credits from FP Canada and is part of the FP Canada Institute's suite of CE offerings.
  • Conquest Planning Inc. serves nearly 70% of the Canadian financial advisor market through partnerships with major institutions, including BMO, Raymond James, and Manulife Wealth.
  • The company supports over 1,000 financial services organizations globally, with over 1.6 million financial plans created on the platform.

Statistics:

  • Conquest Planning Inc. serves nearly 70% of the Canadian financial advisor market.
  • The company supports over 1,000 financial services organizations globally.
  • Over 1.6 million financial plans have been created on the Conquest platform.
  • Conquest Ready aims to equip financial planners with the skills to use Conquest's platform with confidence.

Sources:

  • Conquest Planning Inc. news release.
  • FP Canada website.
  • Alexandra Macqueen, CFP, Vice President, Learning, Development and Professional Practice and Head of the FP Canada Institute.
  • Dino Scalzo, CFP(r), Vice President, Product Partnerships at Conquest Planning Inc.