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Thu Dec 03 2026 at 11:00 am to 01:00 pm UTC-05:00

Connecting Clients to Free Financial Guidance

  • Cours Bayview Yards · Ottawa
  • From CAD 0.00
The Canadian Foundation for Financial Planning\u2122 Publisher / Host The Canadian Foundation for Financial Planning™
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Connecting Clients to Free Financial Guidance
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Discover how CFFP can help your organization connect communities with free professional financial planning support. Lunch provided.
About this Event

Join the Canadian Foundation for Financial Planning (CFFP) for an in-person community partner information session designed for organizations serving individuals and families who may benefit from free financial planning support.

CFFP is a Canadian registered charity working across Canada to empower Canadians to improve their financial well-being. We provide free, unbiased one-to-one financial planning sessions and group workshops, delivered by volunteer certified financial planning professionals.


What You’ll Learn
  • How your clients and community members can access free one-to-one financial planning support
  • How to make referrals quickly and easily
  • How CFFP can support people experiencing financial challenges

Who Should Attend?

This session is ideal for representatives of organizations serving newcomers, families, seniors, women, entrepreneurs, and individuals or communities experiencing financial challenges.


Event Details

Date: Thursday, December 3, 2026
Time: 11:00 AM–1:00 PM
Location: L203 Executive Boardroom, Bayview Yards, Ottawa

Lunch will be provided.

We look forward to meeting Ottawa community organizations, learning about the needs of the communities you serve, and exploring opportunities to work together.

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Event venue & nearby stays

Cours Bayview Yards, 7 Bayview Station Road, Ottawa, Canada

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