Conquest Planning and FP Canada™ Partner to Launch New Professional Development Course for Financial Planners

The new “Conquest Ready” course provides users with practical skills and hands-on experience using Conquest’s financial planning platform.

WINNIPEG, Manitoba & TORONTO--(BUSINESS WIRE)--Conquest Planning Inc. (“Conquest”), a technology platform modernizing financial planning with customized and convenient advice, and FP Canada, a national education, certification, and professional oversight organization for financial planners, today announced the launch of “Conquest Ready,” a new professional development course.

The Conquest Ready 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. The course covers Conquest’s AI-powered planning engine, the Strategic Advice Manager (SAM), which drives personalized, adaptable financial plans that evolve in real time with changing client goals and circumstances.

“Our platform helps advisors across the wealth spectrum deliver advice that is timely, comprehensive and tailored to each client’s needs,” said Dino Scalzo, CFP®, Vice President, Product Partnerships at Conquest Planning. “Through this partnership with FP Canada, we’re introducing Conquest earlier in a planner’s journey and creating opportunities for both new and seasoned professionals to sharpen their skills. In doing so, we’re not only expanding access to our technology but also strengthening the profession’s ability to serve Canadians with greater confidence and impact.”

“As part of FP Canada's mandate of leading the advancement of professional financial planning, we are committed to ensuring that both professional financial planners and aspiring planners have access to high-quality training and continuing education," says Alexandra Macqueen, CFP, Vice President, Learning, Development and Professional Practice and Head of the FP Canada Institute. "Technology is one example of an area that continues to evolve, and ongoing learning can help financial planners leverage it to serve clients effectively. The Conquest Ready course equips professionals with the practical knowledge they need to use Conquest's platform with confidence.”

The Conquest Ready course is available to both new and experienced planners, equipping them to incorporate more meaningful and personalized advice in the financial plans they deliver to their clients. The course, which is eligible for continuing education (CE) credits from FP Canada, is part of the FP Canada Institute’s expanding suite of CE offerings.

This partnership comes as Conquest continues its rapid expansion. The company now serves nearly 70 percent of the Canadian financial advisor market through strategic partnerships with major institutions including BMO, Raymond James and Manulife Wealth. Further, Conquest supports more than 1,000 financial services organizations globally, with over 1.6 million financial plans created on the platform.

Additional information on the Conquest Ready course can be found on FP Canada’s website. For more information about Conquest’s intuitive financial planning software solution, visit conquestplanning.com.

About Conquest Planning:

Conquest Planning is a leading financial planning software company with a purpose-driven approach to delivering financial advice. The product-led company is built on the foundational belief that every single person deserves access to great financial advice. Conquest’s user base, which spans Canada, the U.S. and the U.K., leverages its intuitively designed product, simple onboarding process, and data-driven artificial intelligence to accelerate the delivery of beautifully designed, hyper-personalized financial plans. Established in 2018, Conquest Planning was founded by a team of financial technology veterans whose track record of success spans over 30 years in the financial planning software space. For more information on Conquest, follow us on LinkedIn, X and YouTube, and to contact our team, please visit our website at conquestplanning.com. If you are employed by a company that partners with Conquest and have questions about your access, please contact your corporate office for more details.

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. For more information, please visit fpcanada.ca.