Here are some video resources to help you get started on the road to financial confidence.


Build Your Money Confidence

FPSC Consumer Advocate Kelley Keehn shares steps that women can take to build their self-confidence about money. 


Women and Financial Self Confidence

FPSC Consumer Advocate Kelley Keehn explains how self-confidence, rather than competence, can impact women's relationship with money. 


Why Women Stress More About Money 

FPSC Consumer Advocate Kelley Keehn explains the consequences for women's health of stressing about money.


Women and FINANCIAL Planners

Judy Paradi and Paulette Filion share tips for women on how to build a strong relationship with a financial planner. 


The first step in creating any good plan is to have a clear understanding of what the goals and objectives are.
— Tim Raposo, CFP®, from TD Wealth Financial Planning

WHAT IS FINANCIAL PLANNing? 

CFP® professional Tim Raposo explains how financial planning works.


It worries me that anyone in Canada, outside of Quebec, can call themselves a financial planner without any demonstrated knowledge, skills or abilities.

Just imagine if anyone was allowed to call themselves a medical doctor and treat patients. Granted, financial planning is not life and death like medicine, but substandard or unethical planning can have a devastating effect on your emotional and financial health.
— Kelley Keehn, Personal Financial Educator and FPSC’s Consumer Advocate

What is a financial planner? 

Kelley Keehn discusses the importance of working with a CERTIFIED FINANCIAL PLANNER® professional. 


If you’ve chosen someone from the Find a Planner tool, you already know they’re FPSC-certified.
— Kelley Keehn, Personal Financial Educator and FPSC’s Consumer Advocate

10 Questions to Ask Your Financial Planner

Kelley Keehn shares how to choose a competent, qualified financial planner.


What Is a Financial Plan?

CFP® professional Cynthia Kett explains how a financial plan is all about the big picture. 


Everyone would benefit from having a plan, because we go through different life stages. So whether your goals are short-term goals, such as paying for a big-ticket item or paying down debt, or more long-term, such as retirement, it’s important to identify what those goals are and map how you’re going to achieve them.
— Kelley Keehn, Personal Financial Educator and FPSC’s Consumer Advocate

Myths About Financial Planning

CFP® professional Orlando Lopez debunks some myths about financial planning.


We only have so much money to work with, and we want to do lots of things, but we may not be able to do them all right now. When you prioritize, you can be sure you’re doing the important things to get the biggest bang for your buck with your money.
— Shannon Lee Simmons, CFP®, from the New School of Finance™

Your Million Dollar Plan

A CFP professional shares tips for those of us just getting started. Find a CERTIFIED FINANCIAL PLANNER professional near you at www.findyourplanner.ca.


Look—we know that when Canadians have a financial plan, they tell us they feel more confident, and they’re much more likely to reach their financial goals—and will even do so with less stress. So I recommend your first step is to look for a CFP® professional as your financial planning partner to make your dreams a reality.
— Kelley Keehn, Personal Financial Educator and FPSC’s Consumer Advocate

Introducing FPSC'S Consumer Advocate

Kelley Keehn, FPSC’s Consumer Advocate, is on a mission is to make Canadians feel good about money.


how to use this site

Welcome to www.FinancialPlanningForCanadians.ca, where you'll learn how financial planning can set you on a course toward achieving your life goals.


Global Financial Planning Survey

When it comes to managing their finances, consumers are struggling. They’re not highly confident, don’t stay on track, fail to achieve goals and most don’t have a financial plan. We know this because of global research that was commissioned by the Financial Planning Standards Board in partnership with FPSC, involving over 19,000 adults in 19 different countries, including over 1,000 in Canada.


How Can a CFP Professional Help You?

Your finances can't manage themselves. But that doesn't mean they won't try. Bring all your finances together with the help of the one person who can: a Certified Financial Planner professional.

The term ‘financial planning’ is too often used as a sales pitch to sell product, and the title ‘financial planner’ is used haphazardly throughout the industry
— Cary List, President & CEO, Financial Planning Standards Council

Matter of Trust

The need for unbiased financial planning advice has never been stronger. In Canada, excluding Quebec, anyone can call themselves a financial planner without regulation, leaving Canadians confused and at risk. Canadians deserve better.