financial planning is for everyone

In its tenth year and an integral part of Financial Literacy Month, Financial Planning Week (FPW) is part of an ongoing effort to raise awareness about the value of financial planning with a professional planner.  We invite you to get started with financial planning by exploring the content below and learning how you can set yourself up for a successful financial future.  


THE NEW RETIREMENT-SAVING REALITY

Even if your employer doesn’t offer a group RRSP or a pension plan, or you haven’t been participating in a savings program offered by your company, it’s vital to make retirement savings a priority


STARTING YOUR OWN BUSINESS: PLANNING FOR ENTREPRENEURSHIP

If you’re entrepreneurial at heart, starting your own business may seem like a great idea. But before you make the leap and invest time and money into a new venture, it’s wise to consider all the financial implications.


HOW TO RECOVER FROM AN UNEXPECTED EXPENSE

According to FP Canada’s Cross-Country Checkup, one in three Canadians report that they would not be able to handle a financial emergency. A CFP professional is there to help you to rebuild and put a game plan into place and arrive at a well-rounded decision to handle the situation.


HOW TO OVERCOME BEHAVIOURAL BARRIERS TO REACH YOUR GOALS

One of the most common challenges when it comes to financial planning is keeping your plan on track to achieve your short- and long-term goals. A CFP professional is there to help you through the tough times.


INTRODUCING FP CANADA

Effective April 1, 2019, FPSC will become FP Canada: the only true national professional body for financial planning in Canada.


IMMIGRANTS: A NEW COUNTRY REQUIRES A NEW FINANCIAL PLAN

One of the best ways to achieve success is for newcomers to understand the financial landscape and plan for the future in their new country.


ARE YOU STRUGGLING WITH FINANCIAL STRESS?

A survey commissioned by FP Canada shows that Canadians are suffering emotional stress related to their financial situation.


YOUR FINANCIAL FUTURE

Global economic uncertainty and stock market volatility over the past year have shaken the confidence of many Canadians in their readiness to plan for future financial needs.


YOUR HEALTH & YOUR MONEY

When it comes to your health or wealth, we know it isn’t simple or easy. But the peace of mind you’ll find from having a financial plan is well worth the journey. Get the expertise to help set you on the right path or get back on track when life changes course on you.


HOW TO FIND THE RIGHT FINANCIAL PLANNER

CFP professionals are a unique group of planners who have proven that they are qualified to provide objective financial planning advice at the highest level of complexity required of the profession. Ask these 3 questions to find the right planner for you and your family.


PREPARING FOR PARENTAL LEAVE? PUT FINANCIAL PLANNING ON THE TO-DO LIST

Getting ready for a new baby comes with a huge checklist of things to do, and financial planning generally doesn’t make the cut. Before you take parental leave, ensure your financial house is in order.


SAYING ‘I DO’ TO A FINANCIAL PLAN

Planning for a wedding is a demonstration of commitment: it requires setting a goal, putting together a timeline and schedule, and typically involves some compromise from both partners.


PROFESSIONAL DEVELOPMENT: PLAN AHEAD TO PAY FOR IT

The rapidly evolving work environment—fueled by digitization and social change—often demands new expertise and up-to-date skills to achieve career and lifestyle goals.


SELF EMPLOYED? HOW FINANCIAL PLANNING CAN HELP YOU MIND THE (INCOME) GAP

By 2020, it is predicted that 45% of the Canadian workforce will be self-employed, either full- or part-time. A CFP professional can give you the confidence in your finances that you need to be happily self-employed.


HOW TO OVERCOME FINANCIAL PEER PRESSURE AT ALL STAGES OF LIFE

FP Canada’s 2018 Money and Mental Health survey revealed that millennials aged 18 to 34 and parents with young children were most likely to feel pressure to “keep up” with the way their peers were spending money. Cynthia Kett, a CFP professional, explains how you can avoid the pitfalls of trying to keep up with your peers.