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. FPW 2018 will take place from November 18-24. 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.  



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.


A survey commissioned by FPSC 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.


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

FPSC’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.

4 Steps to finding the financial planner who's right for you

When it comes to choosing the right financial planner, where do you even begin? Financial Planning Standards Council (FPSC) created this nifty guide to help you find a professional financial planner that meets your unique needs, in four easy steps.


Financial Planning Week presents a great opportunity to think about your financial planning needs. These simple steps can help you get started.

What Is a Financial Planner? (VIDEO)

Not all financial planners are created equal. Kelley Keehn explains why it is so important to make sure you are working with a professional financial planner.

What Is Financial Planning? (VIDEO)

A CFP® professional discusses how financial planning puts your goals into action. Find out how you can stop wishing and create a solid plan of your own.

What Is a Financial Plan? (VIDEO)

Creating a financial plan could be the best decision you ever make. A CFP® professional outlines what a financial plan includes and how it is crafted.

Do You Really Have a Financial Plan?

A financial plan takes a big picture look at every financial area of your life. Learn what goes into a financial plan and what could be missing from yours.

Frequently Asked Questions

A compilation of some of the most common questions that arise for people becoming familiar with the concept and process of financial planning.

What is Financial Planning Week?

Financial Planning Week is part of an ongoing effort  to raise awareness of financial planning as fundamental to the financial well-being of Canadians.