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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
A compilation of some of the most common questions that arise for people becoming familiar with the concept and process of financial planning.
Financial Planning Week is part of an ongoing effort to raise awareness of financial planning as fundamental to the financial well-being of Canadians.