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.
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, you’ll want to have your financial house 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.
A Certified Financial Planner® professional can give you the confidence in your finances that you need to be happily self-employed.
Research revealed that millennials and parents with young children were most likely to feel pressure to “keep up” with the way their peers were spending money.
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.