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.  

 
 

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, you’ll want to have your financial house 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

A Certified Financial Planner® 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

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.


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.


10 WAYS TO GET STARTED WITH FINANCIAL PLANNING

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.