YOUR CHOICE OF
FINANCIAL PLANNER MATTERS
Your financial planner has the potential to directly affect your financial and emotional well-being, today and in the future. Do you know how to find the right financial planner—someone you can really trust? Do you have questions about the financial planning process? Are you curious how a financial plan can make a difference in your life?
The articles on this page will help answer these questions and many more, arming you with the information you need to make informed choices when selecting a professional financial planner.
The Certified Financial Planner® designation, long recognized as the standard for financial planning in Canada and around the world, provides assurance that the design of your financial future rests with an individual who has met the highest standards of knowledge, skills, abilities and ethics in the financial planning profession. Let us show you why.
Here’s the Plan™ Email Newsletter
Subscribe to our free monthly newsletter, Here’s the Plan™. Every issue includes a selection of actionable tips to help you prepare for life events and bring you closer to your life goals.
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 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.
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.
how financial planning makes a difference
This is the biggest mistake you can make with your finances. Find out how to avoid it and get on the path to greater emotional and financial well-being.
By developing a financial plan tailored to your unique situation and goals, you can balance what you need and want today with your dreams for the future.
A nationwide study provides important insight into the potentially life changing impact of financial planning for all Canadians, regardless of net worth. Explore the results now.
There are many myths out there that can make it hard to understand how financial planning with a professional financial planner can help you. Get the facts here.
Financial planning is vital for securing your financial future and achieving your financial goals. Find out why you can benefit from creating and regularly reviewing a financial plan of your own.
the financial planning process
Do you really need professional help to start your financial plan? Here's why you could be missing out if you go it alone.
You schedule an annual checkup with your doctor but do you take your finances just as seriously? Follow these steps to maintain your financial plan.
Learn how to make the most of your time with your planner and get off to a good start.
Financial planning is a dynamic process that should evolve as your life changes. After creating a comprehensive financial plan, here's how to review and revise it.
Explore helpful tools that were designed to help you understand the process of financial planning and how it can help you achieve your life's goals.
A good financial plan takes into account all aspects of your finances. Learn what to expect when you start crafting a professional financial plan of your own.
Choosing your financial planner
Not sure how to begin your search? Use this helpful guide to find a financial planner that meets your unique needs.
The rise of robo-advisors has emphasized the indispensable value of a human financial planner. Learn more.
Be sure to ask these questions of any financial planner you interview to ensure that you are working with someone who is competent, qualified and ethical.
Simply googling “financial planner” won't necessarily ensure you find an ethical, professional financial planner. Here's what you should look for.
Are you ready to enter into one of life's most important relationships? Learn how to find a financial planner with the appropriate credentials and experience.
These questions will help you evaluate financial planners to find a competent, qualified, professional who you are comfortable working with.
This decision will affect all aspects of your financial well-being, today and in the future. Consider these tips to make an informed choice.
what sets cfp professionals apart
These infographics summarize the results of global research that helped illustrate the value of financial planning with an appropriate professional.
A CFP professional is trained to tackle a range of financial issues. Here's how they can make a difference in your life.
The CFP certification is recognized worldwide for representing the highest professional standards in financial planning. Learn why.
The CFP designation assures Canadians that they are working with a qualified professional who will put clients’ interests ahead of their own.
How you are protected
A national survey commissioned by FP Canada in time for Financial Planning Week (November 19-25), reveals that Canadians’ lack of financial confidence may be preventing them from getting the financial help they need. Learn more
If you have concerns about the actions of a CFP professional or an FPSC Level 1 certificant, here's how you can lodge a complaint with FP Canada.
FP Canada vigilantly guards Canadians' trust, promptly addresses concerns, and thoroughly investigates all allegations of misconduct by FP Canada certificants.
When it comes to sourcing a trustworthy financial planner, Canadians face lack of clarity and risk. Learn what FP Canada is doing to change this for all Canadians.
Though designed for people in the financial industry, DIY investors and adviser clients have much to gain from the Projection Assumption Guidelines.
Canadians are at risk unless they can trust that their financial planner has a duty to put their client's interests before their own. We strive to protect you.
In the absence of government regulation, what standards are protecting you and your financial future? How do you know if you’re in good hands? Find out here.
Learn about an important resource that can help both the Canadian public and industry alike understand if a financial planner is qualified to perform their role.