Thank you for your leadership in offering courses on financial planning and helping advance the profession.

This toolkit can help you promote the courses that lead to the financial planning certifications offered by FP Canada™ by providing ready-to-use content and resources for faculty and prospective students. The content will provide them with a better understanding of the financial planning profession, and will offer detailed insights into the Qualified Associate Financial Planner™ certification and Certified Financial Planner® certification.

How to use this toolkit

Here’s how you, your marketing department, and career centre colleagues can use this content

  • publish the content directly on your website
  • share the brochures and other information directly with students
  • share it with your marketing team for promoting career paths and opportunities
  • share it with your career centre to help them talk about professional financial planning and the process of getting certified by FP Canada
  • direct students to FP Canada’s Become a Financial Planner webpage for more information on the profession

You can use the following content to talk to your students about the profession of financial planning.

Before diving into information about certifications and courses leading up to those certifications, it’s helpful for students to understand what it means to be a professional financial planner.

Use this information to answer some of the common questions they might have about the profession, such as:

  • What is financial planning
  • Why pursue this career option
  • What does a financial planner do?
  • The importance of pursuing professional certifications from FP Canada
  • ‘Your career in financial planning’ brochure and other useful resources

Download content to promote financial planning as a career. 

Simply download the above document and copy and paste the content where needed.

You can use the following content to talk to your students about CFP® certification. We’ve put together information that answers some common questions students might have about CFP certification, such as:

  • What does a CFP professional do?
  • Why pursue CFP certification
  • What their future as a CFP professional might look like
  • Quotes and stories from successful CFP professionals
  • CFP certification brochure and other useful resources
  • CFP certification logo badge

Download content to promote CFP certification 

Simply download the above document and copy and paste the content where needed.

Enhance the credibility of your education programs and ensure compliance with FP Canada marks

If you are marketing education programs leading to CFP certification, ensuring that your marketing materials are up to date with the correct FP Canada marks is absolutely essential.

We’ve created a marks guide exclusively for FP Canada-approved education providers to walk you through how to best use these marks to promote your approved programs effectively.

Download the marks usage guide for educators

You can use the following content to talk to your students about QAFP® certification. We’ve put together information that answers some common questions students might have about QAFP certification, such as:

  • What does a QAFP professional do
  • Why pursue QAFP certification
  • What their future as a QAFP professional might look like
  • Quotes and stories from successful QAFP professionals
  • QAFP certification brochure and other useful resources
  • QAFP certification logo badge

Download content to promote QAFP certification 

Simply download the above document and copy and paste the content where needed.

Enhance the credibility of your education programs and ensure compliance with FP Canada marks

If you are marketing education programs leading to QAFP certification, ensuring that your marketing materials are up to date with the correct FP Canada marks is absolutely essential.

We’ve created a marks guide exclusively for FP Canada-approved education providers to walk you through how to best use these marks to promote your approved programs effectively.

Download the marks usage guide for educators 

Direct students to the FP Canada website

Link your web content and social media posts to FP Canada’s ‘Become a Financial Planner’ website, where students can learn more about the profession of financial planning, find information on FP Canada certification and can read about successful professionals certified by FP Canada.

Become a financial planner

Students can sign-up to stay updated on certifications from FP Canada

You can encourage students to sign up to receive updates from FP Canada using a link to the form below. They can expect to receive updates about certifications, news from the industry, invitations to exclusive events, and stories about successful professionals. Staying actively engaged can help keep them motivated on their career path.

Sign up to stay up-to-date

Who is FP Canada and how do they play a role here?

Established in 1995, FP Canada is a national not-for-profit education, certification, and professional oversight organization working in the public interest. FP Canada is dedicated to championing better financial wellness for all Canadians by leading the advancement of professional financial planning across the country.

There are about 17,500 Certified Financial Planner® professionals and about 1,200 Qualified Associate Financial Planner™ professionals (as of December 31, 2024), who are held to FP Canada’s rigorous professional and ethical standards.

Simply direct students to profiles of successful financial planners certified by FP Canada using the link below: 

A day in the life of a professional financial planner