Information and Resources for Educators and Academic Partners
Thank you for your leadership in offering courses on financial planning and helping advance the profession.
This toolkit can to help you promote the courses that lead up to FP Canada’s financial planning certifications 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 Certified Financial Planner® certification and Qualified Associate Financial Planner™ certification.
Here’s how you, your marketing department, and career centre colleagues can use this content
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:
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:
Download content to promote CFP certification
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 QAFP certification. We’ve put together information that answers some common questions students might have about QAFP certification, such as:
Download content to promote QAFP certification
Simply download the above document and copy and paste the content where needed.
Link your web content and social media posts to FP Canada’s ‘Your Career in Financial Planning’ webpage, 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.
Your career in financial planning
You can also directly copy this link: https://www.fpcanada.ca/students-and-candidates/your-career-in-financial-planning
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.
You can also directly copy this link: https://fpcanada.us6.list-manage.com/subscribe?u=d399a8266af2d7407f3b34b73&id=6785d9d7d5
A national certification and professional oversight body 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 in Canada. There are about 17,000 Certified Financial Planner® professionals and about 1,900 Qualified Associate Financial Planner™ professionals (as at September 30, 2021), who meet FP Canada’s rigorous professional and ethical standards. Learn more at FPCanada.ca.
Simply direct students to profiles of successful financial planners certified by FP Canada using the link below:
A day in the life of professional financial planners
FP Canada Career Ambassadors are available to speak to your students about the financial planning profession and can host student information sessions to talk about financial planning as a career, a day in the life of a financial planner, the benefits of becoming certified and the path to certification. Career Ambassadors are also available to take part in other planned student events (e.g. industry nights, career fairs, etc.).