As a financial planner, you make a meaningful difference in your clients’ lives. FP Canada™ is here to support you in that mission. We have compiled a series of publications, research studies and other tools that can help to guide you in your practice, educate your clients on the value of financial planning and promote your professional designation.
Looking for an effective way to describe the difference you make in your clients’ lives? FP Canada engaged in qualitative research on the functional and emotional value of financial planning. The result is a value proposition that conveys the meaningful role CFP professionals play in the lives of their clients:
"Life is complicated and figuring out how to reach your goals can be overwhelming. There’s an endless amount of information out there and it can be hard to even know where to start. I simplify complex financial matters for my clients and look at their whole picture to help them build a plan that lets them Live Life Confidently™."
Questions? Read the Frequently Asked Questions.
The Honesty Index
Four-in-10 Canadians say they have a reason preventing them talking about money issues with a financial planner, the Honesty Index shows. Reasons include not enough money, afraid of being judged and it would cause stress, among others.
Certified Financial Planner® professional. Simplifying complex financial matters to help clients Live Life Confidently™.
We invite you to post these social media messages on your accounts to communicate the value of working with a CFP professional.
Let's Build a Plan to Help You Live Life Confidently™
Your Annual Financial Checkup
Your clients schedule an annual checkup with their doctor. Encourage them to take their finances just as seriously with this infographic.
Looking to build your social media presence as a financial planner? We have you covered with ready-to-use social media posts that can be shared from your own social media accounts.
View social media sample posts