Client resources

Raise awareness about the benefits of professional financial planning

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Raise awareness of the benefits of professional financial planning and reinforce the value of your services by sharing the FP Canada™ consumer website, Financial Planning for Canadians.

It serves as a hub of helpful resources to help your clients understand the value of having a financial plan and working with a professional financial planner. The website is home to a library of articles written by professional planners that Canadians can browse by Life Moment.

The refreshed site enables consumers to more easily connect with professional financial planners who meet their unique needs via the redesigned Find Your Planner tool, so every visitor is sure to find someone who’s right for them close to home.

It also provides information on the many responsibilities planners have to their clients and how the FP Canada Standards Council™ protects the public interest, and makes it easier to file a complaint about a financial planner. Whether they’re going to school, emigrating to Canada, enjoying retired life, or somewhere in between, every Canadian will find content tailored to their lives.

Financial Planning for Canadians

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Reinforce the value that you provide as a professional financial planner and give clients and prospective clients the tools to evaluate their financial situation.

Printed copies of Here’s Your Plan brochures are now available for purchase through your FP Canada Portal. Share the Here’s Your Plan brochure with clients before your virtual meeting.

QAFP Brochure (PDF) CFP Brochure (PDF)

 

Order printed brochures

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A collaboration between FP Canada and the Institute of Financial Planning, the Canadian Foundation for Financial Planning is an independent registered charity that supports widespread access to the benefits of financial planning.

Canadian Foundation for Financial Planning

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Based on the Financial Wellness Study and with the support of FP Canada, CPA Canada developed the Financial Wellness Guide, an interactive questionnaire that helps Canadians understand money basics and how to apply learnings to improve their own lives.

Share the questionnaire with clients as a discovery exercise to help identify areas where they may want guidance from you as a professional financial planner.

Financial Wellness Guide Interactive Questionnaire.