Resources for Financial Planners

smiling-asian-woman-in-a-meeting-room-iStock-2187592237

Market yourself

Use the tools and resources to help market yourself to new clients. Display your certification mark, share your free digital badge, update your social media presence and much more.

Use your certification marks

Clearly identify yourself as a CFP^® professional or a QAFP^® professional when communicating with other financial professionals as well as your clients. Be sure to access and utilize your FP Canada certification marks in your emails, social media posts and in video calls. Instructions on how to set up your marks and identify yourself clearly are all available in your FP Canada account.

Access marks

Enhance practice

Tools to help you in the day-to-day management of your practice.

Access the Projection Assumption Guidelines
Build a client engagement letter
Review the latest Financial Stress Index
Read most recent FP Standard e-magazine and much more

Client resources

Help prospects and clients understand the benefits of financial planning. Share a link to the consumer website, encourage them to sign up to our e-newsletter and download a brochure to share.

Manage your CE requirements

CE favourites

Any CE activity in the CE Store can be a favourite. Revisit your favourites when you log into your FP Canada account.

Access CE Store

CE tracker

Track and/or upload completed CE on this page. Monitor progress towards your annual CE requirement.

View the CE tracker

CE activities

See your registered CE activities and get started. You’ll find an easy view of your activities and completion timelines.

View CE activities

CE certificates

Download and view your CE certificates in your FP Canada account.

CE Certificates

Insights and more resources

Financial planning research studies

As financial planning continues to evolve, research equips planners with practical information and techniques that can elevate your practice. Leverage these insights into your discussions with clients and peers and incorporate the research findings into your practice.

FP Canada 2025 Financial Stress Index

Gain insight into the issues causing financial stress to Canadians, and how certified financial planning professionals can help improve their financial well-being.

Access the 2025 Financial Stress Index Resources

FP Standard

Our bi-annual publication is your key source for staying current with news, events, ideas, and trends in the financial planning profession.

Read the latest issue | Download the latest issue in PDF

Read the Fall 2024 issue | Download the Fall 2024 PDF

Follow us!

Keep up to date with FP Canada events, news, activities and opportunities by subscribing to our social media feeds on LinkedIn, Facebook and YouTube.

Resources for Financial Planners

Your FP Canada account

Market yourself

Use your certification marks

Enhance practice

Client resources