Resources for Educators and Academic Partners

 

Educator Toolkit

Information and Resources for Educators and Academic Partners

Purpose of this Toolkit

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

  1. Publish the content directly on your website
  2. Share the brochures and other information directly with students
  3. Share this section with your marketing team for promoting career paths and opportunities
  4. Share this section with your career centre to help them talk about professional financial planning and the process of getting certified by FP Canada
  5. Direct students to FP Canada’s Your Career in Financial Planning webpage for more information on the profession
Three people 'physically' building a website. Illustration

FP Canada as a career -illustration of QAFP and CFP professionals in work environment.

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 logo badge

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:

  • 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 logo badge

Download content to promote QAFP certification


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


Direct students to the FP Canada website

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



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


You can also directly copy this link: https://fpcanada.us6.list-manage.com/subscribe?u=d399a8266af2d7407f3b34b73&id=6785d9d7d5

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

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 17,500 Certified Financial Planner® professionals and about 1,600 Qualified Associate Financial Planner™ professionals (as at June 30, 2023), 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.).



 

Request a Career Ambassador

 

 

 

Have Questions? You can write to us at info@fpcanada.ca