Boîte à outils du planificateur financier

En tant que planificateur financier, vous faites une différence significative dans la vie de vos clients. FP Canada est là pour vous soutenir dans cette mission. Nous avons compilé une série de publications, d’études, de recherches et autres outils pouvant vous aider à vous guider dans votre pratique, à éduquer vos clients sur la valeur de la planification financière et à promouvoir votre titre professionnel.

 

Recherche (Offert en anglais seulement)

FP Canada mène régulièrement des recherches sur les connaissances, les attitudes et les comportements des Canadiens en matière de planification financière. Ces sondages aident à illustrer comment tous les Canadiens peuvent bénéficier de la planification financière avec l’aide d’un professionnel. Pour plus d’informations, veuillez visiter notre site Web destiné au public canadien, Financial Planning for Canadians.


 

    Student Debt Survey

    The steep costs associated with college and university are taking a growing toll on the finances of both students and their parents. The Student Debt Survey reveals that eight-in-10 Canadians with children under 18 say they intend to assist their children with post-secondary costs, and nearly half expect that this will cause them to postpone their retirement. Read More

     

    Cross-Country Checkup

    One-in-three Canadians would fail the financial stress test – meaning they somewhat or strongly doubt their bank account would withstand a financial emergency, such as a car repair or emergency vet bill. This national survey takes the pulse of Canadians on a series of financial questions and breaks down responses on a province-by-province comparative. Read More

     

    Seniors & Money Report

    Running out of money before they die and not being able to pay for long term care top the list of financial fears of seniors. This survey of Canadians aged 60 years and older probes the issues faced by aging Canadians when it comes to debt, income, financial planning and work. Read More

     

    Financial Stress Survey

    Canadians rank money as their greatest stress (more than their personal health, work and relationships) according to a nationwide survey. This was a follow-up to a similar study in 2014 that asked Canadians about their financial stresses. Even more than in 2014, Canadians report suffering emotional stress resulting from their financial situation. Read More

     

    Financial Independence Survey

    Women are still struggling when it comes to their finances, according to a national survey. The research, which was released in time for International Women’s Day (March 8), finds that nearly four-in-10 (38%) Canadian women admit they know “very little” about finances and investments. Read More

     

    Financial Infidelity Survey

    Our lips are sealed. More than one third (34%) of Canadians admit that they are keeping financial secrets from their current partner. This research, funded jointly by the Financial Planning Standards Council and Credit Canada, also finds that nearly four-in-ten (36%) have lied to a partner about a financial matter. Read More

     

    Financial Blues Survey

    “Blue Monday” (usually the second Monday of January) until Valentine’s Day is considered the saddest time of year with its short, cold, bleak days. A national survey, funded jointly by the Financial Planning Standards Council and Credit Canada, finds more than half (53%) of Canadians are feeling financially blue with the younger generations especially struggling. Read More

     

    Financial Planning Confidence Survey

    A national study reveals that Canadians’ lack of financial confidence may be preventing them from getting the financial help they need. The research finds that four-in-10 don’t feel confident when speaking about their finances, and one-in-three don’t ask for financial planning advice because they don’t know what type of questions to ask. Read More

     

    Financial Blind Spots Survey

    A significant number of Canadians are turning a blind eye to their personal finances due to confusion, a lack of knowledge or simply being overwhelmed. The survey found that four-in-10 Canadians (39%) feel they don’t have their financial future under control, while three-in-10 (29%) admit they are overwhelmed with their financial options. Read More

     

    Adult Children and Financial Dependence Survey

    Failure to launch: This nationwide survey finds that more than one third (38%) of parents with millennial children say those children are still financially dependent on them while one third say their millennial kids are still causing a financial strain on the parents. Read More

     

    Canadians Cite Money Worries as Greatest Source of Stress

    A national survey found that 42 percent of Canadians rank ‘money’ as their greatest stress. That stress is driving Canadians to lose sleep, reconsider past financial decisions, argue with partners and lie to family and friends. Read More

     

    Why Life's Better with a CFP Professional

    Global research that was commissioned by the Financial Planning Standards Board in partnership with Financial Planning Standards Council shows that when it comes to managing their finances, consumers are struggling. They’re not highly confident, don’t stay on track, fail to achieve goals and most don’t have a financial plan. Read More

     

    Why Canadians Worry About Money

    Worries about money plague Canadians on a daily basis. Seven-in-10 respondents say that their financial situation has stalled or deteriorated over the past 5 years while two-in-10 admit that they would stay afloat for less than a week if they experienced job loss. Read More

     

    Value of Financial Planning Survey

    Canadians with financial plans feel they are saving more, living well, and experiencing higher levels of contentment in their lives. This study highlighted the potentially life-changing impacts of financial planning as more than 80% of those with comprehensive financial plans say they feel on track with their financial affairs, versus 44% with no planning. Read More

     

    Canadians Lack Confidence in Achieving Their Financial Goals

    A global study commissioned by the Financial Planning Standards Board in partnership with Financial Planning Standards Council, confirms that the majority of Canadians lack confidence in their financial knowledge. The research also finds that seven-in-10 Canadians worry a lot about their financial situation. Read More

     

    Awareness and Perceptions of Financial Planners in Canada

    The services of financial planners can certainly be useful to many Canadians. This survey found that a significant number of Canadians (59%) feel they do not have the necessary knowledge to adequately plan their financial future and they feel that they would benefit from the help of a financial planner. Read More

 

Financial Planning for Canadians website (Offert en anglais seulement)

Nous avons créé ce site web pour aider tous les Canadiens à composer avec leurs problèmes financiers. Il contient plus de 140 vidéos, articles et infographies sur la valeur, pour tous les Canadiens, d’une planification financière adéquate avec un professionnel.

Allez à FinancialPlanningforCanadians.ca

 

FP Standard (Offert en anglais seulement)

Votre source pour rester à jour sur les idées, les pensées et les tendances du métier de planification financière. Voir le plus récent numéro ci-dessous.

Télécharger
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Brochure Here's the Plan

Cette brochure aide les Canadiens à comprendre le processus de planification financière, les avantages de la planification financière et l’intérêt de travailler avec un professionnel CFP.

Acheter
Consultez en ligne

 

Infographie (Offert en anglais seulement)

Ces infographies fournissent des outils visuels attrayants pour éduquer les Canadiens et les Canadiennes sur l’utilité de travailler avec un planificateur financier professionnel. Partagez-les dans vos réseaux pour encourager vos clients potentiels et actuels à faire un pas en avant vers le bien-être financier.


    Life's Better with a CFP Professional

    One-in-three Canadians would fail the financial stress test – meaning they somewhat or strongly doubt their bank account would withstand a financial emergency, such as a car repair or emergency vet bill. This national survey takes the pulse of Canadians on a series of financial questions and breaks down responses on a province-by-province comparative. View Infographic

     

    4 Steps to Finding the Financial Planner Who's Right for You

    Choosing the right financial planner is an important step on the path to a successful financial future, but many people don't know where to begin or how to determine who would best meet their needs. Learn how to take the next step toward finding a professional financial planner. View Infographic

     

    Your Annual Financial Checkup

    You schedule an annual checkup with your doctor, but do you take your finances just as seriously? FP Canada recommends meeting with your financial professional at least once a year to take your financial pulse. View Infographic

 

Guides d’utilisation des marques

Ces guides fournissent les règles et conditions générales d’utilisation des marques, CFP, FPSC Level 1, FP Canada et Fellow FP Canada dans le matériel promotionnel, les documents, les médias électroniques et plus encore.


 

Livret de planification financière

Le Financial Planning Standards Council, conjointement avec la Fondation pour la recherche FP Canada, a publié ce livret soulignant les résultats d’une étude longitudinale de trois ans portant sur près de 15 000 Canadiens et fournissant un éclairage important sur l'incidence possible de la planification financière sur leur vie.

Purchase
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Publications médias sociaux

Vous souhaitez renforcer votre présence sur les médias sociaux en tant que planificateur financier? Nous vous proposons des publications clé en main pouvant être partagées à partir de vos propres comptes de médias sociaux.

Voir les publications médias sociaux