Financial Planner Toolkit

As a financial planner certified by FP Canada™, you make a meaningful difference in your clients’ lives. To support your work, FP Canada has developed resources to help you promote your professional designation and show your clients the value of financial planning. Each toolkit includes promotional materials, sample guides, the latest research studies, social media tips and resources for you to share with clients.


Resources for CFP Professionals
Resources for QAFP Professionals