Financial Planner Toolbox

As a financial planner, you make a meaningful difference in your clients’ lives. FP Canada is here to support you in that mission. We have compiled a series of publications, research studies and other tools that can help to guide you in your practice, educate your clients on the value of financial planning and promote your professional designation.

 

Research

FP Canada regularly conducts research on Canadians' knowledge, attitudes and behaviours when it comes to financial planning. These surveys help to illustrate how all Canadians can benefit from financial planning with the help of a professional. For more information, please visit our website for the Canadian public, Financial Planning for Canadians.


 

    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

We created this website to help all Canadians navigate the financial matters that arise in their lives. It contains over 140 videos, articles and infographics about the value to all Canadians of engaging in proper financial planning with a professional.

Go to Financial Planning for Canadians

 

FP Standard

Your source for keeping up to date on ideas, thoughts and trends in the financial planning profession. View the most recent issue below.

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Here's the Plan Brochure

This brochure helps Canadians understand the financial planning process, the benefits of engaging in financial planning and the value of working with a CFP professional.

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Infographics

These infographics provide engaging visual tools for educating Canadians on the value of working with a professional financial planner. Share these with your networks to encourage your prospective and current clients to take the next step toward financial well-being.


    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

 

Marks Usage Guides

These guides provide the rules and general requirements for using the CFP marks, FPSC Level 1 marks and FP Canada Fellow trademarks in promotional materials, text documents, electronic media and more.


 

Value of Financial Planning Booklet

Financial Planning Standards Council, in conjunction with the FP Foundation, published this booklet highlighting results from a three-year longitudinal study that involved nearly 15,000 Canadians and provided important insight into the potentially life-changing impact of financial planning.

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Social Media Posts

Looking to build your social media presence as a financial planner? We have you covered with ready-to-use social media posts that can be shared from your own social media accounts.

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