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Educating clients about financial planning week
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Consumer Resources

Financial Planning Week is the ideal time to inspire your clients and prospects to take the next step toward financial well-being by engaging in financial planning with a professional financial planner. Here are some ways you can dovetail your own activities with FPSC’s awareness initiatives.

Encourage your clients to learn more about the value of financial planning with these resources:

  • FinancialPlanningForCanadians.ca includes more than 100 articles, videos and infographics to help Canadians use financial planning to navigate through various stages of their lives. Include a link to the site or any of its resources in consumer-focused communications.
  • Offer your clients a free subscription to Here’s the Plan, FPSC’s consumer newsletter. It's an easy way to help your clients learn more about financial planning.
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Consumer Research

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FPSC is releasing new consumer-focused research and infographics leading up to Financial Planning Week and in the months following.

We encourage you to release your own findings as well as ours.

Share the research results on social media or use them as a conversation starter with your clients.



Social Media Updates

We post about the importance of financial planning and of working with a professional financial planner on Twitter, Facebook, LinkedIn, Google+, YouTube and Instagram.

Browse our collection of social media posts to support your efforts and easily maximize your exposure leading up to and during Financial Planning Week. Don’t forget to include the hashtag #FPW2018 in your posts and encourage your followers to do the same.




Other Tips

  • Share case studies or testimonials of clients who have taken positive planning action to illustrate the benefits of setting up an initial meeting with a professional financial planner or of revisiting existing financial plans.
  • Circulate the names and specialties areas of your newly certified CFP® professionals to your clients to recognize your newly minted colleagues and encourage clients to connect.
  • Include the bilingual Financial Planning Week logo and tagline on all of your materials and communications. Download the FPW logo.
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Thank you to our Financial Planning Week 2018 sponsors
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