As a financial planning professional, you’ve earned the right to these key resources.
The Marketing Toolkit helps your clients understand the value of financial planning, how planning can help navigate through every stage of life, and the importance of working with a qualified planner.
The toolkit includes videos, presentations, social media posts, research results and other information that you can easily share with your clients. Explore all the resources below.
Here's the Plan
This brochure has been designed to help Canadians understand how you can help them achieve their personal and financial objectives.
Click the image to the below to read the brochure online. Purchase in packages of 100 for $39.
Value of Financial Planning
FPSC, in conjunction with the FP Foundation
, published this booklet highlighting results from a three-year study that provide insight into the potentially life-changing impact of financial planning.
Here are some video resources
to help your clients get started on the road to financial confidence.
Click on the link below to open the Here’s the Plan™
presentation in LinkedIn SlideShare. From there you may download the presentation in order to customize it for your purposes.
You can use this presentation during individual or group meetings and speaking engagements to showcase the value of building a financial plan with a CFP® professional.