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Marketing Toolkit

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. 
Value of Financial Planning cover

 

Click the image above to read the brochure online.

Purchase in packages of 25 for $62.50.

 
FinancialPlanningforCanadians.ca

Videos
Here are some video resources to help your clients get started on the road to financial confidence.






Presentation Template
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.

Download Presentation

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.



Infographic: Life's better with a CFP professional

FPSC released the results of a study that confirms that the majority of Canadians lack confidence in their financial knowledge. Among the key findings: Canadians who work with a CFP® professional are 32% more likely to feel very knowledgeable about financial matters.

Click on the image below to download a summary of the results.
 

Infographic: YOUR ANNUAL FINANCIAL CHECKUP

Your clients schedule an annual checkup with their doctor. Encourage them to take their finances just as seriously with this new infographic. FPSC recommends meeting with a CERTIFIED FINANCIAL PLANNER® professional at least once a year to take their financial pulse.

Click on the image below to download the full infographic.



Showcase Your Designation
Order FPSC’s Code of Ethics Poster 
Help your clients understand your exceptional commitment to ethics.

The paper poster is available on your FPSC Portal, or you can order a framed copy here (scroll to the bottom of the page).  




Use the CFP Marks
Download the logo files to showcase your designation in your email signature, stationery or website.

For guidance on how to use them, please refer to the Marks Use Guide for Canadian CFP Professionals



Put Your Certification on Display with a Customized Frame
Order a frame for your diploma, annual certificate and Code of Ethics poster.

Add Your Certification to LinkedIn
  1. Click the Me icon at the top of LinkedIn to go to your profile.
  2. Add your certificate
    • If you've previously added a certificate, scroll down to the Certifications section and click Add.
    • If you've never added a certificate, you'll first want to add a Certificationssection. From the Add new profile section dropdown, scroll to Accomplishments, then click the plus sign next to Certifications.
  3. Type in your certification information.
  4. A menu displaying companies will appear as you type in the Certification Authority field. Be sure to select Financial Planning Standards Council from the menu so their logo appears next to the certification on your profile.
  5. Click Save.

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