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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.


FinancialPlanningforCanadians.ca



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




Presentation Template

Click on the image below to view and download your personal “Here’s the Plan” 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.


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 right 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.

 
Infographic: YOUR ANNUAL FINANCIAL CHECKUP

You schedule an annual checkup with your doctor, but do you take your finances just as seriously?
The Financial Planning Standards Council (FPSC) recommends you meet with a CERTIFIED FINANCIAL PLANNER® professional at least once a year to take your financial pulse.

Click on the image below to download a summary the full infographic.
 


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 Life is Better


Showcase Your Designation
Order FPSC’s Code of Ethics Poster to 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).  




Download the CFP marks to showcase your designation in your email signature, stationery or website.

Please refer to the Marks Use Guide for Canadian CFP Professionals




Subscribe and Follow
  • Follow us on social media to be the first to see our latest articles and videos.

Use our search tool to find a planner or certificant near you.


CFP professionals and FPSC Level 1 Certificants in Financial Planning can log in to their FPSC Portal here.


Come together with other financial planning professionals and FPSC leadership to explore topics that impact your practice and your profession—today and into the future.


Help 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.


FPSC produces a number of publications related to CFP certification and the financial planning profession.


Check our Job Board often for opportunities for CFP professionals and FPSC Level 1 Certificants in Financial Planning.


Use this website to find useful, actionable information and tools to assist your clients in achieving their financial goals. 


Invest in your future: Support the Financial Planning Foundation