This brochure has been designed to help Canadians understand how you can help them achieve their personal and financial objectives. Purchase in packages of 100 for $39.
Encourage your clients to take the next step. Use this website to find useful, actionable information and tools to assist your clients in achieving their financial goals.
The Here's the Plan™ presentation was created to help you showcase the value of building a financial plan with a CFP® professional. Click here to download the presentation or view a preview below.
An FPSC study revealed 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. Download the infographic.
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. Share this infographic with your networks to encourage your prospective and current clients to take the next step toward finding a professional financial planner. Download the infographic.
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 CFP® professional at least once a year to take their financial pulse. Download the infographic.
CFP®, Certified Financial Planner® and the logo are certification trademarks owned outside the U.S. by Financial Planning Standards Board Ltd. (FPSB).
Financial Planning Standards Council is the marks licensing authority for the CFP marks in Canada, through agreement with FPSB. All other ® are registered trademarks of FPSC, unless indicated.
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