Financial Planning and Financial Planner are among the most commonly used and misused terms in financial services today. But what do they mean? To whom and what should and shouldn't they refer? The answers to these questions and many more about the industry, Financial Planners Standards Council and CFP® certification can be found here.
Latest News
May Feature Article - "Spring Into Financial Planning"
Lora Grant, CFP, gives helpful advice on how to get your financial house in order as better weather finally approaches. Get ahead of the game, and spend your summer stress-free!
April Feature Article - "Financial Planning for New Canadians"
Richard Rizi, CFP, discusses the financial challenges new Canadians can face when dealing with Canada's complex tax and savings system, and advises the use of a financial plan to prepare for the future.
February Feature Article - "Love Can Pay the Bills"
Trevor Roberts, CFP, offers up a reality check on the best gift true love can give - good advice! Read more in the this month's Learning Centre feature article.
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