Academy of Financial Divorce Specialists (FDS) provides training to those financial professionals interested in acquiring the Financial Divorce Specialist designation.
Advisor.ca Website for Canadian financial advisors featuring industry news, practice management tools and investment insights. Registered users can also sign up for free twice-daily e-mail bulletins containing market updates, relevant links to daily newspaper stories and to top Advisor.ca stories.
Advisor's Edge magazine Canada's magazine for the financial professional. Informative and insightful stories about the financial advice industry and top columnists featured every month.
Advisor Forum conferences Cross-Canada five-city conferences featuring renowned industry speakers plus interactive and educational sessions, plus attendees can earn up to 10 CE credits in two days.
AdvisorTek.ca is a comprehensive software and technology
web portal exclusively for Canadian financial advisors.
The site, which is free to advisors, provides:
comprehensive directory of software and technology vendors
online discussions forums
articles from industry experts
checklists and interactive tools
online financial calculators
interactive PowerPoint slides
the latest industry news
Algario Communications has a strong track-record of providing its corporate clients with the knowledge and skills to significantly enhance their sales performance. They've helped clients across a range of industry sectors experience the bottom-line impact of the Question Based Selling TM (QBS) methodology, and efficiently deliver this online sales training system to all members of their sales teams.
Brigus Group, developers and evaluators of educational materials for the general public and financial professionals, offers you interactive learning tools.
Canadian MoneySaver is a personal finance site offering all the features available in "Canadian MoneySaver" magazine - and more. Articles since 1981 have been archived in a searchable database. A free edition is available online.
The
CCH Financial Planning Library is a collection of CD and
internet research and compliance tools that are designed to
help Financial Planners save time, save money and stay current.
It consists of the Canadian Financial Planning Guide, Estate
Planning for Financial Advisors and Financial Planning Workbench.
Call 1.800.268.4522 for a free demonstration or for more information,
visit www.cch.ca.
CCH
eMonthly is a FREE online publication for professionals.
CriticalIllnessLearning.com
was created to help insurance agents, brokers and home office marketing personnel
learn how to successfully market and sell Critical Illness Insurance.
Financial Planning Software Please note
that FPSC doesn't recommend nor endorse any listed
software - the list is provided as information only.
Software reviews
by your fellow CFP professionals and other industry professionals are posted in Articles & Books.
Links to Additional software information:Advisor.ca has articles and tools designed to help you find the best software to satisfy your needs.
If you know of any other financial planning software
not included here, contact Blake Glendenning.
Investment
Executive is Canada's national newspaper for financial
advisors, published 16 times a year.
The Managing My Life Program Series is a library of quality wellness resources to help individuals improve the quality of their lives and improve their productivity at work. Topics covered include change, stress, health, time, money, retirement planning, job search techniques, career planning, parenting, grief.
National Review, developers of educational materials and workshops for the general public and financial professionals, offers a 500-page workbook and a four-day workshop intended for practitioners in search of an advanced course to update and hone their knowledge critical to the profession.
Tavana & Company, Chartered Accountants, have a variety of financial calculators on their website.
CFP®, CERTIFIED FINANCIAL PLANNER® and are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd. (FPSB). Financial Planners Standards Council is the marks licensing authority for the CFP marks in Canada, through agreement with FPSB.
are certification marks