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Media Releases  

 

RRSP & FINANCIAL PLANNING
EXPERTS AVAILABLE

CFP® Professionals available for insight, comment

Toronto, December 1, 2005 - Planning your stories for RRSP season? Looking for experts who can provide insight, comments and quotes? Financial Planners Standards Council can connect you with CFP® (Certified Financial Planner®) professionals who are experts in all facets of financial planning.

Qualified to provide financial planning advice, CFP professionals can answer questions on topics related to retirement, investment, insurance, tax and estate planning, education savings, budgeting and more. Many have specializations including financial planning for life transition, divorce settlements, gay unions, charitable giving, elder care, alternative investing — and others.

More than 16,000 individuals in Canada have earned CFP® certification. This expert community of financial planning professionals spans the country and all the financial services sectors.

STORY IDEAS:

  • Is the retirement landscape changing? With mandatory retirement being phased out in many provinces and a growing rank of entrepreneurs who write their own career ticket, an increasing number of Canadians are shunning traditional retirement. They are either working longer, launching new careers or consulting part-time. How does that impact their financial and retirement planning picture? What are CFP professionals experiencing in their practices and advising their clients?


  • The survey says….Canadians still hold many misconceptions about financial planning. What's the difference between retirement planning, investing and financial planning? According to FPSC's latest survey (mistakes and misconceptions), many Canadians come to their financial planners with a variety of misconceptions about key financial planning matters. Care to hear more? We'll put you in touch with a CFP professional who can help set the record straight on a variety of financial planning misconceptions.


  • Foreign content limits are gone. How does this impact your RRSP global investment strategy? This is the first RRSP "season" where Canadians will no longer be restricted by the foreign content rule. What impact will this freedom have on Canadians' investment strategies? What guidelines or advice are CFP professionals offering their clients in light of this new freedom? What should one consider as they explore their personal investment options?


  • OTHER…there's more! Check out our Story Ideas page regularly for updates.

Financial Planners Standards Council (FPSC) is a not-for-profit organization established in 1995 to foster professionalism in personal financial planning. FPSC develops and enforces the highest standards in financial planning competency and ethics for individuals who hold the CFP® (CERTIFIED FINANCIAL PLANNER®) in Canada. There are currently more than 16,000 CFP professionals in Canada and more than 95,000 individuals who have earned CFP certification in 18 countries around the world. See www.cfp-ca.org for more information.

Please visit our media kit online to learn more about the CFP certification and financial planning at: http://www.cfp-ca.org/media/media_mediakit.asp or visit the FPSC website for further information: www.cfp-ca.org.

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MEDIA CONTACTS:
Eileen Chadnick/Chadnick Communications for FPSC at 416.631.7437 or e-mail Eileen@Chadnick.com or Reed Hilton/FPSC at 416.593.8587 ext. 235 or e-mail rhilton@cfp-ca.org.



View the results of our industry surveys.
 
Share and exchange information with other CFP professionals here.'