FPSC - Certified Financial Planner

Radio interview with CFP professional Cynthia Kett

May 2003

What is Financial Planners Standards Council (FPSC)?
In order to do financial planning, do you need to be a Certified Financial Planner?
What is your website?
What will someone find on the website?
What is financial planning and how is it different than retirement or investment planning?
Would it be safe to say that the majority of Canadian don't know what they are doing when it comes to their money?
The earlier you get started the better and it certainly hasn't changed in 2003 has it?
If someone wants to look for an investment counsellor, how do they go about it?
What credentials are important to look for?
So what we're really talking about is full financial planning and not just investments?
Is it ever too late to call a financial planner?
You have questions to ask your financial planner. The first one is what are your qualifications. How would you answer that question?
What experience do you have?
Do you actually sit down and interview financial planners?
Will you be the only person working with me?
Can I have it in writing? Do financial planners offer guarantees?

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Alastair Rickard - 2007 winner of the Donald J. Johnston Award For Outstanding Contribution to the Profession of Financial Planning in Canada

Read FPSC's comments of various industry issues.

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.

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