May 11, 2008
What Canadians value most from their financial advisors is information. To help you inform your community of the importance of personal financial planning and the services you offer, Financial Planners Standards Council makes available to you the following print, online and trade show support. Add to the impact of your own marketing initiatives with the following resources.
To order these materials, please see our order form.
Brochure - "What makes the CFP credential trustworthy?" - This brochure gives a general overview of CFP certification, and explains its value to the client.
Brochure - "What assurance do I have that financial planning is working for me?" - This brochure assists clients in understanding the CFP Code of Ethics, and Standards of Practice and Competency.
Brochure - "Do I need help with my financial planning?" - This brochure offers clients a self-quiz to determine the value of working with a financial planner.
We will be offering new ad templates, with our updated branding guidelines, as soon as they are available.
To enroll in Find a CFP Professional, you must opt-in through FPSC Online Services.
Focus on your Finances introduces basic financial planning concepts to young Canadians, providing them with information on how to set goals, budget, file taxes and invest while understanding the advantages and disadvantages of credit and debt. Contact FPSC Communications to place an order.
We have four presentations available in .pdf - A Financial Planning Primer for Consumers, How to Become a CFP Professional, The Financial Planning Profession and Why Become a CFP Professional...
Career Shopping? A sure-footed Guide to the financial planning profession. Career Shopping Brochure >>
This bilingual career flyer explains financial planning, CFP certification and how to become a CFP professional. Bilingual Career Shopping Flyer >>
If you have recently received CFP certification, we have a tool to help you let friends, family and clients know. Announce Your Certification >>
Our 2008 Globe and Mail Insert is now available.
A feature on our previous paid advertisements can be found on our old site, and will migrate here as soon as possible. Our Advertising >>
Are you a CFP professional who requires a replacement CFP lapel pin? They can be re-ordered easily via our order form. CFP Lapel Pins >>
| Downloadable Files | Size |
|---|---|
 Brochure - "What assurance do I have that financial planning is working for me?" | 224.97 KB |
| Brochure - "Do I need help with my financial planning?" | 248.6 KB |
| Brochure - "What makes the CFP credential trustworthy?" | 248.62 KB |
| Career Shopping | 391.82 KB |
| Focus On Your Finances | 1.15 MB |
| Step By Step: A Financial Planning Primer for Consumers | 930.27 KB |
| Step By Step: How to Become a CFP Professional | 309.73 KB |
| Step By Step: The Financial Planning Profession | 318.71 KB |
| Step By Step: Why Become a CFP Professional? | 461.81 KB |
| Career Shopping Bilingual Flyer | 230.25 KB |
| FPSC 2008 Marketing Materials Order Form | 57.95 KB |
| Globe and Mail Insert - 2008 | 1.14 MB |
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.
Print Version
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