FP Canada

The fall issue of our biannual magazine, FP Standard, is available now! Enjoy a sneak peek into our upcoming 2024 Financial Planning Conference, including in-depth previews of all keynotes, sessions, and panels. You'll also find updates on what's happening at FP Canada and across the financial planning profession, from tips on how to make the most of our new website to the latest regulatory and policy changes. Explore the fall issue of FP Standard now: http://spr.ly/6043SPFZF #FinancialPlanning #CFP #QAFP #FPStandard

Be sure to join us on November 21st for the final ethics session of our 2024 Financial Planning Conference! Back by popular demand, lawyer and bestselling author Ellen Bessner BCOMM, LLB, ICD.D will be providing in-depth insights in her session, The Ins and Outs of Trusted Contacts. You'll learn about the importance of Trusted Contact Persons (TCP), when and how to have the conversation about appointing a TCP with your client, the qualities necessary for a suitable candidate for a TCP versus an Attorney for Property, and much more. You won't want to miss it! Session sponsored by Manulife Wealth. Register for the conference today: http://spr.ly/6041Sz6tc #FinancialPlanning #FPW2024 #Ethics #WealthManagement #CanadianInvestors

Happy to share I passed FP Canada’s Technical Education Program Final Exam last week as part of my journey to obtain the Certified Financial Planner Designation (CFP). While I do not intend to act as a ‘Financial Planner’, there is great value in working towards this professional designation to be able to better lead teams I support assisting personal and corporate clients, and develop strategy that considers the needs of all clients comprehensively. It’s important for me to continuously be learning, or sharpening my brain outside of my daily work 🧠 📚 Next step is Advanced Technical Education Program, CFP Professional Education Program and then CFP Exam! Back to studying… #CFP #FinancialPlanning

Technology and emerging tools like AI are having an undeniable impact on financial planning capacity and efficiency. But what hasn’t changed is the need to grow and nurture trust between clients and professional financial planners. Trust is the glue of relationships. Trust is how financial planners help their clients overcome adversity, and get them talking about things they don’t want to talk about. Only available through the FP Canada Institute™, the Professional Education Programs (for QAFP professionals and CFP professionals) speed up financial planner client-readiness and deepen client relationships and trust, based on a thorough understanding of human behaviour. If you’re on the path to CFP certification or QAFP certification and have completed the prerequisite courses, you can look forward to the compulsory Professional Education Programs, helping you gain the skills you need to be relationship-strong as you enter the market. Visit http://spr.ly/6048SGj1o today. #FinancialPlanning #Education #CFP #QAFP #AI

Did you know that millions of Canadians provide care for a family member or friend with a long-term health condition or disability? While caregiving can be a rewarding experience, it often comes with challenges, which can include financial stress. If you're a caregiver, there are steps you can take to reduce the financial impacts associated with your role. Check out these tips for managing your money while tending to your caregiving responsibilities: http://spr.ly/6046q7ovm #FinancialPlanning #Caregiving #Caregivingtips #Health

On November 21, be sure to catch Michael Kitces, Chief Financial Planning Nerd at Kitces.com, at the 2024 Financial Planning Conference! His insightful session, From Financial Advisors to Financial Advicers, will help you understand "what it really means to be in the business of offering high value expertise for clients." Watch Michael's video for a preview of what you can expect at his upcoming session, and register for the conference when you're ready: http://spr.ly/6044qIvmy http://spr.ly/6045qIvmJ #CFP #QAFP #FinancialPlanning #FPW2024 #WealthManagement #CanadianInvestors

FP Canada President and CEO Tashia Batstone and FP Canada Board Chair Ronald Harvey,FCPA, FCGA, CFP®, C.Dir., FP Canada™Fellow, are in Brazil this week, attending the Financial Planning Standards Board Ltd. (FPSB) Global Meeting. They're joined by fellow Canadian Caroline Dabu, FEA, GCB.D, FPSB Board Member from Canada. At this event — which brings together individuals who represent the FPSB and its member organizations worldwide — financial planning leaders are taking time to connect, discuss issues and opportunities, and strengthen the profession globally. #FinancialPlanning #CFP #FPSB #globalmeetings

Be sure to catch the informative concurrent sessions lined up for the second day of the 2024 Financial Planning Conference! Find out about the trends shaping your clients' money-related feelings and financial behaviours in 📊 David Coletto 🌎's session, Decoding the Big Picture: Data-Driven Insights into What’s On the Minds of Canadians. Learn to support your clients while planning for the impacts of aging and serious illness with Dr. Jeffrey Steed. You won't want to miss his session, Advance Serious Illness Planning: A Novel Way to Prepare People for Illness and Incapacitation.   Participate in one of the sessions live, and catch the other on demand afterwards. Register for the conference now: https://lnkd.in/gs2-GKd. #CFP #QAFP #FinancialPlanning #WealthManagement #CanadianInvestors #FinancialHealth CHIP Reverse Mortgages HomeEquity Bank

Hear why human connection expert, psychologist, and bestselling author Dr. Jody Carrington is so excited for FP Canada's 2024 Financial Planning Conference! In her keynote, Reignite: Building Resilience in the Age of Burnout, Dr. Carrington will teach you to overcome burnout and reconnect to your passion for financial planning. http://spr.ly/6042qnQpK To join us virtually for the conference from November 19th to 21st, register now: http://spr.ly/6041qnQpJ #FinancialPlanning #FPW2024 #CFP #QAFP #CanadianInvestors #WealthManagement

Have you been daydreaming about your next vacation? While few things are as satisfying as a relaxing getaway, managing your expenses to comfortably pay for one can be a source of stress. Luckily, embracing creativity and some basic financial planning principles can help you budget for the stress-free vacation of your dreams. From avoiding peak travel times to taking advantage of loyalty programs that could make your next getaway more affordable, check out these top tips from Jackie Porter CFP, RWM, EPC: http://spr.ly/6047qTB75 #FinancialPlanning #CFP