FP Canada

Thrilled to announce that I have officially earned my QAFP designation! This is a great milestone on my journey to further my learning in the financial planning field. I'm excited for the opportunities ahead to make a positive impact on clients' financial futures. #financialplanning #education #professionalgrowth FP Canada National Bank Financial The Zentner Wealth Advisory Group

Passed my QAFP Exam offered by FP Canada Three days before my exam, I was still in Vietnam, enjoying my vacation. Then came the 15-hour jet lag—and the 5 a.m. exam time in Vancouver. Not exactly ideal conditions, but I gave it my best shot… and I got it! A huge thank you to my instructor, Chris Gresat, B.Comm., CFP, CFA —I can still hear those power lessons in my head during the exam! And to my boss, Rodrigo Mendez, CFP, CIM, CLU , for showing me how financial planning theory comes to life in the real world. The more I learn, the more I see how valuable this knowledge is. Excited to see where this journey leads!

Financial stress is a common experience, and it can feel overwhelming to try and tackle it. 😣 📊 FP Canada’s eighth Financial Stress Index goes beyond this experience to unpack the roadblocks that stop financial progress. It found that over half of Ontarians say that fear of making the wrong financial decision is a barrier to taking control of their finances. As a Certified Financial Planner® professional in Ontario, my mission is to help clients in my community overcome their personal roadblocks and build financial confidence over time. Discover how financial planning can support long-term financial well-being: 🔎 https://lnkd.in/gfu7ViEp #FinancialPlanning #FSI2025 #PersonalFinance #FinancialGoals #MoneyManagement #Ontario #CFP

Attention, financial planners: Canadians continue to say money is their leading source of stress, according to FP Canada’s 2025 Financial Stress Index. However, the proportion of Canadians working with a financial professional, such as a CERTIFIED FINANCIAL PLANNER professional or QUALIFIED ASSOCIATE FINANCIAL PLANNER professional, who feel hopeful about their financial futures is increasing year over year. These findings paint a clear picture: professional financial planners have a positive impact on their clients’ well-being. As Canadians contend with ongoing uncertainty in the financial landscape, the role of professional financial planners has never been more crucial. Explore more key findings and professional resources here: https://lnkd.in/gG6sdPAv #FinancialPlanning #CFP #QAFP #FSI2025 #PersonalFinance #FinancialGoals #MoneyManagement

Looking to optimize your study efforts for the QAFP exam? If you’re planning to write the June 2025 QAFP exam, you can register now for a free webinar from the FP Canada Standards Council. At the webinar, which will take place Wednesday, March 26 at 11:00 AM ET, you’ll enjoy helpful tips and resources to help you write the exam successfully. Save your spot now: http://spr.ly/60480mmj2 #QAFP #QAFPExam #FinancialPlanning

Looking to make the most of your study efforts for the CFP exam? If you’ll be writing the June 2025 CFP exam, registering for a helpful webinar from the FP Canada Standards Council may help improve your chances of success. Register for the webinar, which takes place on Wednesday, March 26 at 1:00 PM ET, today. Save your spot now: http://spr.ly/60420mm8p #CFP #CFPExam #FinancialPlanning

FP Canada’s eighth Financial Stress Index is live! The 2025 Financial Stress Index moves past a snapshot in time to uncover ongoing trends in Canadians’ personal finances, unpacking key challenges that prevent them from taking positive financial actions. This year, the study shows that 42% of Canadians say money is their leading source of stress, a steady increase from 38% in 2021. The findings also highlight steps Canadians are taking to improve their financial well-being, including seeking expert advice and building financial plans. One key takeaway? Canadians who work with a financial professional, such as a CERTIFIED FINANCIAL PLANNER professional or QUALIFIED ASSOCIATE FINANCIAL PLANNER professional, feel more hopeful about their financial futures—rising from 50% in 2023 to 60% in 2025. Get the whole story here: http://spr.ly/604209jjr #FinancialPlanning #FSI2025 #PersonalFinance #FinancialGoals #MoneyManagement #CFP #QAFP

Global Money Week is a time to consider what we can all do to educate young people about personal finance topics that will impact them in the years ahead. The theme for 2025, “Think Before You Follow, Wise Money Tomorrow,” speaks to the importance of financial literacy, and teaching kids to identify trustworthy sources of financial information. It’s a tall order, given that finding reliable financial planning advice can be a challenge for adults. For parents, educators, and anyone who’s invested in the financial well-being of the next generation, having a firm grasp on the financial planning basics—and knowing where to turn for help—is an important first step. To get started, explore these articles on a wide variety of personal finance topics—and the value of working with a planner: https://lnkd.in/d2hyqwZ #GMW2025 #QAFP #CFP #FinancialPlanning #GlobalMoneyWeek2025 #ProtectYourMoney #SecureYourFuture #LearnSaveEarn

"Start studying sooner than you think you should," says Evan Verbeem, a top scorer on the CFP exam and member of the President's List. "Doing it in a shorter timeframe could lead to cramming and burnout." In his recent article, Evan offered tips for writing the exam and getting your first job as a financial planner. Find tips and insights from Evan now: http://spr.ly/60480nzZ4 #FinancialPlanning #CFP

Are you ready to focus more on your finances? Whether tax season has you thinking about your money, or you’ve been curious about financial planning for a while, exploring tips from CFP professionals and QAFP professionals is a step in the right direction. Sign up for the FP Canada newsletter to enjoy helpful insights from professional financial planners—delivered straight to your inbox: http://spr.ly/60470resX #FinancialPlanning #CFP #QAFP