To help CFP professionals share ideas with their colleagues, FPSC facilitates a password protected online discussion forum at www.cfp-ca.org.
Learning Centre, FPSC's online resource for consumers seeking relevant and unbiased information on financial planning, includes articles written by CFP professionals. Each month we choose one article on a specified topic to be the "Feature Article of the Month."
For the May Feature article, the topic is 'Spend or Save? What to do with your tax refund.' The submission deadline is Friday, April 20th.
For June, we are looking for articles that discuss real estate as an investment. The submission deadline for the June Feature article is Friday, May 25th.
Submit articles to Blake Glendenning at bglendenning@cfp-ca.org.
Read the Feature Article Submission Guidelines.
Learning Centre resources include:
- Articles
- A digest of books
- Links to other useful financial planning-related websites
- Financial Planning Self Test
- Ask an Expert
- Event and Seminar Calendar
- Educating Youth
- Consumer Brochures
It's a great place to direct your clients.
Thank you CFP professionals who volunteer time to complete FPSC brand ambassador training and to participate in our branding campaigns.
Here are a few of the ways we're all spreading the word:
Promoting CFP Certification
FPSC Director, Professional & Student Affairs Carolyn Fallis CA, CFP, and FPSC Public Relations Specialist Heather Mills attended a career fair at Fanshawe College in London, ON on Tuesday, February 13th.
CFP professionals Anna Chan and Anthony Windeyer joined FPSC Public Relations Specialist Heather Mills on March 2 in Vancouver at a career fair co-sponsored by Simon Fraser University and University of British Columbia.
On March 7, CFP professional Gordon Ross represented FPSC in Calgary at Mount Royal College's career fair.
At a career fair held at the Scarborough campus of the University of Toronto on March 12, FPSC Public Relations Specialist Heather Mills spoke to a number of business administration students.
Corporate and Community Outreach
FPSC staff attended several events during January and February promoting our 'Speaking of Money' initiative that puts volunteering CFP professionals in front of audiences to open their eyes to the merits of financial planning — where to begin, how to start and whose advice to seek.
In late January/early February, we took our booth to the Ontario Library Association (OLA) conference and to the Human Resources Professionals Association of Ontario (HRPAO) conference, both held in Toronto. Later in February, we were one of few select groups represented at the Top Employers Summit also held in Toronto.
CFP Professionals in the News
CFP professionals continue to showcase the breadth and depth of the CFP community's expertise and knowledge. Whether it is in print, on radio or television, CFP professionals over the past two months have provided expert commentary on financial planning related topics covered in the mass media.
Here are the highlights of the media coverage:
Advisor.ca
Graeme McPhaden
Two articles — investing strategies for low income Canadians and investment loans.
Scott Plaskett
His participation in FPSC's "Speaking of Money" program.
Ted Rechtshaffen
Talking to clients about wills and estate planning.
Al Nagy, Graeme McPhaden, Laurie Stephenson, Charlie Tinling, Cynthia Kett
Special report on the Federal Budget.
CBC Radio
Mark Lamontagne and Frank Wiginton
Credit card fees. The features ran on most CBC radio stations across Canada.
CTV
Biljana Manojilovic
RRSP advice.
Tina Teranchian (Canada AM)
Youth and money.
Globe & Mail
Huge Smilestone and Bill Morrow
Special report on alternative investing (pros and cons of managed futures). Photos of each were included.
James Kraemer and Dave McGruer
Pros and cons of investing in annuities. A photo of Kraemer was included.
Mark Halpern
Special report for empty nesters on critical illness.
Kevin Gebert
RRSP withdrawals — words of caution.
Investment Executive
Andy Glavac
A special report on managing time.
Maclean's
Cynthia Kett
Money aspect as part of Love Poll for Valentine's Day issue.
Toronto Star (RRSP Special Report)
Doug Lamb
Will Canadians have enough in retirement?
Frank Wiginton
What to look for in an advisor.
Peter Andreana
Retirement planning tools online — pros and cons.
Kurt Rosentreter
Getting ready for retirement takes work.
Bradley Roulston
Spousal RRSP strategies.
Vancouver Province
Kevin Gebert
Investing in RRSPs in your 20s and 30s. Article was picked up by several other dailies in Canada.
Vancouver Sun
Anthony Windeyer
Insurance and long-term care issues. Article was picked up by several other papers in Canada.
FPSC in the News
Members of FPSC staff are also in the news, commenting on CFP certification, our growing body of CFP professionals and the financial planning profession.
FPSC's Ann Bowman was interviewed and photographed for a special report on RRSPs in the Toronto Star (In Whom We Trust — how to hire an advisor and what to look for).
FPSC's Heather Mills was interviewed by Advisor.ca about FPSC's "Speaking of Money" program.
Please continue to tell us of your participation in media interviews (outside of those we arrange) so we can acknowledge your efforts and celebrate your success.
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