In the February Feature Article, Reverse Mortgages, Joyce Smith CFP, CGA discusses this much advertised way for seniors to use the equity in their home. "Reverse mortgages can be a useful tool for seniors who have built up equity in their home and are looking to supplement their cash flow in retirement, but they are not for everyone."
For the March Feature, we are looking for article submissions that discuss the pros and cons of a self-directed RRSP. The deadline for submission is Wednesday, February 21st. For April, we are looking for article submissions that offer advice to first-time home buyers. The deadline for submissions is Wednesday, March 21st.
The author of each article chosen to be the Feature Article of the Month receives $500.
Submit articles to Blake Glendenning at bglendenning@cfp-ca.org.
Read the Feature Article Submission Guidelines.
Learning Centre is FPSC's online resource for consumers seeking relevant and unbiased information on financial planning. It provides:
- 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
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 (FPSC and CFP professionals) are spreading the word:
Promoting CFP Certification
FPSC Director, Professional & Student Affairs Carolyn Fallis CA, CFP, attended 'Alternative Revenue Streams for CGA's in Public Practice,' an event presented by CGA Ontario, Toronto Chapter on Saturday, January 27th. Carolyn spoke to a group of approximately 80 CGAs about taking the next step and earning CFP certification through our Advanced Prior Credentials Policy.
Corporate and Community Outreach
CFP professionals across Canada participate in a variety of speaking engagements to inform Canadians of all ages about the value of financial planning.
On Thursday, January 11th, CFP professional Scott Plaskett spoke to a small group from the Association of Independent Professionals (AIP). At their request, Scott spoke about the pros and cons of incorporation and of general financial planning concerns of the self-employed.
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.
Highlights of CFP professionals' media coverage include:
Advisor.ca
Ron Harvey and Anthony Windeyer interviewed about a TD survey that stated older individuals are using financial planners less. (January 20)
Graham McPhaden interviewed for article on the pros and cons of investor loans. (January 22)
Suchetta Rajagopal interviewed for article on socially responsible investing. (January 23)
Canadian Business Magazine
Ted Rechtshaffen, James Kraemer and Sterling Rempel interviewed for upcoming report on mutual funds. (February)
Edmonton Journal
Al Nagy interviewed for Money 101 article for young adults who recently graduated. Article was picked up by several other papers. (Early December, various dates)
Globe & Mail
Al Nagy interviewed for a report on RRSPs (income trust investing).
(January 24)
Sterling Rempel and Graeme McPhaden interviewed for a report on RRSPs (guaranteed investment vehicles). (January 24)
David Phipps and David Salloum profiled in a report on RRSPs (financial advisors sharing their personal RRSP strategies). (January 24)
James Kraemer, Scott Plaskett and Dave Cooper interviewed for a report on RRSPs (consolidating accounts and advisor relationship). (January 24)
Rick Wood interviewed for article on withdrawing from RRSPs — what to be aware of. (February TBD)
Metroland (publishes 6+ community newspapers in southern Ontario)
Tina Tehranchian interviewed for article on real estate investing.
(February TBD)
Rick Wood interviewed for article on financial planning myths and misconceptions. (February TBD)
Sucheta Rajagopal interviewed for article on socially responsible investing/environmental investing trends. (February TBD)
MoneySense
Laurie Stephenson provided advisor input on a case study. (February/March)
National Post Business Magazine
Tina Tehranchian interviewed for upcoming report on family financial planning issues. (February TBD)
Toronto Star
Peter Andreana interviewed for an upcoming special report on RRSPs (pros and cons of do-it-yourself investing). (February TBD)
Frank Wiginton interviewed for an upcoming RRSP special report on how to hire an advisor. (February TBD)
Vancouver Province
Michael Thorne interviewed for article on retirement concerns (medical coverage in B.C.). The article ran in several other newspapers. (January)
Vancouver Sun
Erika Penner and Michael Thorne interviewed for story on estate planning and parental 'gifting' now or later. (January 16)
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.
In the November 25 issue of the Toronto Star, columnist Ellen Roseman interviewed FPSC Director, Professional & Student Affairs Carolyn Fallis CFP, CA, for an article of educational paths to financial planning careers.
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.
FPSC's 30-second radio ads run throughout February in markets from coast-to-coast.
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