CFP Ambassadors continue to put their best foot forward in media interviews on a variety of topics. "Love is in the Air" — with the focus on financial planning for newlyweds — an advisory we issued in June, generated a great deal of media interest.
Congratulations and thank you to all who helped spread the word and educated Canadians on the many facets of financial planning during June and July.
If we've missed your name this time, send us an e-mail to let us know of your participation in media interviews (outside of those we arrange) so we can acknowledge you and celebrate the success with you and your peers.
Financial Planning for Newlyweds
| David Salloum |
Edmonton Journal
David proactively pitched the reporter with the help of the FPSC advisory. |
| Bradley Roulston and Sandra McLeod |
Advisor.ca and Advisor's Edge |
James Kraemer and
Ron Harvey |
Canadian Press
The article was picked up in various newspapers including the Hamilton Spectator, the Stratford Beacon and others. |
| Cynthia Kett |
570 Talk Radio in Kitchener for a live on-air radio segment. |
| Valerie Chatain-White |
CJOB Winnipeg hour-long radio show. |
| Scott Plaskett |
610 CKTB St. Catharines live radio segment. |
Each year, Advisor.ca and Advisor's Edge magazine recognize outstanding advisors from across the country with the Advisor of the Year Awards. And each year the majority of the winners and honourable mentions are CFP professionals. Let's make it a clean sweep this year.
Planners and advisors from across the country are invited to submit a case study that exemplifies their skills in one of five categories — Best Insurance Solution, Best Investment Solution, Best Tax Solution, Best Standard Financial Plan and Best Advanced Financial Plan.
The deadline for entries is September 30, 2005. Visit advisor.ca and click on the Advisor of the Year Awards logo for more information.
The Feature Article for August is, "Securing a Child's Financial Future with Juvenile Life Insurance" by Chad Viminitz, CFP. "Juvenile life insurance complements RESPs nicely, bridging the gap where the RESP has the potential to fail."
Many young adults will be leaving home for the first time to attend school or go to work and they will have to learn money skills. Therefore, for September, the Feature Article topic is "Financial Tips for a Young Person Starting Out." For October, the topic is "Good Debt, Bad Debt and How to Tell the Difference." The due date for the September Feature Article submission is August 15 and for the October Feature, September 15.
How the Feature Article program works:
- FPSC requests articles on specific topics based on the recommendations of our editorial advisory committee.
- We call for two articles from 500 to 750 words in length in each E-Blast News (every two months).
- Submitted articles may be previously written but all submissions must be written by you.
- Articles should be submitted to Blake Glendenning at bglendenning@cfp-ca.org by the 15th of the month for consideration as the feature article for the following month.
- The advisory committee vets submissions by:
- Determining if the articles are helpful to our website browsers:
- Meets their information needs
- Are timely
- Are relevant
- Demonstrates the breadth and depth of the knowledge and skills of CFP professionals
- Deciding which article will be featured each month.
- All feature articles are posted on FPSC's website in a prominent position.
- Articles not selected as features but chosen for publication will be added to the appropriate Learning Centre section.
- FPSC awards a $500 cash prize to the author of each article selected for the Feature Article of the Month.
Help FPSC to spread the word about your great career - financial planning. Human Resources Canada, Scotiabank Economists and Canadian Business Magazine have ranked financial planning as one of the top ten career choices until at least 2014! October 30 - November 5 is Canada Career Week, so why not volunteer to speak at your local school about your CFP credential and the benefits of being a financial planner? FPSC will support your initiative by providing a PowerPoint presentation, brochures, posters and poetry magnets for your school visit. To request materials, contact communications@cfp-ca.org. Please remember to include the school's name, mailing address, number of students and the date of your visit.
FPSC's new advertisements will appear in the following magazines in August and September.
August
- Gardening Life (August/September)
- Golf Canada
September
- Canadian Home Workshop
- Canadian House and Home
- Enroute
- Golf Canada (September/October)
- Moneysense (September/October)
- Ski Canada Buyer's Guide
- Today's Parent
Also, the September 8th edition of The Globe & Mail will include the list of the successful CFP Candidates from the June CFP Examination.
And in October and November, FPSC will sponsor television Closed Captioning for a number of programs. Watch for more information on this in the upcoming FPSC Bulletin and the September edition of E-Blast News.
Tell us what you think of our website. With the click of the mouse, you can now give us your opinion of the website. In the top right corner of every page, just under Contact Us, we have added a Feedback button. And a number of pages now have feedback options at the bottom so you can tell us what you think of individual pages.
Visit http://www.cfp-ca.org/licensees/licensees_congratulations.asp to tell friends, families, colleagues and employers of your CFP accreditation. We developed a viral e-mail announcement campaign consisting of an automated e-mail service where recipients of a special e-mail delivered by FPSC on behalf of CFP professionals are directed to a special congratulatory page on the FPSC website. They are also provided with links to information on the rigorous standards adhered to by all CFP professionals.
Take advantage of this service. Help spread the word about CFP.
Have a comment or a question? The CFP Professional Discussion Forum, open to CFP professionals only, is password-protected and a great place to share ideas with colleagues.
We list third party events on the FPSC website that may satisfy some of your Continuing Education requirements. The following links take you to the August and September calendars. The Event and Seminar Calendar is updated regularly so check back often. And if you know of events not listed that may be of interest to your colleagues, e-mail us at communications@cfp-ca.org.
August 2005
September 2005
Reminder: The Financial Planning Association (FPA) in the U.S. is offering an incentive program for Canadian CFP professionals to attend its annual convention in September - FPA San Diego 2005. Register through the link below and the benefits of a special FPA promotion will accrue to Canadian CFP professionals who attend. Monetary incentives will be set aside and raffled off to two Canadian CFP attendees to be split between them for use at future FPA meeting registrations. As a Canadian CFP professional, you are entitled to attend the convention at the FPA member rate. Register on FPA's website.
