CFP ambassadors continue to put their best foot forward in media interviews in print and on radio and television. Speaking on a variety of topics, they showcase the breadth and depth of the CFP community's expertise and knowledge.
Congratulations and thanks to all who help inform Canadians about the many facets and benefits of financial planning through mass media.
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.
Vancouver Sun
Biliana Manojlovic
Interviewed about investing in second properties. The article was also featured in at least four other newspapers.
Rita Mathers
Interviewed in an extensive feature about the CFP credential and financial planning. FPSC's Don Johnston and Ann Bowman were also interviewed for the article, which was picked up by at least one other newspaper.
Anthony Windeyer
Interviewed for an article on financial planning tips for elderly.
Empty Nest
Laurie Stephenson, Paul Way and David Phipps
Interviewed for an upcoming article about financial strategies for empty nesters in a new magazine.
Toronto Life
Scott Plaskett
Contributed to a pictorial maze depicting the pros and cons of the "to rent or buy" dilemma.
TD Performance
Marc Lamontagne
Profiled
Canadian Press wire service
Andy Glavac and James Kraemer
Interviewed on tax refunds. The article was featured in at least 15 papers across Canada.
Sheila Copps Weekend Radio Show
Paul Way
Interviewed about financial planning tips for a spring tune-up. The show is syndicated and runs on eight radio stations across Canada.
Today's Family
Al Nagy
Interviewed for an upcoming feature about financial planning tips for the spender, the saver and the in-between.
The Globe and Mail special report on retirement
Sandra McLeod
Profiled
Toronto Star
Cynthia Kett, Marc Lamontagne and Graeme McPhaden
Interviewed for an article on financial planning for lotteries and windfall money.
Alan Atkins
Interviewed for an article that featured his clients who sold their business and changed their lifestyle, and how financial planning helped them.
Advisor.ca
Amin Mawani, Cynthia Kett and Beatrice Grant
Each quoted in an article on budget implications for consumers.
A Channel - Ottawa
David McGruer
Provided financial planning advice for the Ottawa Hospital Lottery winner.
During a cocktail reception at the kickoff of their 4th Annual Conference on Sunday May 28th, CIFPs (Canadian Institute of Financial Planners) honoured outgoing FPSC President Don Johnston. The next morning, incoming FPSC Chair Peter Volpé shared the stage with CIFPs Chair John Charette to provide the opening remarks.
"Clearly, FPSC's first job is to develop and promote the standards behind the CFP brand in Canada," said Volpé. "The most pressing order of business is to ensure that you - the living, breathing ambassadors of the CFP brand in Canada - live up to the made-in-Canada CFP standards during each and every client engagement. And to ensure that the standards keep apace of what you do and how you do it."
Read the entire speech in FPSC Comments.
More than 1,450 planners completed the recent FPSC/Credo survey, which is more than triple the number from the 2004 survey. We thank all those who participated.
FPSC/Credo conducted the survey of CFP professionals to gain an in-depth understanding of the ways and extent to which they are engaged in financial planning and the delivery of advisory services. All participants will receive a complimentary copy of the survey results and their names were entered into a draw for a chance to win a great prize - $1,000, waived CFP licence fee, a case of premium B.C. wine or an IPOD Nano. Winners of the draw have been notified.
In the June Feature Article, "Return on Premiums: A Consumer Dilemma,"Jack Di Nardo CFP, discusses the good and bad of critical illness insurance Return on Premium riders. "The basic idea is that you pay an extra amount of money to enable you to get back the premiums paid over, typically, a 15- or 20-year period."
For both July and August, we are looking for feature articles related to financial planning for life events - marriage, having a baby, empty nesters, etc.
To be considered for the July Feature, please forward us your articles by Friday, June 16; for the August Feature, Monday, July 17. Submit articles to Blake Glendenning at bglendenning@cfp-ca.org.
Read the Feature Article submission guidelines.
Learning Centre is an online resource for consumers. Organized by topic, it contains articles, a digest of books and links. It's a great place to direct your clients.
CFP licensing is for one year, from April 1st to March 31st, and you must renew annually. If you have not yet submitted your Application for CFP Licence Renewal, you must do so by June 30th or be subject to the re-instatement fee. Please visit our website at www.cfp-ca.org/licensees/licensees_licensingpolicies.asp to read FPSC's reinstatement policies.
Renew online at https://www.fpsconlineservices-ca.org/login.asp. You will need your Registrant ID (formerly your licence number) and Password (date of birth in mmddyy format unless you have reset your password). Please note that FPSC will not divulge any personal information to any third parties. Personal information includes your Registrant ID and your password.
If you would like to update your personal profile, you may do so using FPSC's Online Services at https://www.fpsconlineservices-ca.org/login.asp. It is the responsibility of all CFP professionals to ensure their personal information is accurate and up-to-date.
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