Two resources are now available on our website to help CFP professionals ensure their personal practice of financial planning aligns with the new Financial Planning Practice Standards.
FPSC message-trained CFP Brand Ambassadors across Canada continue to put the CFP credential on the radar of thousands more Canadians by participating in FPSC-facilitated media interviews with representatives from all the mass mediums: newspapers, magazines, radio, television and the web. They speak on a variety of topics — all within the context of financial planning.
We'd like to acknowledge the CFP Brand Ambassadors we missed in our last listing in the March E-Blast News and also acknowledge the many others who have also stepped into the media spotlight in March, April and May.
JANUARY AND FEBRUARY
- Harry Houtman, Lori Dawson and David Fox-Revett were interviewed for an article in the Toronto Star on spousal RRSPs.
- David Burnie was interviewed in the National Post on group RRSPs.
- MaryAnn Kokan-Nyhoff and Joan Munroe were interviewed by Forum magazine about strategies for clients who win or inherit substantial money.
- Scott Plaskett, Doug Lamb, Mark Halpern and Rick Wood were each interviewed for a series of financial planning articles in Metroland's community papers in Durham, Ontario, on RESPs, debt, buying first home and retirement planning.
- James Kraemer and Paul Way were interviewed for an upcoming Profit magazine article on HNW clients.
- Martin DeArtola was interviewed by Bankrate.ca on mortgage issues.
- Jim Kraft was interviewed by Bankrate.ca on strategies for capital gains/losses.
- Ron Harvey and Kevin Cork were interviewed for an article on Bankrate.ca on investing in your 30s. Ron Harvey was also profiled in a Globe and Mail article on investment strategies.
- Al Nagy, Dave Burnie, Anthony Windeyer and Amin Mawani were interviewed for various articles on Advisor.ca on the Federal Budget.
- Bernie Geiss was interviewed by Canadian Press on credit.
- Charles Tinling was interviewed by Investment Executive about what to do when a client has more than one advisor.
MARCH, APRIL AND MAY…
- Cynthia Kett was interviewed for National Post's "You Ask - We Answer" column on pensions.
- Cory Garlock, David Fox-Revett, Sterling Rempel, Katheryn Medd, Marc Lamontagne and others were interviewed for an upcoming article in Advisor's Edge on retirement issues.
- Ross Young was interviewed for Bankrate.ca on tax refund strategies.
- Stephen MacEachern and Mark Halpern were interviewed in a Forum article on choosing insurance companies.
- Dave Cooper was interviewed for a National Post article exploring structured investment vehicles.
- Harry Houtman and Anthony Windeyer were interviewed for a National Post article about socially responsible investing.
- Ross Young, Scott Ellison and David Phipps were interviewed for an Advisor.ca article on flow-through investing.
- Scott Plaskett was interviewed for a Bankrate.ca article about mortgage pre-payment strategies.
- Peter Ficek contributed articles for METHOS magazine on business succession, living buy-out and PHSP strategies.
- Marc Lamontagne was interviewed by the Ottawa Citizen about various cost of living and planning issues.
- Sandra Mcleod appeared on ROB TV talking about tax strategies.
- Kurt Rosentreter, Graeme McPhaden and Peter Andreana were interviewed for a National Post article on living wills.
- Sterling Rempel, Laurie Stephenson and Cynthia Kett were interviewed for a National Post article commenting on inheritance issues.
- Hugh Smilestone and Duane Francis were interviewed by Canadian Press on cottage issues.
If it's not already there, it will be shortly. Share your FPSC Bulletin with friends, family and colleagues. It will help them understand your professional world a little better. Here are some of the topics you will soon be reading about in the spring issue:
- A special message from FPSC President Don Johnston.
- Money Talks. Are you Listening? radio campaign.
- How to announce your CFP credential. In the bulletin, we neglected to include the link to do this. Go to www.cfp-ca.org/congratulations.asp and enter the e-mail addresses of friends, family, clients, whomever…
- Why RRSP season advertising has changed.
If you don't get FPSC Bulletin in the mail in the next couple of weeks, please visit FPSC Online Services to ensure your mailing address is up to date.
The Feature Article for June is part one of a two-part article written by Julie Leefe, CFP entitled,"Cottage Issues." Part two will run as our July Feature. "There are many issues that need to be addressed on this topic, and it is important to provide a more comprehensive article," says Leefe.
For August, the Feature Article topic is Education Planning. We've had previous submissions on this topic that deal specifically with RESPs. Now we're looking for information on other aspects of education planning. The due date for the August Feature Article submission is July 15.
Here is 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).
- We accept previously written articles but all submissions must be written by you.
- Submit articles 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:
- Decides 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
- Chooses feature article each month.
- The feature articles are posted on FPSC's website in a prominent position.
- Articles not selected to be featured but chosen for publication are added to the appropriate Learning Centre section.
- We award a $500 cash prize to the author of each article selected for the Feature Article of the Month.
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 send your clients.
To help fill the high teacher demand for the printed version of the FPSC-developed Focus on Your Finances - A Financial Planning Tool Kit for Canadians Ages 15-25, we're looking for individuals, organizations and business to sponsor extra print runs. In exchange for covering the cost of a print run, we'll print on the back cover, "This printing of Focus on Your Finances sponsored by (your logo or name and contact information). Also, for your sponsorship, you will receive a quantity of the booklets for your own use. The sponsored print runs will be used to cover class-set requests by teachers in schools across the country. For example, if you were to sponsor 250 booklets ($1,000), we'll send you 50 copies and we'll distribute the remaining 200 to schools. We are working with a printing company to determine the required size of a print run to keep the cost per booklet at the current price of $4 per copy. For more information, please contact Hilton, Public Relations Coordinator by e-mail at rhilton@cfp-ca.org.
To date, 21.3 per cent of CFP professionals who submitted their 2005/2006 CFP Licence Renewal Form indicated that they have accumulated technical CE credits in excess of their requirements for the 2004 calendar year. These results reflect your commitment to maintaining the high standard of competency as a CFP professional.
If you reported excess technical CE credits for the 2004 calendar year, please remember to submit your CE Reporting Form and supporting documentation to FPSC by June 30th. The itemized reporting of your CE activities is required for purposes of tracking CE activities that exceed the minimum requirements. We can only record those CE activities that are accompanied by sufficient supporting documentation because of the large volume of submissions. We will disregard activities reported without sufficient supporting documentation.
We rely on the accuracy of the CFP professional's self-assessment of their CE activities and we will not be "auditing" your CE reporting at this time. Cross-reference your CE activities with our current CE policies to ensure that your activities meet our CE Requirements. Visit our website for the most up-to-date CE Requirements. If you have any further questions/concerns, please contact Sheila Catahan at scatahan@cfp-ca.org.
Following the record high of 88,331 visits in the month of March, the FPSC website logged 87,929 visits during April. Some of the more popular public pages include Find a Planner (1,885 visits), FAQ: CFP designation (1,135 visits) and CFP Professionals in Good Standing (1,075 visits). The most popular CFP professional pages were Our Marketing Support (1,164) and Jobsite (923).
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
