Congratulations and thank you to all who help inform Canadians about financial planning through mass media.
Please continue 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.
Hot off the presses and just in time for Christmas Focus on Your Finances, Second Edition, a financial planning tool kit for Canadians aged 15-25, is a great, affordable present for your clients with children in secondary or post-secondary schools. You can purchase the booklets individually or in packages of 35. Mail your order forms to FPSC or fax them to 416-593-6903.
LIMITED TIME OFFER!
A limited number of Focus on Your Finances have been reserved for "personalization." Include a holiday greeting, your company slogan and contact info — the choice is yours! The cost is $330 plus applicable taxes for 105 copies with your personal message printed in black and white on the inside front cover of this popular booklet. There are only 2,000 copies reserved for this promotion. We'll fill orders on a first-come, first-served basis. Please contact Hilton, PR Coordinator at rhilton@cfp-ca.org to place your order.
PLEASE NOTE:
Shipping costs are included in the price of orders. We use the regular delivery services of either Canada Post or ICS and FPSC packages the booklets manually, so we suggest you send your orders so that we receive them no later than December 9. Although we will do our very best, we cannot guarantee delivery before Christmas.
The Feature Article for November is, "Year End Tax Tips for Year Long Savings" by Daniel Varanelli, CFP, CGA. "There are a number of practices that will help everyone, whether your tax situation is simple or complex."
Since we are heading into the holiday season, January's feature will be selected from articles submitted by CFP professionals over the past year. February's feature article will address RRSPs. Despite so much previously written on them, RRSPs remain a topic of great interest to most Canadians this time of year. To better the chances of your article being picked, come up with a fresh and timely approach. The due date for February Feature Article submissions is January 16. Submit articles to Blake Glendenning at bglendenning@cfp-ca.org.
Read the Feature Article submission guidelines to better your chances of being selected.
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.
In trying to keep abreast of what is going on in financial planning worldwide, we came across an article in the 4E Journal, a publication of the Financial Planning Association of Malaysia. Read the article entitled, "When it is Critical to Walk the Talk" as it brings up some good points about being a CFP professional.
What does being a professional mean to you? Share your insight on our online Discussion Forums. We have set up a thread called 'Sharing Ideas on being a Professional' — it's up to you to start talking with each other about this timely topic.
Several of FPSC's education program providers offer co-op programs for their financial planning students.These schools are always looking for employer partners to help their students obtain the required work experience. If you or your employer is interested in taking part, please contact the education providers listed below for more information.
George Brown College, Toronto, ON
Jumana Dar
coopinfo@gbrownc.on.ca
Wilfrid Laurier University, Waterloo, ON
Laurie M. Lahn
llahn@wlu.ca
Trinity Western University, Langley, BC
Rod Ross
rod.ross@twu.ca
Seneca College, Toronto, ON
Lynda Trude
lynda.trude@senecac.on.ca
Add your opinion to our online polls. The November-December CFP professional poll asks, "Energy costs are rising. Interest rates are going up. How do you think this will affect your clients' ability to manage their debt and cash flow? Visit the CFP professional homepage to tell us what you think.
The poll on the Public homepage asks, "Energy costs are rising. Interest rates are going up. How much of an impact do you think these increasing costs will have on your financial situation?" Most respondents so far have indicated that they think it will have some effect. Encourage your clients to offer up their opinion by participating in this poll.
Jobsite, FPSC's free online listing of financial planning-related jobs continues to reach new heights. Currently, there are 125 positions listed from coast to coast to coast. And recently someone from BMO (posting a job on our site for the first time) told us she was referred by a colleague at Nesbitt Burns who told her that our site had the best response rate by qualified job seekers. He mentioned the response rate is better than Monster.ca or Workopolis.com. That's music to our ears!
