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Because you are a CFP® professional, you may be granted advanced standing toward an MBA in Financial Services. The Dalhousie MBA (Financial Services) CFP Stream can be done part-time over three years and primarily through distance education. The program was developed to be a good fit for busy CFP professionals who will be juggling work and school to earn an MBA. For more information call Carolyn Fallis, Director of Professional and Student Affairs at FPSC: 416-593-8587 x 246.
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We need your help in identifying the top ten reasons Canadians may postpone engaging the services of professional financial planners. Your participation in this five-minute survey will help FPSC inform Canadians of the value of engaging the services of CFP professionals sooner. Complete this survey now or before October 19.
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Know anyone on the path to CFP certification? This fall FPSC launches a Student Associate Program to help students on the way. Says FPSC Director, Professional and Student Affairs Carolyn Fallis, "The program provides insights into what a career in financial planning may look like, as well as a clear understanding of what's involved in making it happen." For a $29.00 fee, people interested in pursuing CFP certification are given access to profiles of CFP professionals, marketplace information, answers from pros in the field to your career questions, sample CFP Examination questions and more.
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Start a conversation about financial planning with your prospective clients using FPSC's professional brochures. These are available for your review on FPSC's website. Titles include: What makes the CFP credential trustworthy?, What assurance do I have that financial planning is working for me? and Do I need help with my financial planning? All can be ordered separately or in a pocket folder entitled Can We Talk, that has a spot to insert your business card.
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October 2007 marks the tenth annual Investor Education (IE) Month. This October FPSC and CFP professionals are making a special effort to inform the public of how investing fits into the bigger picture of one's financial plan. Whether it is a speaking engagement arranged by FPSC through our Speaking of Money program or something you've arranged on your own, you can post the event on the FPSC website event calendar. Let us know about what it is you're up to so thousands of our website visitors can see too. E-mail us at communications@fpsccanada.org for more info.
It's one of our most popular website features. Find a CFP Professional helps Canadians begin their search for the right professional by providing them with practice profiles of CFP professionals working in their communities. Posting your profile on this database is voluntary. Here's how you do it. First go to FPSC Online Services. Put in your registrant ID (licence number and your password — date of birth — mmddyy). Then go to the next page and follow the instructions to join the list of more than 8,500 planners who are already on the database. While you are on the sign-up page, also take a look at the many volunteer opportunities. Please also note that you won't see your profile listed immediately. Uploads are done once a week on Mondays, and changes are reflected usually by Tuesday.
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Ensure that all your information is correct.
Note: If you do not enter your postal code correctly (no spaces between letters) your profile won't show up on the search function.
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November 13th-16th is Credit Education Week in Canada and this year FPSC is part of this national financial literacy initiative spearheaded by Credit Canada. The purpose? To encourage wise use of credit and sound money management. The FPSC booth and a few volunteering CFP professionals will be at the consumer trade show at the Four Seasons in Toronto. You'll find a link to the Credit Education Week website on www.crediteducationweekcanada.com, which features such resources as an interactive budgeting tool and a wealth of information on the wise use and management of credit. CFP professionals are invited to participate locally by connecting with national initiatives including the National High School Essay Contest. One resource essayists may find useful is FPSC's Focus on Your Finances — A Financial Planning Tool Kit for Canadians Aged 15-25.
These events take place in 2008 in Toronto (Jan.24-26), Calgary (Feb. 1-2), Vancouver (Feb. 8-9) and Montreal (Feb. 15-16). Join FPSC and other exhibitors, advisors and members of the public who will be at these events to exchange ideas and benefit from a program of financial education, expert advice and timely information. Get free tickets — for yourself, your clients and friends. Your code to access the free tickets: FPSC.
We're looking for our next online consumer Learning Centre feature article for November. The topic: how Canadians can spread some of their wealth and good fortune to those who have less. So sharpen those pencils and start writing under the theme Planned Giving — making it work (initially scheduled for October). The winner, as usual, will receive $500. Please read the guidelines on the FPSC website.
You may submit articles previously written, but all articles must be your own work. Submit articles to communications@fpsccanada.org. Despite having deadlines for specific articles, we do accept articles on any financial planning topic at any time, and if they fit our criteria we'll post them to the Learning Centre.
Rick Doust joined us as Communications Manager in September. Rick has a strong background in corporate communications in both the public and private sectors. He is an award-winning writer. He looks forward to working with the communications team, meeting many CFP professionals and helping FPSC's achieve its objectives. Reach him at rdoust@fpsccanda.org.
November 7 is Take Our Kid to Work Day in Canada. As the website of event sponsor The Learning Partnership says "It's the One Place You're Guaranteed to Know More than They Do! "Why are we telling you this? Because it's a great opportunity to show your children the scope and value of what you do. Resources for parents, workplaces and teachers are on the site at www.takeourkidstowork.ca. Helpful ideas for the day can also be found at our educating youth section of our website.
At A Glance — Ambassadors In The News: CFP professionals — you — are brand ambassadors for the profession and the community you belong to. You continue to put your best foot forward in media interviews on a variety of topics, showcasing the breadth and depth of your expertise and knowledge to the benefit of your profession. Some of these opportunities were garnered directly by you and others were FPSC-generated. Some of the articles for which you've interviewed are yet to appear in print — but we're recognizing your efforts here.
Please continue to send us e-mails telling us of your participation in media interviews (outside of those we arrange) so we can acknowledge and celebrate your efforts as brand ambassadors.
FPSC and CFP Professionals in the News
OCTOBER
FPSC President and CEO Cary List was quoted in the Edmonton Journal in an article on the confusion around financial planners and their designations. The article also looked at investor concern about advice paid for through fees or commissions.
SEPTEMBER
Bilanja Manijlovic, CFP, discusses the value of students learning budgeting skills while away at school. "Students are laying the groundwork for successful careers. If they can lay the groundwork for successful financial futures that would be even more important."
Vancouver Sun/and other papers in the Canwest network
Cary List, FPSC President and Chief Executive Officer, is profiled
in "Industry Profile".
The Bottom Line
Jeanette Brox, CFP, was interviewed on how to educate and involve young people in saving for their post-secondary education and teach good financial planning lessons early in life.
CBC Radio Syndication (8+ stations)
Doug Lamb, CFP, was interviewed on financial planning issues for divorce. CFP professionals were interviewed for several other articles in the magazine:
- Starting a Business — what to consider from financial planning perspective
- Suddenly Unemployed — how to navigate the financial issues
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