CFP Ambassadors continue to put their best foot forward in media interviews during August and September on a variety of topics showcasing the breadth and depth of their expertise and knowledge. Some of the articles they've interviewed for are pending - but still worth mentioning.
Congratulations and thank you to all who helped spread the word and educated Canadians on the many facets of financial planning.
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.
Advisor's Edge
Louise Diotte CFP and David McGruer CFP
Estate planning and family squabbles
Bankrate.ca
Jonathan Luesby CFP and Anthony Windeyer CFP
Critical illness insurance
CA Magazine
Ingrid Rinaldi CFP
Her involvement in FPSC's Educating Youth program
CBC TV
Erika Penner CFP
Renting vs. buying (Erika arranged this on her own. Congrats!)
CHFI radio
Mark Halpern CFP
Critical illness and estate planning (Mark also arranged this opportunity on his own. Well done Mark!)
Globe & Mail (Financial Facelift feature)
Jennifer Hooper CFP, Bernie Geiss CFP and Cynthia Kett CFP
Consideration as potential contributors for subsequent case studies
Globe & Mail (upcoming report on RRSPs)
Robert Bird CFP and Marc Lamontagne CFP
Set for an interview on retirement planning issues
National Post
David Smith CFP (interviewed by Lynn Biscott CFP)
Grandparents investing in RESPs
National Post (upcoming RRSP report)
Ron Harvey CFP
Retirement planning issues - spousal RRSPs, catch-up planning
National Post (You Ask, We Answer weekend feature)
Andy Glavac CFP
Home equity line of credit
Peter Andreana
Alter ego trusts and estate planning issues
Glenn Lester
Property insurance issues
Toronto Star
Kurt Rosentreter CFP
Interviewed and profiled for his work as a CFP professional and financial advisor to families
The Feature Article for October is, "Good Debt, Bad Debt, and How to Tell the Difference" by Janet Herrick, CFP. "Good debt pays off by increasing wealth while bad debt carries the cost of reducing wealth." This article will be live on the website on October 1.
For November, the Feature Article topic is "Alternative Investment Products." While most consumers are familiar with stocks and mutual funds and even labour sponsored funds, there are new products like income trusts and exchange traded funds that many don't understand. We are looking for an article that compares and contrasts all the different products and helps the consumer better understand them. For December, the topic is "Year-end Tax Tips." The due date for the November Feature Article submission is October 15 and for the December Feature, November 15.
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.
Help FPSC to spread the word about your great career - financial planning. 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.
