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Financial Planners Standards Council is the licensing authority for the CFP marks in Canada.

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"Spring Into Financial Planning"
By: Lora Grant CFP FCSI
Visit the following links for more educational material:
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Personal Financial Planning is the process of creating strategies, considering all relevant aspects of your financial situation, to manage financial affairs to meet life goals. The Internet contains a wealth of knowledge on financial planning. But where do you start in your search for reliable information? Click on your topic to find articles, a digest of books and links to the exact information you are looking for.
Estate Planning refers to the strategies and techniques for preservation and...More
Asset Management is the use of strategies and techniques to optimize financial returns...More
Tax planning is the use of strategies and techniques to maximize...More
Retirement planning is the process of establishing strategies and techniques for...More
Risk management is the use of insurance strategies...More
This section contains resources that look at integrated financial planning...More
Personal finance management refers to the strategies and techniques used to...More
Information for special groups is included here. Areas covered include...More


CFP®, CERTIFIED FINANCIAL PLANNER® and are certification marks
owned outside the U.S. by Financial Planning Standards Board Ltd. (FPSB). Financial
Planners Standards Council is the marks licensing authority for the CFP marks in Canada,
through agreement with FPSB.

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