FP Canada

Summer is the perfect time to relax, enjoy the weather, and revisit your financial plan! Scheduling a mid-year financial checkup can help you take stock of any recent life changes that may impact your finances – and take steps to further improve your financial well-being. From reviewing your budget and lending to reassessing your goals, Caval Olson-Lepage CFP®, offers her top tips for performing a mid-year financial checkup: http://spr.ly/6045cbhZt #FinancialPlanning #CFP

CFP professionals, you've earned the most widely recognized financial planning certification in Canada — and the world. Did you know it's easy to display your CERTIFIED FINANCIAL PLANNER certification across the online platforms you use? Leverage your CFP digital badge and certificate to share your credential in your email signature, on your social media accounts, and on relevant websites. Head to your FP Canada portal and click "View my CFP Digital Credential" to get started: http://spr.ly/6040c3Nzs #FinancialPlanning #CFP

Did you know there are around 3.5 million entrepreneurs in Canada? If you're thinking of joining their ranks, you're probably already aware of the many potential benefits associated with starting a business. But becoming your own boss also requires a lot of preparation, and managing your finances is a critical part of the planning process. From securing funding to be cautious about accumulating debt, check out these helpful financial planning tips for building your business: http://spr.ly/6040ivJjm #FinancialPlanning #QAFP #CFP

Are you preparing for the October 2024 CFP exam? If so, make the most of your study time by registering for a free webinar on July 24 at 1:00 PM ET. Hosted by the FP Canada Standards Council, the webinar will provide helpful tips for taking the exam and introduce you to resources that will help you focus your study efforts. Join us to obtain insights from FP Canada's examinations team, which will allow you to prepare efficiently and ensure you know what to expect on exam day. Register now to save your spot: http://spr.ly/6042iZhok #FinancialPlanning #CFP #CFPExam

Are you preparing for the October 2024 QAFP exam? If so, make the most of your study time by registering for a free webinar on July 24 at 11:00 AM ET. Hosted by the FP Canada Standards Council, the webinar will provide helpful tips for taking the exam and introduce you to resources that will help you focus your study efforts. Join us to obtain insights from FP Canada's examinations team, which will allow you to prepare efficiently and ensure you know what to expect on exam day. Register now to save your spot: http://spr.ly/6045iZCA1 #FinancialPlanning #QAFP #QAFPExam

Are you ready to make significant progress toward your financial goals? Whether you're saving for a home, planning for retirement, or somewhere in between, creating an actionable financial plan is the first step. CFP professionals and QAFP professionals have the necessary knowledge, skills, and qualifications to help you build a plan - and a path toward financial wellness. Find a professional financial planner who can meet your needs near you using our Find Your Planner tool: http://spr.ly/60459AW6R #FinancialPlanning #QAFP #CFP

While purchasing a home is an exciting future milestone for many young Canadians, it can also feel out of reach. The good news is, even in today's economic climate, there are steps you can take to help you achieve this life goal. It all starts with a solid financial plan! Johanne Plamondon, CFP,CIM, FCSI, offers her top financial planning tips for preparing to buy a home: http://spr.ly/60479YU83 #CFP #FinancialPlanning

For financial planners, relationship skills aren’t just nice to have — they’re critical to career success. That’s why professional relationship-building is a key part of the education that leads to CFP certification and QAFP certification. Only available through the FP Canada Institute, the CFP Professional Education Program and QAFP Professional Education Program offer human behavior skills development for financial planners. If you’re on the path to CFP certification or QAFP certification and have completed the prerequisite courses, consider enrolling. Learn more: http://spr.ly/604593Nwh #CFP #QAFP #FinancialPlanning

Being in good financial shape can help you get closer to your life's goals! One small step you can take is implementing some helpful financial tips from a credible source. Sign up for the FP Canada newsletter to receive tips from highly qualified CFP professionals and QAFP professionals. You'll also learn the financial planning basics, discover useful resources, and more. Sign up today: http://spr.ly/60419GLIB #FinancialPlanning #QAFP #CFP

It was great volunteering with  FP Canada again scoring the June #CFP exams. The virtual format was a new experience for me. But thanks to the staff at FP Canada who organize this to go smoothly, and the fellow volunteers who take time out of their lives to ensure that hundreds of candidates are evaluated fairly and receive their grades in a timely manner. A big thanks to Wellington-Altus for supporting me in things that I care about. #financialplanning