We’ve created this new presentation to help Canadians understand the financial planning process, the benefits of engaging in financial planning, and the value of working with a CFP® professional.

1. HERE’S THE PLAN.
Presented By:
Insert Name

2. Insert Presenter Bio
Insert
Presenter
Name

3. CANADIANS AND
THEIR FINANCES

4. SURVEY ON FINANCIAL STRESS
The following slides contain results from a
national survey (excluding Quebecers) on
financial stress.
This survey was conducted by Leger on
behalf of Financial Planning Standards
Council (FPSC).

5. FINANCIAL STRESS
Financial stress is driving Canadians to:
lose sleep
reconsider past financial decisions
argue with partners
lie to family and friends
X
X
X
X

6. WOMEN REPORT MORE
FINANCIAL STRESS THAN MEN
Reach

7. EMBARRASSMENT, ARGUMENTS,
INADEQUACY
Reach

8. FINANCIAL REGRETS
Reach

9. SURVEY ON CONSUMER HABITS
The following slide contains results
from the national online
“Canadians and their Money”
survey conducted by Hill+Knowlton
Strategies on behalf of FPSC.

10. CANADIANS AND THEIR MONEY
Reach

11. THE VALUE OF
FINANCIAL PLANNING

12. HOW ARE YOU DOING FINANCIALLY?
 I’m in control of my finances.
 My loved ones will be looked after when
I’m gone.
 I’m prepared for a financial emergency.  I’ll be able to retire in the lifestyle I want.
 I have enough income to enjoy my life.
 I only pay taxes that are absolutely
necessary.
 I anticipate changing my career in the
next one to five years.
 I will be mortgage free by retirement.
 I anticipate downsizing my home in the
next one to five years.
 My life goals and aspirations are
achievable.
 I anticipate getting married or divorced in
the next year.
 Financially, I have peace of mind.
 I anticipate starting my family in the
next year.
 There’ll be enough money for my
children’s post secondary education.

13. “WHEN LIFE IS IN TRANSITION,
MONEY IS IN MOTION.” – Mitch Anthony
Career changes, relocations,
family expansions—or the
many other events that you
plan for, dream about, or don’t
expect at all—can be
financially unsettling.
A sound financial plan
will help you make
informed choices
when faced with life’s
inevitable changes.

14. WHEN YOU HAVE THE RIGHT FINANCIAL PLAN
FOR YOUR CIRCUMSTANCES…
You can balance what you need and want today with
the personal goals you have for the future.
You won’t wonder whether you can afford the vacation
or the house or the college tuition — you’ll know.
You can take control of your future and achieve your
personal objectives.
You’ll have a financial cushion when unexpected
expenses crop up.
You’ll live the life you want with the resources you
already have.
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15. THE VALUE OF FINANCIAL PLANNING
The following slides contain results from The Value of
Financial Planning, a three-year longitudinal study
conducted by FPSC and the Financial Planning
Foundation to measure the impact of financial planning
on Canadians’ emotional and
financial well-being, as well as
the impact of financial
planning services offered by
CFP® professionals compared
to non-certified advisors.

16. “I FEEL I AM BETTER OFF AFTER
I HAVE UNDERTAKEN FINANCIAL PLANNING”
Canadians with comprehensive plans reported
higher levels of:
85% financial wellbeing
emotional wellbeing
overall contentment
62%
than those without
45%

17. “I CAN DEAL WITH THE BUMPS IN LIFE”
60%
Unexpected financial
emergencies
Tough economic times
Loved ones looked after in
the event of my death
28%
Comprehensive
Plan
No PlanFeel prepared to
deal with:
65%
36%
73% 41%

18. WORKING WITH A CFP® PROFESSIONAL
MAKES A MEANINGFUL DIFFERENCE
Canadians Report
CFP
Professional
Non-Certified
Planner
Their financial affairs are
on track 78% 54%
They have greater peace
of mind 73% 63%
They are closer to achieving
some of their life goals as a
result of planning
70% 61%

19. A PROFESSIONAL FINANCIAL PLAN REQUIRES
A PROFESSIONAL FINANCIAL PLANNER
Today in Canada, outside of Quebec,
anyone can call themselves a financial
planner. There is no regulation that
restricts the use of this title.
So how do you know that the person
you’ve engaged to be your planner has
the appropriate knowledge, skills and
abilities to earn your trust?
Insist on finding
someone who holds
the CFP designation.

20. LIFE’S BETTER WITH A
CFP PROFESSIONAL

21. GLOBAL FINANCIAL PLANNING STUDY
The following slides contain the results of
global research that highlights the role CFP
professionals play in improving
consumers’ lives.
The study was commissioned by FPSC’s
international body, the Financial Planning
Standards Board. It involved over 19,000
adults in 19 different countries, including
over 1,000 in Canada.

22. LIFE’S BETTER WITH A CFP PROFESSIONAL

23. LIFE’S BETTER WITH A CFP PROFESSIONAL

24. DEMAND THE STANDARD:
THE CFP DESIGNATION
Follow internationally recognized standards
of knowledge, skills and abilities
Ethically obligated to put their clients’
interests first
Have completed a rigorous education
program, passed 2 national exams and have 3
years of qualifying work experience
Complete professional education every year
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Don’t settle for less.

25. GET STARTED

26. HERE’S THE PLAN
Financial Planning with
a CFP Professional
Achievement
of Your
Personal &
Financial
Objectives
Your
Current
Financial &
Personal
Situation
Whatever your needs, working with a CFP professional
is a crucial step in helping you ensure your current
and future financial well-being.

27. FINANCIAL PLANNING STANDARDS COUNCIL:
YOUR ASSURANCE OF INTEGRITY.
As a professional standards-setting and
certification body working in the public
interest, FPSC’s purpose is to drive value
and instill confidence in financial planning.
FPSC ensures those it certifies (CERTIFIED
FINANCIAL PLANNER® professionals and
FPSC Level 1® Certificants in Financial
Planning) meet appropriate standards of
competence and professionalism through
rigorous requirements of education,
examination, experience and ethics. Learn more at FPSC.ca

28. TAKE THE FIRST STEP
FPSC has created a
website dedicated to
helping consumers through
information, education and
product-free advice.
Access over 100 articles
and videos about financial
planning at
FinancialPlanningForCanadians.ca

29. DISCLAIMER
This presentation was initially prepared by Financial
Planning Standards Council (FPSC).
Comments and opinions based on the presentation
that are expressed by (insert name here) are those of
the CERTIFIED FINANCIAL PLANNER professional and do
not necessarily reflect the views of FPSC.
CFP®, CERTIFIED FINANCIAL PLANNER® and CFP (with flame logo) ® are certification trademarks owned outside the U.S. by Financial Planning Standards
Board Ltd. (FPSB). Financial Planning Standards Council is the marks licensing authority for the CFP marks in Canada, through agreement with FPSB. All
other ® are registered trademarks of FPSC, unless indicated. © 2017 Financial Planning Standards Council. All rights reserved.