Taking the Next Step

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barrydowling
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Taking the Next Step
What is financial planning? Financial planning is a process that provides a client with impartial assistance in analyzing and organizing personal financial affairs in order to achieve financial and lifestyle goals.
What is Financial Planners Standards Council? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Who created Financial Planners Standards Council? Created as a result of the initiative of organizations whose members deal with the personal finances of individuals.
Why was Financial Planners Standards Council created? ,[object Object],[object Object],[object Object],[object Object],[object Object],FPSC was formed as a result of the industry’s desire to be proactive in these areas.
CFP Certification Process ,[object Object],[object Object],[object Object],[object Object],[object Object]
Post-Certification Requirements ,[object Object],[object Object]
A brief history of Financial Planning in Canada ,[object Object],[object Object]
A brief history of Financial Planning in Canada ,[object Object],[object Object],[object Object]
A brief history of Financial Planning in Canada ,[object Object],[object Object],[object Object]
A brief history of Financial Planning in Canada ,[object Object],[object Object],[object Object],[object Object]
The Financial Planning Process Financial planning consists of six distinct steps. Understanding what they entail and finding out if your planner understands how to use them to develop the best plan for you will help you determine if you are receiving the guidance you should expect. -Six Distinct Steps-
The Financial Planning Process 1 ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
The Financial Planning Process ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],2
The Financial Planning Process ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],3
The Financial Planning Process ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],4
The Financial Planning Process ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],5
The Financial Planning Process ,[object Object],[object Object],[object Object],[object Object],[object Object],6
Why do I need a financial planner? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Whatever your needs, working with a financial planner can be a helpful step in securing your financial future.
Why do I need a financial planner? Even if you think you have a good plan, it is always a good idea to have a professional financial planner review it. ,[object Object],[object Object]
Questions to ask when choosing a financial planner ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Common mistakes consumers make when seeking financial planning advice ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Canadians’ thoughts on financial planning ,[object Object],[object Object],[object Object],[object Object]
How important is financial planning to Canadians? ,[object Object],[object Object],[object Object],[object Object],[object Object]
How happy are Canadians with their financial planners? ,[object Object],[object Object],[object Object]
How do I find a CFP licensee? CFP licensees work in various sectors of the industry. To make your job easier, FPSC maintains a database of CFP licensees and their particular expertise.
Where do CFP licensee’s work? Bank/ Trust Company/ Credit Union 22.8 Mutual Fund Company 8.7% Securities/ Brokerage 5.8% Accounting Firm 8.8% Insurance Company 10.4% Financial Planning Firm 38.9% Other 4.6%
Why put your faith in a CFP licensee ,[object Object],[object Object]
Why put your faith in a CFP licensee ,[object Object],[object Object],[object Object]
Why put your faith in a CFP licensee ,[object Object],[object Object]
Why put your faith in a CFP licensee ,[object Object],[object Object]
Where is the CFP designation recognized? United Kingdom Germany South Korea Japan Malaysia New Zealand Australia South Africa Switzerland United States Singapore Canada France Hong Kong
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Taking the Next Step

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Taking the Next Step

  • 2. What is financial planning? Financial planning is a process that provides a client with impartial assistance in analyzing and organizing personal financial affairs in order to achieve financial and lifestyle goals.
  • 3.
  • 4. Who created Financial Planners Standards Council? Created as a result of the initiative of organizations whose members deal with the personal finances of individuals.
  • 5.
  • 6.
  • 7.
  • 8.
  • 9.
  • 10.
  • 11.
  • 12. The Financial Planning Process Financial planning consists of six distinct steps. Understanding what they entail and finding out if your planner understands how to use them to develop the best plan for you will help you determine if you are receiving the guidance you should expect. -Six Distinct Steps-
  • 13.
  • 14.
  • 15.
  • 16.
  • 17.
  • 18.
  • 19.
  • 20.
  • 21.
  • 22.
  • 23.
  • 24.
  • 25.
  • 26. How do I find a CFP licensee? CFP licensees work in various sectors of the industry. To make your job easier, FPSC maintains a database of CFP licensees and their particular expertise.
  • 27. Where do CFP licensee’s work? Bank/ Trust Company/ Credit Union 22.8 Mutual Fund Company 8.7% Securities/ Brokerage 5.8% Accounting Firm 8.8% Insurance Company 10.4% Financial Planning Firm 38.9% Other 4.6%
  • 28.
  • 29.
  • 30.
  • 31.
  • 32. Where is the CFP designation recognized? United Kingdom Germany South Korea Japan Malaysia New Zealand Australia South Africa Switzerland United States Singapore Canada France Hong Kong