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Financial Planning for Canadians
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Financial planning is more than budgeting, saving or having the perfect investment strategy. Financial planning is a process that sets you on a course toward achievement of your personal goals, needs and priorities through the proper management of your financial affairs.

Canadians who engage in comprehensive financial planning report significantly higher levels of financial and emotional well-being than those who do limited planning or no planning at all. People with comprehensive plans say they feel more on track with their financial goals and retirement plans, have improved their ability to save, are more confident that they can deal with financial challenges in life, and feel better able to indulge in their discretionary spending goals.

Sounds pretty good, right? Let’s get started! Use our website to help you find useful, actionable information. www.FinancialPlanningForCanadians.ca

Find a Planner or Certificant

Your choice of financial planner is an important one. An appropriately qualified professional has the ability to safeguard and enhance your financial and overall well-being, both today and in the future.

Use this tool to find a planner or certificant in your area, or to verify the certification status of a specific planner or certificant.

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Here’s the Plan Newsletter

Subscribe to our free bi-monthly newsletter, Here’s the Plan. Every issue includes our selection of financial planning tips to help you prepare for life events and bring you closer to your life goals. Here's a sample.

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Global Financial Planning Survey 

In November 2015, Financial Planning Standards Council released the results of a new study which confirms that the majority of Canadians lack confidence in their financial knowledge. This new global research was commissioned by FPSC’s international body, the Financial Planning Standards Board, in partnership with FPSC in Canada.

The research was conducted in June and July of 2015, and involved over 19,000 adults in 19 different countries, including over 1,000 in Canada. 

         

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FPSC Standards & Enforcement

CFP® professionals and FPSC Level 1® Certificants in Financial Planning adhere to rigorous standards and have a written obligation to put clients’ interests ahead of their own. Ensuring adherence to these standards protects both the Canadian public and the reputation of the financial planning profession. Learn more about FPSC Standards and Enforcement.

FPSC vigilantly guards the trust Canadians have placed in CFP professionals and FPSC Level 1 certificants. Under the direction of Standards and Enforcement, FPSC promptly addresses all concerns that come to our attention and thoroughly investigates all allegations of misconduct. To lodge a complaint against a CFP professional or FPSC Level 1 certificant, please see How to Lodge a Complaint with FPSC.

Use our search tool to find a planner or certificant near you.


Visit now for access to helpful, supportive information from the experts in financial planning standards.


FPSC vigilantly guards the trust Canadians have placed in CFP professionals and FPSC Level 1 Certificants in Financial Planning and promptly addresses all concerns that come to our attention and thoroughly investigates all allegations of misconduct.