How does financial planning work?

Financial planning is a process that determines how you can best meet your life goals through the proper management of your financial affairs.

Key to effective financial planning is the ability to take into account all relevant aspects of your financial situation, and to identify and analyze the interrelationships among sometimes conflicting objectives. It is this unique integration of knowledge and skills across a broad range of topics that distinguishes professional financial planning from other related financial advice.

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Financial Planning Week 2010

Financial Planning Standards Council has declared October 4-10 as Financial Planning Week.

 
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FPSC Foundation

Promoting research and education on financial planning for the benefit of
the public, industry and financial planners alike

 
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Programmes d’accréditation de CFP offerts en français

 
CFP offerts en français

Standards Enforcement & Consumer Complaints

 
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CFP®, CERTIFIED FINANCIAL PLANNER® and the CFP flame logo are certification marks 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.