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Marketing Toolkit
The Marketing Toolkit helps your clients understand the value of financial planning, how planning can help navigate through every stage of life, and the importance of working with a professional planner. Explore all the resources below and be sure to share with your clients:
CFP® Professional Value Proposition

Looking for an effective way to describe the difference you make in your clients’ lives? 

FPSC engaged in qualitative research on the functional and emotional value of financial planning. The result is a value proposition that conveys the meaningful role CFP® professionals play in the lives of their clients: 

You have aspirations – for what and who you care about, for today and for the future. But life is complicated, and figuring out how to make those aspirations a reality can be hard. 

You need a plan. A financial plan. Only CFP professionals see your whole picture, no matter how complex, and work with you to help you understand where you are and where you want to be.

Whether you have a pressing issue or just need some help getting started, CFP professionals have the knowledge, skills, experience and the ethics to help you build the financial plan that will let you live your life confidently.

The new tagline for the CFP designation, Live life confidently™, succinctly summarizes this value proposition.
Here are some ideas for incorporating this messaging into your marketing efforts to communicate your brand in a way that resonates with clients and prospects.

Elevator Pitch

"Life is complicated and figuring out how to reach your goals can be overwhelming.
There’s an endless amount of information out there and it can be hard to even know where to start. I simplify complex financial matters for my clients and look at their whole picture to help them build a plan that lets them live life confidently."

Email Signature

 Jane Doe, CFP®

 Helping You Live Life Confidently

Website Header

Let's Build a Plan to Help You Live life Confidently

Twitter Bio

Certified Financial Planner®  professional. Simplifying complex financial matters to help clients live life confidently.

Social Media Posts

We invite you to post these social media messages on your accounts to communicate the value of working with a CFP professional. Click here for post examples.

Here's the Plan brochure

Value of Financial Planning 

Encourage your clients to take the next step. Use this website to find useful, actionable information and tools to assist your clients in achieving their financial goals. Visit Now

Here are some video resources to help your clients get started on the road to financial confidence.

Here's the Plan™ Presentation Template

The Here's the Plan™ presentation was created to help you showcase the value of building a financial plan with a CFP® professional. Click here to download the presentation or view a preview below.


Life's Better with a
CFP® Professional

An FPSC study revealed that the majority of Canadians lack confidence in their financial knowledge. Among the key findings: Canadians who work with a CFP® professional are 32% more likely to feel very knowledgeable about financial matters. Download the infographic.

Life's Better with a CFP Professional

4 Steps to Finding the Financial Planner Who's Right for You

Choosing the right financial planner is an important step on the path to a successful financial future, but many people don't know where to begin or how to determine who would best meet their needs. Share this infographic with your networks to encourage your prospective and current clients to take the next step toward finding a professional financial planner.
Download the infographic.

4 Steps to Finding the Financial Planner Who's Right for You

Your Annual Financial Checkup

Your clients schedule an annual checkup with their doctor. Encourage them to take their finances just as seriously with this new infographic. FPSC recommends meeting with a CFP® professional at least once a year to take their financial pulse. Download the infographic.

Showcase Your Designation

Display your CFP® Certification in a Customized Frame

Order a frame for your diploma or annual certificate.

Use the CFP Marks

Download the logo files to showcase your designation in your email signature, stationery or website. For guidance on how to use them, please refer to the Marks Use Guide for Canadian CFP Professionals.

Order FPSC’s Code of Ethics Poster

Help your clients understand your exceptional commitment to ethics. The poster is available on your FPSC Portal, or you may order a framed poster (scroll to the bottom of the page).

Add Your Certification to LinkedIn

  1. Click the Me icon at the top of LinkedIn to go to your profile.
  2. Add your certificate
    • If you've previously added a certificate, scroll down to the Certifications section and click Add.
    • If you've never added a certificate, you'll first want to add a Certificationssection. From the Add new profile section dropdown, scroll to Accomplishments, then click the plus sign next to Certifications.
  3. Type in your certification information.
  4. A menu displaying companies will appear as you type in the Certification Authority field. Be sure to select Financial Planning Standards Council from the menu so their logo appears next to the certification on your profile.
  5. Click Save.

FPSC Consumer Resources
  • Follow all the FPSC social media accounts to keep up to date with our latest articles, videos, infographics, and other resources.