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Vantage Planners > Financial Planning > Links
Useful Financial Planning and Personal Finance Links
For more information about Financial Planning, including articles and other resources, visit these links:
Financial Planners Standard Council (CFP)
- The Financial Planners Standard Council is a not-for-profit organization established in 1995 to develop, enforce and promote the highest competency and ethical standards in financial planning.
- The Institution Quebecois de Planification Financiere (IQPF) is the Quebec counterpart to the CFP established to contribute to the protection and financial well-being of Quebec consumers by overseeing the training of financial planners and promoting a rigorous professional approach marked by integrity and transparency
- A Certified Senior Advisor is a professional dedicated to providing the highest quality of service possible to their Boomer and Senior Clients. A CSA must study and achieve 75% or higher on a certification exam to demonstrate that they understand the basic processes of aging, and how these processes influence the health, social and financial considerations of mature Canadians.
- An assortment of personal calculators including mortgage, tax and insurance calculators
- The Retirement Planning Association of Canada is the leading national lifestyle planning association in Canada. We understand that lifestyle planning can help you, your employees and/or clients better transition from work to the new retirement reality of today.
- An RHU (Registered Health Underwriter) is a professional financial advisor specializing in living benefits, including income replacement and risk management solutions for individuals, business owners and professionals.
