David Hooper
The Certified Financial Planner (CFP) certification is the industry gold standard in financial planning. CFP professionals are the largest identifiable body of licensed financial planners in Canada with over 17,500 individuals meeting the strict standards to attain this designation.
The key to effective financial planning is the ability to take into account all relevant aspects of your financial situation ("the big picture"), and to identify and analyze the interrelationships among sometimes conflicting objectives. This unique integration of knowledge and skills across a broad range of topics distinguishes professional financial planning from other related financial advice. This requires the skills of a competent and ethical expert.
A financial planner is more than an investment advisor, more than an accountant or debt counselor. Financial planning is a process that determines how you can best meet your life goals through the proper management of your financial affairs.
Source: Financial Planning Standards Council www.fpsc.ca
