Financial Planning Practitioner’s Guide

Evaluating risk tolerance: A sample questionnaire

(September 2006) One of the hardest things for any financial planner to come to grips with is a client’s risk tolerance. As an investment planner, it is your job to translate subjective feelings into something more objective that can be used to guide the construction of an investment portfolio. Unfortunately, there is no standard measurement […]

By Financial Planning Practitioner's Guide |September 12, 2006

5 min read

Planning and Advice

Health care insurance policies review: A checklist

(August 2006) Need some help evaluating your clients’ health care insurance? Use this checklist from the Financial Planning Practitioner’s Guide — created by the Canadian Institute of Financial Planners — to review the adequacy of existing extended health, critical illness and long-term care insurance policies, or to identify factors that should be considered when choosing […]

By Financial Planning Practitioner's Guide |August 1, 2006

3 min read

Planning and Advice

Evaluating an early retirement package: A checklist

If one of your clients is offered an early retirement package chances are they will have a relatively short window in which to consider the offer. Help them make an informed decision by taking an organized approach to evaluating the offer. Use this checklist from the Financial Planning Practitioner’s Guide — created by the Canadian […]

By Financial Planning Practitioner's Guide |June 22, 2006

2 min read

Planning and Advice

To Clients: Presenting your financial plan

(May 2006) You’ve created a financial plan and are now ready to present it to your client. If you wish to send the plan to your client in advance of meeting, use this letter from the Financial Planning Practitioner’s Guide — created by the Canadian Institute of Financial Planners — as a template. This letter […]

By Financial Planning Practitioner's Guide |May 11, 2006

2 min read