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Free financial planning resources
Find tools to help with your own financial planning guidance or materials to lead a session.
I lead sessions or workshops
Workshop packages
Getting Started in Canada
Credit, debt, financial institutions, avoiding scams.
· Newcomers ·
Slide deck + worksheets + pres. guide
Planning your Child's Future
RESP, CLB, CCB, parental benefits, saving for education.
· Families ·
Slide deck + worksheets + pres. guide
Intro to Financial Planning for Business
Business structure, GST/HST, EI, CPP, succession planning.
· Entrepreneurs ·
Slide deck + worksheets + pres. guide
Retirement Planning for You
CPP, OAS, RRSP, housing, budgeting for retirement.
· All ages ·
Slide deck + worksheets
One-to-one session package
Resource Package for 1-to-1 Sessions
Session outlines and worksheets for individual financial planning guidance sessions. Facilitators are welcome to bring in their own content.
Questions about these materials? foundation@cffp.ca
I am looking for guidance
Tools recommended by our volunteers
These free external tools can help you find benefits you may be eligible for and plan your finances. They are trusted and used by CFFP volunteers.
Calculator
GIS Calculator
Estimate your Guaranteed Income Supplement (GIS) entitlements if you are a low-income senior in Canada.
Navigator
Benefits Finder
Find government benefits and programs you may be eligible for, based on your personal situation.
Guide
Low-Income Retirement Guide
A practical guide to retirement income and planning options for people on low or moderate incomes.
Want to talk to a certified planner?
A free one-to-one session connects you with a certified CFP® , QAFP® or Pl.Fin volunteer who can walk through your situation with you personally.
Questions about these materials? foundation@cffp.ca
The Canadian Foundation for Financial Planning™ An independent registered charity connecting people living in Canada who are facing financial challenges with free financial planning guidance from certified professionals.
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CFP®, CERTIFIED FINANCIAL PLANNER® and CFP logo are trademarks owned by Financial Planning Standards Board Ltd. (FPSB) and used under license. QAFP®, QUALIFIED ASSOCIATE FINANCIAL PLANNER™ and QAFP logo are those of FP Canada™. © 2026 Canadian Foundation for Financial Planning™. All rights reserved.