Connecting Clients to Financial Planning Guidance

Hosted by The Immigrant Education Society, in partnership with the Canadian Foundation for Financial Planning (CFFP), the event will be a practical, in-person session designed for frontline workers, coordinators, and community-serving organizations.

CFFP provides free, confidential, one-to-one financial planning guidance for individuals and families living on modest incomes — delivered by volunteer Certified Financial Planners. This session will walk you through how the program works and how it can support the people you serve.

What You’ll Learn:

• How clients can access free, confidential financial planning support
• How to make quick and simple referrals How volunteer planners assist people experiencing financial stress
• Opportunities to collaborate with CFFP in your community.

If your organization works with newcomers, families, seniors, youth, or anyone facing financial challenges, this session is for you.ss, referrals, support, and collaboration.