Follow the links!
This website has been created and is maintained by Larry J Stubbs BSc, CFA, CFP, RFP, CIM. The objective of this website is to provide education and support to financial advisors, students, and any otherpersons to whom this material would be of value or interest. Please feel free to use any of the material that you find on this site. If you feel that the information contained on this site would benefit others, please pass the URL along.
The 6 Step Financial Planning Process
to achieve financial success
The General Principles of Financial
Planning can be found here
Risk Management and Insurance
basics are here
Learn the basics of Investment
Planning
Retirement Planning
including government benefits, RPP’s, RRSP’s, and DPSP’s
Estate Planning basics
Financial planning considerations for Small
Business
Check out my personal Favorite
websites here
Money talks and Miserman listens!
Transmittal and engagement letter
samples are here
Finance students can follow this link
Some things to think about:
"Wealth is not his
that has it, but his that enjoys it.”
Benjamin Franklin
"There is always a disposition in people's minds to think that existing conditions will be permanent. When the market is down and dull, it is hard to make people believe that this is the prelude to a period of activity and advance. When the prices are up and the country is prosperous, it is always said that while preceding booms have not lasted, there are circumstances connected with this one which make it unlike its predecessors and give assurance of permanency. The one fact pertaining to all conditions is that they will change.” Charles H. Dow, 1900
“Investors do not make mistakes in buying
good stocks at fair prices. They make
mistakes by buying good stocks in the upper reaches of bull markets.” Dr. Benjamin Graham, 1947
“The four most expensive words in the
English language are…”this time is different”.
Sir John Templeton
LEGAL STUFF FPSC is the sole licensor of the CFP™ designation in