Professional Financial Planner

We have the tools for your Financial Planning Practice with The Canadian Retirement Planner's Software™The Personal Financial Planner's Manual™, and Continuing Education Courses.

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The Canadian Retirement Planner's Software™

by David R. Gobeil, MSc, CPA, CA, CFP® enables you to prepare retirement plans for clients in all life situations. If years away from retirement, develop a savings plan allocating savings between pensions, TFSAs, and RRSPs. If approaching retirement, assess an employer's retirement offer or pension benefit alternatives. If retired, determine the lifestyle expenditures they can afford, plan RRSP and RRIF withdrawals, and project the assets for their estate plan. 

Software runs on a Windows PC, Ongoing technical support by email and phone! 

“I have been using Gobeil’s Canadian Retirement Planner's Software since 1992.  It has been one of the easiest projection tools to use over the years.  With as little as 40 input items (birthdates, etc.), I can produce a retirement projection that will tell my clients if they have enough to retire (or how much they need to save to retire).” Ron Graham, CPA, CA, CFP®, Ron Graham and Associates Ltd.

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The Personal Financial Planner's Manual™

by David R. Gobeil, MSc, CPA, CA, CFP® is a comprehensive reference service for current and up-to-date concepts, definitions, regulations, and strategies to address your client’s needs.  The Digital Manual runs on a Windows PC or a MAC Computer. The Printed Manual is 3 Binders.

The Manual includes 69 chapters with 2,000 pages addressing the components of financial planning as defined in the Professional Competency Profile: financial planning practices, financial management, tax planning, investment planning, education planning, risk management, retirement planning and estate planning. 

“The PFP Manual by Gobeil & Associates is the most concise, up-to-date, comprehensive reference guide I have used in my 30+ year career in financial planning.  The electronic version is particularly convenient to use. Compared to other resources, I find it very reasonably priced.” Jacquie Skinner, BA, CFP®, R.F.P.®, Premier Financial Planning Services.

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Current Developments in Personal Financial Planning 

is a series of 4 continuing education courses, each with 6 hours of continuing education credits. You complete a course by reading certain chapters of a quarterly update to The Personal Financial Planner's Manual and passing a multiple-choice exam.

If have a current subscription to the Personal Financial Planner's Manual, you can complete the continuing education courses.  

I continue to take your excellent CE credits, instead of taking “easier” classes to fulfill my requirements.  My knowledge would not be increased, and I would not stay up to date with the changing legislation and rules the way I do with your updates.” Kath Frazer, CPA, CMA, CFP®, FCUIC

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