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FP Solutions
Item # Format Updates List Price (CAD$)
011E Basic CD As Required $340.00
012E Plus CD As Required $590.00
013E Advanced CD As Required $990.00
014E Business CD As Required $1,450.00
* Please input quantity before adding to shopping cart.

Please contact us at 1-800-268-4522 or cservice@cch.ca and ask to speak to your Account Manager to subscribe to this software
Special Offers available for Association Members and Affinity Program Partners. Is your firm participating? Call to check: 1-800-268-4522.

No two clients are the same. No two plans are identical. You need the flexibility of FP Solutions. Its modular design lets you customize the right plan for every client.

With four levels of planning sophistication, FP Solutions lets you choose the amount of “planning horsepower” that best suits the needs of your clients and those of your practice. Basic, Plus , Advanced and Business. Each builds on the previous level to provide access to more in-depth planning.

The Basic and Plus levels are ideal if your practice is focused on investment and/or insurance product recommendations and lifestyle needs. The Advanced level has the depth to handle the most demanding client situations and the Business level offers the only comprehensive corporate planning available in Canada today.

The 4 Levels of FP Solutions
Basic: Help your clients turn their dreams into a way of life...sooner
Plus: Show your clients how the right insurance coverage can give them peace of mind
Advanced: Show your clients how they can balance the mortgage, RSPs - and still save for their kids' education
Business: Help your clients plan for the future - for their family and their business
Four levels of planning sophistication

Basic

It may be called "basic" but it's loaded with client-pleasing features. FP Solutions Basic makes it easy for you to give your clients a clear and compelling picture of their financial situation. And it gives you all the information you need to confidently guide them in the right direction.

FP Solutions Basic includes these planning modules:
  • Full investment planning
  • Full retirement planning
  • Education savings
  • Lifestyle needs
  • Sales concepts
  • Investment deposit/withdrawal solve tools
  • Loan and debt amortization
  • Personal use real estate and assets
  • Monte Carlo simulations

Plus

One feature that makes FP Solutions so popular is its modular structure. Each level builds on the previous with more advanced planning modules. FP Solutions™ Plus includes additional modules to give you more in-depth financial planning capability, including sophisticated tax strategies and comprehensive insurance needs analysis.

The additional capabilities of FP Solutions Plus include:
  • Insurance needs
  • Disability capital needs (DI, CI, LTC)
  • Survivor Capital Needs (Life Insurance)
  • Commercial real estate
  • Estate capital needs (tax and liquidity)

Advanced

With FP Solutions™ Advanced you'll be able to analyze your client's entire financial situation, no matter how complex it may be. It also helps you prepare plans faster and more easily because it includes powerful administrative tools to guide you through the planning process.

Additional planning features of FP Solutions Advanced include:
  • Detailed income projections
  • Planning assistant
  • Advanced net worth cash flow projections
  • Common planning strategies
  • Change in financial position – show the value of your advice

Business

FP Solutions™ Business is the most powerful all-inclusive financial planning software on the market. It gives you the ability to do both personal and full corporate planning, so everything you need for your most sophisticated clients.

It includes all modules plus corporate planning features such as:
  • Estate freezes, family trusts
  • Shareholder loans and share redemption planning
  • Holding and operating companies
  • Corporate owned life insurance
  • Corporate owned investment portfolios and real estate
  • And much more
Resources & Training
Tours, Demos (12 items)
FP Solutions Getting Started (Recorded Session) 6,530.42 KB
A recording of the introductory training session for FP Solutions which outlines a few of the program's basic features including:

Navigation
Definition of a module
Opening and closing modules
Creating a default file
FP Solutions - Fact Finder (Recorded Session) 5,988.68 KB
A recording of the Fact Finder training session that takes a detailed look at the FP Solutions Fact Finder covering the following topics:

Navigating the fact finder
Entering data directly onto the fact finder
Creating a financial snapshot
Saving the fact finder
Opening a fact finder file in FP Solutions
Printing the fact finder
FP Solutions - Basic (Recorded Session) 6,907.09 KB
This recording of the FP Solutions - Basic online training session covers entering data into the non-registered investments, registered investments, pension plans, real estate and retirement capital needs areas. This demonstration also shows how FP Solutions Basic helps determine how much a client must save in order to attain their goals.
FP Solutions Plus (Recorded Session) 6,450.14 KB
This file is a recording of the FP Solutions Plus training session which focuses on the insurance modules of the software and covers the following:

Survivor capital needs - expenses at the death of either the client or spouse
Estate capital needs - expenses of the couple on second death
Life insurance values - illustrate either the current insurance in place or a recommended policy.
FP Solutions Advanced (Recorded Session) 6,950.96 KB
This recording of the FP Solution Advanced training session introduces the detailed projection modules of FP Solutions and covers the following topics:

Projected income - detailed income and tax calculations
Projected cash flow - combined income and lifestyle needs projections
Projected net worth - projections of assets, liabilities and deferred taxes
Using the optimize feature of the projected cash flow module
FP Solutions Business (Recorded Session) 6,605.07 KB
In this recording of the Business training session we focus on how to enter business assets, integrate that information into the personal financial plan and possible options available to the business owners. The following topics are covered:

Data entry of business information
Understanding the integration of business and personal data
Making payments from the business to shareholders
Creating a retirement income from a business: by liquidating the assets or by selling the business at retirement.
FP Solutions - FP Focus (Recorded Session) 8,464.26 KB
A recording of the FP Focus training session that is an introduction to the FP Focus feature and covers the following topics:

Loading / Launching FP Focus
Navigation of FP Focus pages
Description of each of the FP Focus pages
Changing the documentation on the fly
Printing FP Focus pages
FP Solutions - Non-Registered Investment (Recorded Session) 6,033.91 KB
The recording of the Non-registered investment training session demonstrates how to use the non-registered module in FP Solutions and covers the following topics:

Entering data using the data entry wizard
Detailed explanation of data entry screen
Using the edit variables page
Solving for deposits or withdrawals
Tracking the non-registered data in other modules
Using the Investment Strategies Concept
FP Solutions - Investment Detail / Risk Tolerance (Recorded Session) 6,925.01 KB
This recording of the Investment Details and Risk Tolerance training session covers the following areas:

Filling out the risk tolerance questionnaire
Setting up the model portfolios
Importing mutual fund data
Entering the investment details of a client
Integrating the investment details into the financial plan
FP Solutions - Simulation Tool (Recorded Session) 8,837.76 KB
This recorded training session focuses on the Simulation Tool provided in FP Solutions and covers the following areas:

Launching the Simulation Tool
Performing a variance test
Running a Monte Carlo simulation
Interpreting and sorting the results
FP Solutions Custom Document (Recorded Session) 7,753.89 KB
This recording of the training session demonstrating how to use the Custom Document Creator tool in FP Solutions covers the following topics:

Creating a new custom document
Modifying an existing FP Solutions page
Adding a custom pages using graphs and calculations from FP Solutions
Saving the custom document
Opening the custom document
FP Solutions - Printing (Recorded Session) 4,193.39 KB
All of the documents in FP Solutions are displayed on screen the same way they can be printed. By using a What You See Is What You Get (WYSIWYG) format FP Solutions makes it easy for planners to create powerful and dynamic plans. In this session the printing features of FP Solutions are covered including the following topics:

Selecting an existing print package
Selecting pages to be printed
Saving a print package
Printing in FP Focus
Manuals, Reference Cards (2 items)
FP Solutions User Guide 3,235.66 KB
FP Solutions has been designed to be easy to navigate through and to work in.
Using FP Solutions you can develop financial plans ranging from the most basic to the very complex. All you have to do is open the related modules - Excel worksheets that use the FP Solutions interface—to expand the scope of the plan. FP Solutions has been designed to be simple to use, with many tools to help guide you through gathering information and creating a plan.
FP Solutions Risk Tolerance Questionnaire 279 KB
This PowerPoint presentation explains the scoring system used in the FP Solutions Risk Tolerance Questionnaire. Along with the points for each answer to every question the presentation also shows the break down of how the total score is applied among the five model portfolios.
Online Seminars with Trainer (1 item)
Why Subscribe to FP Solutions - Product Showcase for prospective clients
Product Samples, Excerpts (6 items)
Sample reports - Advanced 196.42 KB
Sample reports - Basic 87.15 KB
Sample reports - Plus 137.75 KB
Sample - FP Focus executive summary 190.63 KB
Sample reports - Business 182.26 KB
FP Solutions Feature Sheet 49.00 KB
Press Release (1 item)
CCH and Financial Plan Advantage Sign Support Agreement
Live Web Seminar: Why Choose FP Solutions?
FP Solutions Downloads
FP Solutions Support

 

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