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Overview of Canadian Financial Planning

The provided text is an excerpt from a Certified Financial Planner (CFP) course textbook. It introduces the financial planning process and its importance, and it covers the specific steps involved in creating and implementing a comprehensive financial plan. The text emphasizes the role of the CFP professional as a guide for clients on their financial journey, ensuring they make informed decisions that align with their goals, needs, and priorities. It further discusses the importance of ethical considerations and the need for ongoing communication and collaboration with clients.

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