Financial planning calculators

Access and download our free financial planning calculators to assist you in achieving your life goals. These calculators have been provided only as a guide. To get detailed financial planning advice, find a CFP® professional in your area.

FPI MYMONEY123™ newsletter

  • October 2014 issue
  • January 2015 issue
All below calculators are in Microsoft Excel format and can easily be downloaded to your machine. You will need to enable macros, as per instructions in the relevant spreadsheet, in order to benefit from the full functionality of these calculators.