Your choice of financial planner is an important one. A professional financial planner has the knowledge, experience, and ethics to look at your entire financial picture and help you achieve financial well-being. Use this tool to find a professional financial planner in your area or to verify the certification status of your planner.
Life can be messy; we get it. That’s why we created a website with useful articles, videos, and infographics that will arm you with the information you need to prepare for life events, and bring you closer to your life goals.
Qualified Associate Financial Planner™ certification demonstrates a financial planner’s competence and commitment to the highest ethical standards of responsibility. QAFP professionals have demonstrated the knowledge, skills, experience and ethics to provide holistic financial planning strategies and solutions for average Canadians with typical financial planning needs. QAFP professionals play an important role in helping their clients begin the journey to living life with confidence.
Certified Financial Planner® certification is the most widely recognized financial planning designation in Canada and throughout the world and is considered the standard for the profession. CFP professionals have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession, and help them build a financial plan so that they can Live Life Confidently™.
CFP professionals and QAFP professionals must adhere to rigorous standards set and enforced by the FP Canada Standards Council™, in the interest of the Canadian public and to safeguard the reputation of the financial planning profession. The Standards Council promptly addresses reported concerns and investigates allegations of misconduct.
If you have a concern about a QAFP professional or CFP professional, you may submit a formal complaint to the Standards Council.
FP Canada regularly participates in government and regulator consultations that impact the financial planning profession; advocating for sound public policies that will benefit all Canadians.