Canadian Public

Financial planning is more than budgeting, saving or having the perfect investment strategy. It sets you on a course to achieve your personal needs and goals through the proper management of your financial affairs. Canadians who engage a financial planner report significantly higher levels of financial and emotional well-being than those who do limited or no planning. They feel more on track with their financial goals and retirement plans, have improved their ability to save, are more confident that they can deal with financial challenges in life.

 

Find a Financial Planner

 

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.

 

Learn about the value of financial planning at FinancialPlanningforCanadians.ca

 

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.

FP Canada™ Certifications
  Certification

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.

 

  Certification

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™.

    Standards & Enforcement for FP Canada Certificants

    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.

    Have a Concern About an FP Canada Certificant?

    If you have a concern about a QAFP professional or CFP professional, you may submit a formal complaint to the Standards Council.

      Videos About Financial Planning

      Get started on the road to financial confidence. These videos were created to help you explore important financial topics such as the basics of financial planning and how to have tough conversations about money.

        Here’s the Plan™ Newsletter

        Here’s the Plan™ newsletter includes a selection of financial planning tips to help you prepare for life events and bring you closer to your life goals.

          Public Policy Submissions

          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.

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