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 Your 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
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FP Canada™ Certifications
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™.
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.
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.