IAFP

Are you a
Financial Planner?

Become An RFP

Looking for an
Advanced Financial
Planner?

Find One Today

Symposium 2019
September 25 - 28, 2019

Register today

Become a Sponsor of our 2019 Symposium

Find out more

Find a Registered Financial Planner in your area.

Find A Planner

Here’s How The IAFP Works For You

About the IAFP

Let’s get to know each other. Find out who we are, learn about our history in the financial services industry, and find out how we are working to raise financial planning to a higher standard in Canada.

Distinguishing features of the R.F.P.

Maybe you are a Certified Financial Planner or looking into financial planning courses? Take the time to learn what an R.F.P. designation represents for practicing professionals in the financial planning industry and how we hold our members to the highest standard.

Why Become an R.F.P.

The R.F.P. symbolizes the highest level of competency and professionalism in the field of financial planning in Canada. Period. We think you should join us and here are the main reasons why.

How to Become an R.F.P.

From eligibility requirements to registration to examinations, find out the process of becoming a Registered Financial Planner with the IAFP.
Mentorship Program
Mentorship
Unique to the IAFP is our mentorship program. A current R.F.P. professional will guide new members on their journey of taking their comprehensive financial plans to the next level.

Symposium 2019

September 25 - 28, 2018
Edmonton, Alberta
The IAFP Symposium provides a rare opportunity to network with truly advanced financial planners, earn CE credits, and to study technical subjects related to financial planning at an advanced level.
Register today

Last updated: 16 Nov 2018 7:45 PM

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Trust and money are like love and marriage, you can’t have one without the other. When you let someone into the financial side of your life, you want to ensure that you are dealing with someone who is reputable, someone who puts your best interests first. That’s why any successful relationship with a financial planner […]

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Stand Out: A Marketing Primer for Financial Planners

When it comes to hiring a financial planner, potential clients have many choices. It’s crowded out there. There are lots of lawyers, accountants, investment counsellors, and bankers calling themselves financial planners or advisors; add to that the vast variety of titles that financial planners are using, and it makes it even more confusing for the average person. […]