Why You Should Become an R.F.P.®

The financial services landscape is changing in Canada as rapidly as at any time in history. New regulations and changing consumer preferences mean it’s now more important than ever to be clear about what your financial planning practice stands for. Regulators are demanding higher standards of ethical practices and disclosure and the public will no longer tolerate financial services that are not aligned with their best interests.

The IAFP is all about practicing, professional financial planners…

We want the public to be assured that they are hiring a highly qualified, ethical, competent financial planner when they hire an R.F.P. That only comes with practicing financial planning as your primary vocation. The IAFP is about helping you provide more comprehensive and more knowledgeable solutions and helping your clients achieve a better quality of life. To this end, the IAFP has been at the forefront of efforts to better differentiate financial planners from other advisors, thereby elevating and distinguishing our profession.

• To support you we have put in place a mentorship program for new members, where experienced R.F.P. planners will guide you to your R.F.P designation.

• Our unique interactive forum allows planners with financial planning questions to post them for prompt and knowledgeable responses from fellow R.F.P. members.

• Our annual symposium is your best opportunity to learn from experienced financial planners to share best practices and to expand your financial planning knowledge.

For over 30 years, Registered Financial Planners have maintained the highest standards of excellence, experience and integrity in the financial planning profession. The IAFP practice standards and code of ethics specifically address key client trust issues such as compensation disclosure, professional competency and acting in a client’s best interest. Having the R.F.P. designation signals to existing and prospective clients that you are held to the highest standard of trust. Contact the IAFP to learn more about how you can make your financial planning practice stand out in a rapidly changing marketplace.

If financial planning is a fundamental element of your profession we invite you to join the IAFP and to see first hand what our organization can do for you. The cost to join is very reasonable and through membership you will open the door to literally hundreds of years of financial planning experience.

The IAFP supports a national initiative to regulate the financial planning profession.

As founding member of the Financial Planning Coalition, we believe in:

1. A single, unified set of standards for financial planners

2. Recognition and adoption of a standard set of Canadian Financial Planning Definitions, Standards & Competencies.

3. Use of the title of financial planner by only those who have demonstrated their competency

4. Accountability and regulation that defines financial planning, professional obligations and “In clients best interest” standards

There are well over 20,000 Canadians calling themselves financial planners. Take this opportunity to ‘stand out from the crowd’. Investigate the merits of an IAFP membership by exploring the public sections of our website, calling us at 1-888-298-3292, or emailing us at information@iafp.ca.

Last updated: 28 Jun 2021 10:54 AM