IAFP
Home Of The Most Respected Planners In Canada

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    Financial Planner?

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    Advanced Financial
    Planner?

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    Symposium 2022
    Sep. 28 - Oct. 1, 2022

    Registration Is Open

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    of our 2022 Symposium

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    Find a Registered Financial Planner in your area.

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    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
    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.

    Distinguish Yourself!

    It’s time to hold yourself to the highest standard in the financial planning profession. By becoming an R.F.P. you will reach a more advanced level of ethics, expertise, and education. Join a community of like-minded thought leaders who always put clients first, ones who create written, holistic, and comprehensive financial plans that get implemented. Learn how we are fostering a superior level of professionalism in financial planning.
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    Symposium 2022

    September 28 - October 1, 2022
    The IAFP Symposium provides a rare opportunity to network with truly advanced financial planners, earn CE credits, and study technical subjects related to financial planning at an advanced level.

    Our 2022 Symposium will be held at the beautiful Hilton Lac Leamy Hotel in Gatineau, Quebec. Get more information.

    Last updated: 13 Jan 2022 10:45 AM

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  • There are a lot of people calling themselves financial planners, but an R.F.P. has the specialization and qualifications to ensure you are getting the most comprehensive financial plan available. Find one near you.


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Events

Symposium 2025Sep 24 - 27, 2025
Nanaimo, BC - 101 Gordon Street, British Columbia

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