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Consumers

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    Use a combination of Search Options to find advanced financial planners in your area, or with the specializations and qualifications you need.
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    Comprehensive Financial Plan

    The term “comprehensive financial planning” is one of the IAFP’s core values, embedded in its purpose and enshrined in its by-laws.
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    Financial Planning: The Six-Step Process

    This process is at the core of Comprehensive Financial Planning and will help you reach your personal financial goals and objectives.
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    The Regulatory Environment

    Regulations applicable to the Financial Planning profession depend on the scope of activities of the Financial Planner.
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    A Matter of Trust

    Canadians must be able to trust financial planners to help them achieve their financial well-being.
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    Complaint Process

    The IAFP is a self-regulating organization, monitoring its members’ activities to maintain the highest standards of professionalism.
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    Helpful Links

    These sites offer information on stocks and bonds, insurance, daily commentaries etc. of interest to both professionals and the general public.
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    Last updated: 20 Mar 2018 11:31 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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