The Institute of Advanced Financial Planners™ is a self-regulating organization (SRO). As such, it strives to monitor its members’ activities, with a view to maintaining the highest standards of professionalism.

The IAFP welcomes any expressions of concern about a member’s activities. If requested, we will strive to assist complainants in resolving issues with members. If deemed necessary, we will investigate alleged member misconduct to the full extent, leading to possible disciplinary action or expulsion from the IAFP™.

Usually, the best first step if you have a concern is to contact the IAFP directly (toll-free) at 1-888-298-3292.

When you are ready to request a formal IAFP Inquiry process, you will need to send the IAFP a form providing the details of your complaint. Complete it to the best of your abililty and attach relevant documents. To obtain the form you can either:

• download the Request for Inquiry form in the box to the right, OR
• phone us toll-free at 1-888-298-3292 and ask us to fax or mail the form to you.

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The registered trade-mark R.F.P.® and the trade-mark Registered Financial Planner™ are owned by the IAFP.

Last updated: 22 Jul 2019 12:02 AM