IAFP
Home of the Practitioner

Are you a
Financial Planner?

Become An RFP

Looking for an
Advanced Financial
Planner?

Find One Today

Symposium 2021
Sept. 22 - 24, 2021

Registration opens soon

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of our 2021 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.

Are You Up For The Challenge?

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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Front cover of IAFP white paper

Symposium 2021

September 22 - 24, 2021
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.

Mark your calendars now. Registration details will be available soon.

Last updated: 13 Nov 2020 5:27 PM

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