The Institute of Advanced Financial Planners™ and its hallmark designation, Registered Financial Planner® (R.F.P.®), aims to set itself apart from other designations by being the leaders and pioneers in financial planning, estate planning, and tax preparedness.
We are committed to bringing value to the public and honour to the financial planning profession. To ensure the highest level of excellence and ethics in the industry, we have created the Registered Financial Planner® (R.F.P.®) designation.
The designation requires continuous educational improvement. Members are required to attain 30 Continuing Education credits annually, which can be completed at our annual Symposium or other advanced financial planning educational courses.
As the Institute of Advanced Financial Planners™ (IAFP®) marks the 40th anniversary of the R.F.P.® designation, it is introducing a mandatory fiduciary attestation for all members, effective with the 2026 membership renewal.
This formal requirement sets the R.F.P.® apart as the only financial planning designation in Canada requiring its members to explicitly affirm their obligation to act in their clients’ best interests, supported by full transparency, including disclosure of both the type and amount of compensation.
It is a clear, enforceable standard that strengthens accountability, reinforces trust, and reflects the evolving expectations of both clients and the profession.
The Registered Financial Planner® designation 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.
From eligibility requirements to registration to examinations, find out the process of becoming a Registered Financial Planner® with the IAFP®.
It’s time to hold yourself to the highest standard in the financial planning profession. By becoming a Registered Financial Planner® 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.
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 2026 Symposium will be held at the Fort Garry Hotel, Spa & Conference Centre, the historic landmark in the heart of downtown Winnipeg.
The Financial Planning Association of Canada (FPAC) and the Institute of Advanced Financial Planners are looking for Canada’s top financial planners. This national competition recognizes professionals who demonstrate technical expertise, ethical client-focused advice, and innovative strategies that make an impact.
Caring for aging parents can significantly impact a client’s own financial plans. Financial planners can help families prepare for caregiving while balancing retirement, estate, insurance, and cash flow considerations.
Many Canadians value charitable giving, yet far fewer have incorporated it into their estate plans. Discover why the gap exists and how financial planners can help clients turn philanthropic intentions into meaningful plans.
Longer lives are reshaping financial planning. Discover why helping clients navigate family, caregiving, purpose, legacy, and the many transitions beyond retirement may become an increasingly important part of the advisor’s role.
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