Find A Planner In Your Area

Facebook-f Twitter Linkedin-in Youtube
R.F.P. - 40 Years of Trust

Home of the Most Respected Planners in Canada

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.

How We're Different
Becoming an R.F.P.®

About Our Organization

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.

Learn More About the IAFP®

A New Fiduciary Standard for Financial Planning

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.

LEARN MORE

The Powerhouse Designation

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.

Why Become An R.F.P.®

Becoming an R.F.P.®

From eligibility requirements to registration to examinations, find out the process of becoming a Registered Financial Planner® with the IAFP®.

What's Involved

Distinguish Yourself!

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.

Download the Whitepaper

24th Annual Symposium

Wednesday, September 23 - Saturday, September 26, 2026

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.

Get more information
Catch The Excitement

2025 Financial Planning Awards Recognizing Excellence in Financial Planning

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.

Learn More

Stay Updated

Recent Articles

1275 West 6th Ave.
Suite 300
Vancouver, BC V6H 1A6

Contact

Facebook-f Twitter Linkedin-in Youtube

Quick Links

Policies

© 2026 Institute of Advanced Financial Planners™. All Rights Reserved.