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 IAFP enters the 40th anniversary year of the R.F.P. designation, we’re proud to announce a significant advancement in professional standards.
Beginning with the 2026 membership renewal, all R.F.P. members will complete a mandatory fiduciary attestation, formally affirming their commitment to act solely in their clients’ best interests, supported by enhanced compensation disclosure requirements.
This milestone reinforces the IAFP®️’s long-standing commitment to integrity, transparency, and client-first financial planning, and further distinguishes the R.F.P.®️ as Canada’s leading professional 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.
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.
The IAFP® mission extends beyond supporting financial planning professionals; we are dedicated advocates for the Canadian public. Learn how our members are taking action to protect the public interest and how you can get involved.
The IAFP sees a growing appetite for fiduciary values, which could also help to recruit new members.
A fiduciary standard would be “one more reason” for prospective clients to seek professionals with the RFP designation.
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