IAFP
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Comprehensive Financial Plan

The term “comprehensive financial planning” is one of the IAFP’s core values, embedded in its purpose and enshrined in its by-laws.
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Financial Planning: The Six-Step Process

This process is at the core of Comprehensive Financial Planning and will help you reach your personal financial goals and objectives.
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The Regulatory Environment

Regulations applicable to the Financial Planning profession depend on the scope of activities of the Financial Planner.
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A Matter of Trust

Canadians must be able to trust financial planners to help them achieve their financial well-being.
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Complaint Process

The IAFP is a self-regulating organization, monitoring its members’ activities to maintain the highest standards of professionalism.
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Helpful Links

These sites offer information on stocks and bonds, insurance, daily commentaries etc. of interest to both professionals and the general public.
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Last updated: 20 Mar 2018 11:31 AM