The Institute of Advanced Financial Planners™ 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 to the industry, we have created the 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.
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.
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 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.
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 2023 Symposium will be held at the beautiful Delta Edmonton South Hotel in Edmonton, Alberta.
With critical illness insurance, you receive a tax-free lump-sum if you are diagnosed with a listed critical illness.
Financial advisers see the potential for several strategic uses of the FHSA for both young and older
Asked about their biggest financial regret, a sizeable portion of women participating in a recent study said they didn’t invest enough.
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