Home of the Most Respected Planners in Canada

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.

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 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 Powerhouse Designation

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.

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®.

Distinguish Yourself!

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.

20th Annual Symposium

September 28-OCTOBER 1, 2022

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 2022 Symposium will be held at the beautiful Hilton Lac Leamy Hotel in Gatineau, Quebec.

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