2025 Financial Planning Awards
Recognizing Excellence in Financial Planning

The Financial Planning Association of Canada (FPAC) in partnership with the Institute of Advanced Financial Planners is proud to present the 2025 Financial Planning Awards, celebrating professionals who set the standard for financial planning excellence in Canada.

This prestigious national award celebrates ethical client-focused advice and recognizes innovation, impact, and technical expertise in financial planning. This is your chance to showcase your expertise, and see how your work measures against the top financial planners in Canada. Each finalist will also receive a written critique from the distinguished panel of judges, helping them evaluate their growth in the field.

Why Enter?

Win Big

The winner receives free airfare, hotel, and registration for the 23rd Annual IAFP Symposium in Nanaimo British Columbia (Sept 24–27, 2025), one of Canada’s premier financial planning conferences.

National Recognition

The award will be presented during the Symposium, and live-streamed across the country, providing industry-wide recognition.

Boost Your Credibility

Stand out among your peers and gain national recognition for your expertise.

Network With The Best

Join a community of top financial planners, thought leaders, and industry professionals at the IAFP Symposium.

Network With The Best

Share your success story and best practices with the financial planning community.

Who Can Enter?

The 2025 Financial Planning Awards are open to financial planning professionals across Canada who:

  • Hold a recognized designation (QAFP, CFP, or R.F.P.)
  • Demonstrate excellence in financial planning strategies
  • Have positively impacted clients or the industry
  • Uphold the highest professional and ethical standards

Submission Requirements

To enter, applicants must be prepared to submit:

  • A detailed, redacted financial plan that showcases their expertise in client-focused, ethical planning
  • Supporting Documents – Any relevant materials, such as financial projections, reports, or client testimonials, that showcase your expertise
  • Professional Statement – A short personal statement (250–500 words) on your approach to financial planning and why your work deserves recognition
  • References (Optional but Recommended) – Letters of support from clients, colleagues, or industry peers
  • A $50 Registration Fee

Key Dates

  • March 3 — Registration Opens
  • April 30 — Registration Closes
  • May 25 — Semi Finalists Notified
  • June 30 — Deadline for Semi Finalists to Submit Redacted Plans
  • Week of August 4 — Finalist Presentations
  • August 15 — Winner Announced
  • September 24-27 — Winner Attends IAFP Symposium and Receives Award

How to Enter

  1. Complete the online application form
  2. Submit your case study and supporting documents
  3. Await finalist selection and prepare for the IAFP Symposium!