The Institute of Advanced Financial Planners™ has been attending consultation meetings with the FSRA regarding the use of the titles Financial Planner and Financial Advisor. Our responses are shared below.
– June 2021 response
– November 2019 response
– September 2019 response
The Institute of Advanced Financial Planners™ (IAFP®) announces today an accreditation program designed specifically for CFA® (Chartered Financial Analyst) charter holders to obtain their R.F.P.® (Registered Financial Planner®) Designation. – October 2020
The Institute of Advanced Financial Planners (IAFP®) is pleased to announce the winners of our Sixth Annual Student Financial Planning Competition. – June 2020
The Institute of Advanced Financial Planners™ (IAFP®) is pleased to announce the winners of our Fifth Annual Student Financial Planning Competition. – May 2019
The Institute of Advanced Financial Planners™ (IAFP®) congratulated the Government of Ontario on its progress towards protecting the professional title “Financial Planner”. We were encouraged to see that this initiative has taken another step forward by its inclusion in the 2019 provincial budget.” – April 2019
The Institute of Advanced Financial Planners™ (IAFP®) has submitted comments to the Canadian Securities Administrators (CSA) in response to their Notice and Request for Comment on Proposed Amendments to the National Instrument 31-103 And Companion Policy 31-103CP. The CSA’s proposed amendments are intended “to better align the interests of securities advisers, dealers and representatives with the interests of their clients, to improve outcomes for clients, and to make clearer to clients the nature and the terms of their relationship with registrants.” – October 2018
The Institute of Advanced Financial Planners™ (IAFP®) is proud to announce a second favourable decision last week by Canada’s Trade-marks Opposition Board in a seven-year battle to protect the integrity of their brand. The decision confirms that Advocis encroached on the IAFP®‘s trade-mark. – October 2018
The IAFP®, through its partnership with the Coalition for Small Business Tax Fairness, suggested approaches on how to protect past passive investments to Finance Minister Bill Morneau. – May 2018
The IAFP® is a member of the Coalition for Small Business Tax Fairness and supports their efforts to protect Canadian Small Business Owners. “While other federal tax changes (including changes to income splitting rules for small businesses) automatically apply to provincial tax systems, we have confirmed that federal changes that will claw back the small business tax rate based on a CCPC’s passive investment income do not need to extend to the small business deduction provided by the provinces. In other words, the provinces can make their own decision on whether businesses can continue to access the provincial small business deduction, whether or not they have a stream of passive investment income.” – May 2018
The Institute of Advanced Financial Planners (IAFP®) is proud to announce a favourable decision last week by Canada’s Trade-marks Opposition Board on our seven year battle to protect the integrity of our brand — the IAFP®. The decision indicates that Advocis encroached on our trademark, creating confusion in Canada through the branding and public use of their Institute for Advanced Financial Education™ (IAFE) label. – December 2017
The Institute of Advanced Financial Planners™ (IAFP®), issuers of the Registered Financial Planner (R.F.P.®) designation is pleased to announce the winners of our Third Annual Student Financial Planning Competition. – May 2017
On October 27, 2016, the British Columbia Securities Commission (“BCSC”) published for public comment proposed amendments to MFDA Rule 1.2.5 (Misleading Business Titles Prohibited).
As the R.F.P.® is the longest-standing and most stringent financial planning designation in Canada, it was important for the IAFP® to submit comments on behalf of our R.F.P.® members. – December 2016
The Government of Ontario’s Ministry of Finance appointed an Expert Committee to review how the province might regulate financial planners and financial advisors. Here is the IAFP®’s submission in response to their request for comments on a set of preliminary policy recommendations.
IAFP® submits response June 2016.
A breakthrough for financial planning in Canada, the IAFP® joins four other major financial planning organizations to form the Coalition for Professional Standards for Financial Planners. – May 2011
A Press Release explaining why the IAFP® is very concerned about the CLU Institute’s new name, how it infringes on the IAFP®’s reputation, and how confusion will affect the profession and the public. – November 2010
A Member Bulletin explaining why the IAFP® welcomes more stringent requirements coming into force at the FPSC, how 94% of R.F.P.®s remain CFPs, and what continues to set the R.F.P.® apart from the CFP designation. January 2009
Last updated: 22 Jan 2017 5:19 PM