Achieve the highest level of financial planning excellence in Canada with guidance from an experienced Registered Financial Planner (R.F.P.®) with our mentorship program. We pair a new associate member with a current R.F.P.® who will provide guidance and assistance in their quest to obtain the R.F.P.® designation.
This program is all about helping you on your journey, that’s why every R.F.P.® candidate may choose the practice and planner that would best provide the guidance and assistance for them. The program offers the flexibility you need to contact each other using the method and time that work for you both.
Our mentorship program is like a financial planning course for the real world – perfectly blending theory and practice. Each R.F.P.® mentor has extensive experience in running a successful financial planning practice, and will share their wide variety of skills, talents and varied practices with you.
Our mentors will coach you through the process of preparing your Comprehensive Financial Plan and Letter of Engagement for submission. They can also provide guidance for issues relating to practice management and compensation. They’ve been where you are before and want to help you achieve financial planning excellence.