Financial Planning for Canadians

Partnering with a Professional Financial Planner

Professional financial planners like CFP^® professionals and QAFP^® professionals can help you reach your financial goals. They undergo rigorous training, adhere to strict ethical standards, and commit to serve the best interests of their clients – and no one else. They will work with you on a financial plan to help you achieve financial well-being.

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What is Financial Planning?

Personal finances play an important role in every area of our lives. That includes buying our first homes, saving enough for an enjoyable retirement, managing our money in retirement, devising estate plans and determining the best insurance policies for our households.

Partnering with a Certified Financial Planner^® professional or Qualified Associate Financial Planner™ professional is an investment in your financial future.

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Your hub for resources on the value of working with a professional financial planner

CFP^®, Certified Financial Planner^® and CFP^® are trademarks owned by Financial Planning Standards Board Ltd. (FPSB) and used under license. QAFP^®, Qualified Associate Financial Planner™, QAFP^® and all other trademarks are those of FP Canada™. © 2024 FP Canada™. All rights reserved.

FP Canada™ is a national not for profit education, certification and professional oversight organization working in the public interest. FP Canada is dedicated to championing better financial wellness for all Canadians by leading the advancement of professional financial planning in Canada. FP Canada awards the Qualified Associate Financial Planner™ certification and the Certified Financial Planner^® certification, the world’s most recognized financial planning designation. The information on this website is intended to provide general guidance and insights on various aspects of financial planning, such as choosing the right financial planner, working with a financial planner and achieving financial wellness. The information on this website is not intended to replace or substitute professional advice and FP Canada does not guarantee its accuracy, completeness, suitability, or reliability. Users of this website should consult with a QAFP^® professional or a CFP^® professional before making any financial decisions or taking any action based on the information provided.

Partnering with a Professional Financial Planner

What is Financial Planning?

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Your hub for resources on the value of working with a professional financial planner

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Partnering with a Professional Financial Planner

What is Financial Planning?

Latest Articles

Have You Scheduled Your Mid-Year Financial Check-Up?

How Small Businesses Can Stay Financially Resilient

4 Financial Strategies for Buying a Home as a Young Adult

Featured Articles

How Financial Planners Can Help You Support Family Abroad

6 Ways to Balance Your Financial Priorities

5 Tips for Making Year-End Donations

Talking Money with Your Partner

4 Financial Questions to Avoid Stress in Retirement

6 Tips for Paying Your Debt During Financially Difficult Times

Your hub for resources on the value of working with a professional financial planner

What's next?