There are differences between QAFP® certification and CFP® certification. Understanding them can help you choose a professional financial planner to best suit your needs.
Both QAFP professionals and CFP professionals must adhere to the FP Canada Standards Council™ Standards of Professional Responsibility.
The standards include a Code of Ethics, Rules of Conduct, Fitness Standards and Practice Standards.
What you need from your professional financial planner is often very different from what someone else needs. Here are some questions and considerations to ask yourself – and your potential planner – as you chart your course to financial well-being.
Working with a CFP professional or QAFP professional who you trust will help you succeed, no matter your age, income, or background. Get to know just a few of the professional financial planners working across Canada below!