The Standard in Financial Planning

What is a Certified Financial Planner® professional?

A Certified Financial Planner® professional – recognizable by the CFP® marks after a planner’s name – has achieved and maintains internationally recognized standards of knowledge, skills, abilities and ethics. The CFP designation provides assurance to Canadians that the design of their financial future rests with an appropriately qualified professional who will put clients’ interests ahead of their own.

The CFP designation is recognized internationally for excellence in financial planning. There are approximately 17,000 Certified Financial Planner professionals across Canada, part of an international network of more than 170,000 CFP professionals in 26 territories around the world.

Why is the designation of your financial planner so important?

In most Canadian provinces, there is no legislated standard in place for those who offer financial planning services. With the exception of Quebec, people who call themselves financial planners are not required to obtain any credentials whatsoever.

CFP professionals demonstrate their financial planning competence through extensive education, a rigorous standardized national examination process, comprehensive continuing education requirements and accountability to FP Canada for a code of ethics, practice standards, and the rules and regulations of their professional body.

Look for the CFP marks to ensure you are receiving the standard in financial planning. Don’t settle for less. If you need a qualified professional to help you take charge of your finances, FP Canada’s Find Your Planner tool can put you in touch with someone in your area.

For more on finding a professional financial planner who’s right for you, read Choosing a financial planner and 8 key traits of an ethical financial planner.