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FP Canada™ sets the strategic direction for professional financial planning in Canada and achieves its mandate through two distinct divisions.

FP Canada operates in all provinces except Québec; however, through a strategic partnership with l’Institut de planification financière, the only body in Québec authorized to confer financial planning diplomas, FP Canada’s standards are adopted nationally. There are about 17,000 CFP® professionals and about 1,400 QAFP® professionals (as of June 30, 2024), who meet FP Canada’s standards.  

The FP Canada Institute™

The FP Canada Institute, a division of FP Canada, is dedicated to elevating the practice of financial planning through education and practice support that is affiliated with Canada's most trusted partner in professional financial planning.

Well-suited to a changing, fast-paced world, the Institute offers individuals and industry partners a direct, end-to-end learning path that integrates technical and professional skills education in support of QAFP certification and CFP certification. The FP Canada Institute: Trusted. End-to-End. Excellence.

The FP Canada Standards Council™

The FP Canada Standards Council, a division of FP Canada, establishes and enforces financial planning standards, sets the certification requirements for professional financial planners, and develops and delivers certification exams. The FP Canada Standards Council ensures Qualified Associate Financial Planner™ professionals and Certified Financial Planner® professionals meet appropriate standards of competence and professionalism through rigorous requirements of education, exam, experience and ethics.

 

Strategic Plan

Our 2022-2025 plan focuses on the factors that impact the financial planning profession and shows how FP Canada provides support.

 

Our values

Our values reflect the core principles and beliefs that guide our everyday actions and decision-making.

 

Partners in the profession

FP Canada pursues its mandate with the support of its partners in the financial planning profession.

Governance and management

FP Canada fulfills its mandate under the leadership of its Board of Directors and Executive Leadership Team, with the support of a number of board committees and independent panels.

 

Fairness Commissioner

The Fairness Commissioner is independent of FP Canada and provides an external point of escalation for complaints.

 

Annual reports archive

View previous annual reports from FP Canada.

 

Strategic plan

Our strategic plan outlines the work we’ll do over the next three years toward achieving our vision of realizing “financial wellness for all Canadians”.

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