Financial planning is a unified, recognized profession, deemed essential by society
All Canadians have the financial confidence and wellbeing they need
All Canadians have access to professional financial planning that supports their diverse needs
CANADIANS
Canadians have embraced and have confidence in financial planning as an important professional service on the path to financial wellness
THE PROFESSION
The profession operates in the public interest; is accessible and inclusive; is holistic and client-centric; and remains current and relevant to Canadian society
INDUSTRY
Industry embraces professional financial planning, always in the client’s best interest
FP CANADA
FP Canada leads the evolution of financial planning as a unified profession that all Canadians can confidently rely on to deliver at consistently high standards
GOVERNMENT
Governments recognize financial planning as a profession and support its broad accessibility, through appropriate policy and regulatory frameworks