The FP Canada™ strategic plan is based on our belief that the financial planning profession directly contributes to the well-being of society. It focuses on five factors that are impacting the financial planning profession and shows how FP Canada will provide support. We will:

  • Increase communication about the value and high standards of professional financial planning
  • Take action to explore the impact of technology on financial planning
  • Enhance diversity of our students and financial planners to reflect all Canadians
  • Help consumers understand the benefits of financial advice that takes their whole lives into account
  • Adapt our certification pathways to meet the needs of aspiring financial planners and industry

Strategic Plan 2022-2025

Our strategic plan focuses on the factors that impact the financial planning profession and shows how FP Canada will provide support.

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Progress Report 2022-23

Our strategic plan progress report outlines the steps we’ve taken to achieve the goals of IMAGINE 2030, our vision for the future where all Canadians have financial confidence and well-being by the year 2030.

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IMAGINE 2030

Find out more about IMAGINE 2030 and read the benchmark report.

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