Strategic Plan

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