Our value proposition

At FP Canada, we dedicate our efforts to making sure that Canadians know who to trust when it comes to financial planning, so they can feel confident in their financial futures. That’s why we educate, train, and grant certification only to those that meet the highest standards of excellence: CFP® professionals and QAFP® professionals.

In developing our 2025-2030 strategic plan, we leveraged our organizational strengths and brand reputation, while focusing on our purpose of championing better financial wellness for all Canadians.

FP Canada and the certifications we provide are recognized within the financial services community as the gold standard for professional financial planning.

Excellence in certification is driven by the investment we have made in the certification standards and professional standards developed and overseen by the FP Canada Standards Council™.

 

Through the FP Canada Institute™, we define the body of knowledge expected of financial planners certified by FP Canada and develop relevant and high-quality technical and professional education for both aspiring financial planners on the path to QAFP certification or CFP certification and existing financial planners.

FP Canada is a member of a global community of financial planning organizations with a shared commitment to establish, uphold, and promote high standards in professional planning.

FP Canada actively works with the Financial Planning Standards Board (FPSB) and other affiliates around the world to advance financial planning as a global profession.

 

FP Canada has an engaged and highly competent staff who work closely with a dedicated community of volunteers allowing us to achieve significantly more than other organizations of similar size and scope.



 
 

How we will accomplish our vision

  • We’ll stay true to our values of collaboration, leadership, excellence, innovation, and trust
  • We’ll work with education providers and industry employers to expand the diversity of CFP professionals and QAFP professionals providing planning advice to Canadians
  • We’ll work with governments to promote policy solutions to enhance access to comprehensive financial planning from professionals with the appropriate skills, competencies, and ethics
  • We’ll support our CFP professionals and QAFP professionals in leveraging technology to meet the needs of a new generation of Canadians, while promoting the importance of the human touch in delivering empathetic and nuanced financial planning
  • We’ll support the Canadian Foundation for Financial Planning to provide financial literacy and pro bono financial planning services to vulnerable Canadians  
 

Explore highlights from our strategic plan

 

Strategic plan overview

Find out more about FP Canada’s five-year strategic plan and our vision behind it.

Introduction

Key opportunities

Discover the key trends and opportunities that we see impacting our strategic plan.

Opportunities

Our strategic priorities

Learn more about our three strategic priorities and how we will measure success.

Strategic priorities

 
 

With collaboration among all stakeholders across the profession, we are confident that our 2025–2030 strategy will allow us to help more Canadians access the professional financial planning advice they need to achieve financial well-being.

Read the full FP Canada 2025-2030 Strategic Plan.

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