The home for financial planners

As a financial planner certified by FP Canada™, you make a meaningful difference in your clients’ lives. To support your work, we’ve developed resources to help you show your clients the value of financial planning.

Log in to your account for custom resources that include renewal and continuing education information, promotional materials, the latest research studies, social media tips and resources for you to share with clients.

Market yourself

Showcase your certification Mark. Find information about using your Mark correctly in a variety of ways to promote yourself as a QAFP professional or CFP professional.

Enhance practice

Stay at the forefront of your career. Research findings and industry news keep you up-to-date. Practice support tools help you meet your professional obligations and your clients’ needs.

Client resources

Raise awareness and boost understanding about the benefits of professional financial planning. Share the FP Canada consumer website, Financial Planning for Canadians, with your clients. Encourage them to sign up to our quarterly e-newsletter, Here’s the Plan.

Maintain your certification

Keep your certification up-to-date. Renew your certification with FP Canada every year to retain your right to use the QAFP Marks or CFP Marks.

Get involved

Volunteers play many roles across FP Canada. Find out how to get involved, including start dates, eligibility requirements and time commitments.