We believe that professional financial planning is important to society. And that professional financial planners must have excellent education, relevant experience and strong professional ethics to help Canadians achieve financial well-being. 

As a Qualified Associate Financial Planner™ professional or Certified Financial Planner® professional certified by FP Canada™, you are accountable to high standards of practice, conduct and competence throughout your career. You must commit to put your clients’ interests first, and to demonstrate the care, skill and diligence expected of all professionals.

 

Commitment to high standards

The FP Canada Standards Council™ sets, maintains and enforces Standards of Professional Responsibility.

 

Disciplinary rules and procedures

The FP Canada Standards Council publishes information on standards, policies and guidelines for the financial planning profession. 

Standards of Professional Responsibility

The Standards are the cornerstone by which QAFP® professionals and CFP® professionals practice.

 

Enforcing the standards

Enforcement of the standards protects the public interest and the reputation of the financial planning profession.

 

Need help?

FP Canada provides information and guidance to QAFP professionals and CFP professionals at all stages of their careers.

Certificant and Student Services is available Monday to Friday, 9:00 AM to 5:00 PM ET.

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