Join an in-demand profession that directly contributes to the wellbeing of society. Professional financial planners help manage their clients’ everyday and complex financial needs to help them achieve their goals through a plan that fits their diverse and changing circumstances. Your ongoing guidance will help build your clients’ financial confidence.
Successful financial planners are trusted partners through all phases of their clients' lives.
Help all Canadians achieve financial wellness. Imagine the difference you can make!
FP Canada™ offers two professional financial planning certifications: CERTIFIED FINANCIAL PLANNER® certification and QUALIFIED ASSOCIATE FINANCIAL PLANNER™ certification.
“It’s a relationship business. You think it’s about money, but it’s really about helping to make a difference for people in a holistic way“
As professional financial planners, you must be able to focus on all aspects of your clients' lives and see their needs through a holistic lens. Plus, you will need to understand the behavioural factors that drive their decisions while working with the highest standards of professional responsibility.
FP Canada has termed this approach "3H Financial Planning" - Human, Holistic and Honest.
“My job is about building relationships. My biggest satisfaction is when my clients say, ’I trust you with my money.’ It’s all about building on that trust.“
“My financial planner helps me make sense of the noise. There are so many people out there talking about money but she helps me make sense of it, so that I know what I need to know to make good decisions.“
“The certification material upped my game and level of knowledge. I can now suggest more solutions for my clients and ask some difficult questions. Instead of focusing on one need, I’m able to see a bigger picture for their financial plan.“
QAFP™ certification is a great way to start your career in financial planning. Offered by FP Canada, this certification enables you to understand your clients’ everyday financial planning needs and offer professional financial advice that fits their diverse lives and supports their goals. QAFP certification can also be a stepping stone to CFP certification. This is Where Confidence Begins.
CFP® certification is the world’s most recognized financial planning designation and is considered the ‘gold standard’ for the profession. CFP professionals see their clients’ entire financial picture, no matter how complex, and work together to build a comprehensive financial plan so they can Live Life Confidently™.
RBC Financial Planning, Ontario
"I coach my clients all the time. I don’t play the game - they do - but I am helping them develop and reach their goals."
DLD Financial, BC
"It’s really about how to make someone’s life better, and to make them feel better about what’s going to happen in the future."