About the Coalition

Members of the Financial Planning Coalition have come together to work towards establishing a framework for the official recognition of the financial planning profession that will best serve the public interest of Canadians.

Members include: Canadian Institute of Financial Planners (CIFPs), Financial Planning Standards Council (FPSC), the Institute of Advanced Financial Planners (IAFP), and the Institut québécois de planification financière (IQPF).

Each Coalition member organization has a mandate that supports professional standards in financial planning, is committed to serving the public interest, and engages in the education, certification and/or oversight of financial planners.