Financial Planning Standards Council (FPSC)

As a professional standards-setting and certification body working in the public interest, FPSC’s purpose is to drive value and instill confidence in financial planning. FPSC ensures those it certifies (Certified Financial Planner® professionals and FPSC Level 1® Certificants in Financial Planning) meet appropriate standards of competence and professionalism through rigorous requirements of education, examination, experience and ethics. 

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The Canadian Institute of Financial Planners (CIFPs)

The Canadian Institute of Financial Planners is a non-profit association of Canadian CFP® professionals. With a focus on the CFP designation, the association is an independent, effective and powerful advocate for the CFP certification marks and the financial planning profession in Canada. Membership is open to all Canadian CFP professionals, Associates who have completed their pre-license educational requirements and Students who are currently enrolled in a qualified educational program leading to CFP certification, and concerned investors. CIFPs will advocate on behalf of its members and the CFP certification marks with regulators and the public.

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The Institute of Advanced Financial Planners (IAFP)

The Institute of Advanced Financial Planners and its hallmark professional designation, the R.F.P.® (Registered Financial Planner™) represent the highest standard of excellence in the competency of financial planning. The Institute exists to provide a level of assurance and peace of mind to the public when they are seeking advisors capable of delivering advanced financial planning solutions. R.F.P.s are dedicated planners, capable of providing impartial, comprehensive advice for complex cases, and committed to furthering the financial knowledge and well-being of Canadians.

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The Institut québécois de planification financière (IQPF)

The Institut québécois de planification financière (IQPF) contributes to the protection and economic well-being of Quebec consumers by overseeing the training and qualification of financial planners. For over twenty years, the IQPF has been working to make personal financial planning a full-fledged professional discipline, staying at the leading edge of developments and trends in the financial services industry. The Quebec government recognizes the IQPF as the only institution authorized to award the financial planner diploma and monitor the professional development of its graduates. Currently, 5,000 financial planners are authorized to practise the profession.

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