Ensuring Excellence

To be assured of excellence you should choose a Certified Financial Planner (CFP) as your financial planner.

All Members are bound by CFP's Code of Professional Ethics which guides our financial planning professionals in their obligation to provide sound financial advice and to maintain high standards of technical competence, morality and integrity.

A Practitioner Member is a personal financial planning practitioner who:

• has attained an academic or professional standing recognized by CFP.
• is currently practicing financial planning and has been engaged regularly and continuously in the practice of financial planning for at least two years immediately prior to his or her application to CFP
• has demonstrated competence in the practice of personal financial planning by submitting an appropriate financial plan
• has been sponsored for membership by at least one CFP member in good standing, and two professional references, both of whom are employed in the financial services industry, and neither of whom is employed by the same company
• maintains 30 hours of continuing education each year
• carries appropriate Errors and Omissions Insurance coverage.

Qualifying for Practitioner membership in CFP and obtaining and maintaining the CFP - Certified Financial Planner designation are not easy tasks and require continuing education. Those who have done so set the standard of excellence in a fast-growing profession whose members bear a large share of the responsibility for the financial future of thousands of Canadians.

By choosing a Member as your financial planner, you are promoting these standards. You will have the  satisfaction of knowing you are dealing with an individual who has achieved the profession's most meaningful distinction.

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