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About Us

The Canadian Institute of Financial Planners is a non-profit association for Certified Financial Planner® professionals. 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, Registered Retirement Consultants®/Conseillers en Retraite® and Conseillères en Retraite®, associates who have completed their pre-CFP certification education requirements, students who are currently enrolled in a qualified education program leading to CFP certification and concerned and interested investors.

CIFPs advocates on behalf of its members, retirement planners holding the RRC/CR credential and the CFP certification marks with regulators and the public. We won't let them forget that the CFP and RRC/CR marks represent the highest standard for financial planners and retirement planners—here at home, and abroad.




CIFPs does not award the CFP® and Certified Financial Planner® designation. The right to use the marks CFP® and Certified Financial Planner® is granted under license by Financial Planning Standards Council to persons who have met its education standards, passed the FPSC Certified Financial Planner Planner® examinations, satisfied a work experience requirement and who have agreed to abide by the FPSC Code of Ethics.

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