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The CIFPs Story

For over 45 years, the Canadian Institute of Financial Planning has been dedicated to developing quality, accredited courses based on the highest educational standards for the benefit of financial planning professionals as well as the general public.

CIFP offers a comprehensive suite of courses that satisfy certification and continuing education requirements for those practicing in the financial services sector. CIFP titles qualify as approved continuing education activities to support the Certified Financial Planner® designation, Investment Industry Regulatory Organization of Canada (IIROC) licensing requirements for registered representatives and individuals who are licensed to sell insurance products.

Additionally, CIFP through its CIFPs Retirement Institute is the licensing body for the Registered Retirement Consultant and RRC® and Conseiller en Retraite® and Conseillère en Retraite® and CR® designations. These designations are supported by a rigorous educational program of study and examination, work experience, annual continuing education, code of conduct and ethics and standards of practice. Over 5,000 RRC/CR holders are currently licensed to meet the pre- and post- retirement and life style planning needs of Canadians. With over 2,000 students currently registered in the RRC program, CIFP expects over 6,500 RRC/CR holders serving Canadians within the next 18 months.

CIFP education programs are also frequently subscribed to by non-industry individuals who are simply seeking to enhance their personal knowledge and to improve financial literacy.

In 2002, The Canadian Institute of Financial Planners (“CIFPs”), a professional association, was started by financial planners to provide industry professionals with the highest quality continuing education and support services.

CIFPs continues to be the premier financial planning association in Canada currently representing over 6,500 financial planners and retirement planners from all industry sectors including insurance, mutual funds, securities, banking, credit unions, financial planning firms and fee-based practitioners.

CIFPs also provides a full suite of membership programs including professional development. Annual continuing education requirements in support of the Certified Financial Planner designation can be met in its entirety through the catalogue of CIFPs CE titles pre-approved by Financial Planning Standards Council. In addition, our CE offerings can be used by those on the securities platform and by licensed insurance agents.

Other membership benefits include a Practitioner Guide aligned with the practice standards set out by FPSC, various informational tools, resources and forums, such as the CIFPs Professional Days, a regulatory bulletin service provided by Borden Ladner Gervais ("BLG"), an evolving local chapter network and the only national financial planning conference in Canada.

In 2007, CIFP and CIFPs came together as one organization to provide a complete training and practitioner support offering for financial planning students and their employers. By combining the strengths of both organizations, we are now well positioned to provide a total solution from initial qualification through to post-qualification support. As we are non-profit in the interests of financial planning and the industry, we can provide your firm with the best value proposition including substantial corporate discounts and customized solutions. This means substantial cost savings in today’s difficult times for your training and support budget.

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 FPSC to persons who have met its education standards, passed the FPSC Certified Financial Planner examinations, satisfied a work experience requirement and who have agreed to abide by the FPSC Code of Ethics.

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CP4 - 5/28/2023 11:40:11 AM

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