Home | Login | Contact Us

About Us

» The CIFPs Story
» Staff
» Board of Directors - Community Locations
» Mission
» Vision
» Stakeholders
» Member Programs
» Charities We Support
» Contact Us

2025 CIFPs National Conference

2024 CIFPs National Conference

2023 CIFPs National Conference

Previous National Conferences

CIFPs Professional Days

CIFPs Ethical Conduct Sessions

Retirement Canada Dialogue 2023

Retirement Canada Dialogue 2022

Continuing Education - 2024

E&O Insurance for Members

Support Us

Investor Centre

Media Centre

Regulatory Map of Canada

Helpful Websites


Provide the Best and Most Cost Effective Professional Services to Members through our Organizational Objects:

  • To collectively represent CIFPs members on matters of common interest before governmental and regulatory bodies and any other organization or persons

  • To support the Financial Planning Standards Council in achieving its mission and vision

  • The provision to Members and other persons to whom knowledge of financial planning will be beneficial, whether in connection with their business or their personal activities, of opportunities to acquire and improve such knowledge

  • The research, development and administration of educational programs concerning financial planning and matters related thereto, including programs intended to be offered by the corporation and programs intended to be offered by others

  • The development of facilities and techniques for the dissemination of non-partisan information to the general public of information relating to financial matters

  • The development of relationships with other institutes and associations carrying on activities in areas relevant to the work of the corporation, in order to foster a system of shared facilties, services and information

  • To provide overall policy direction to its chapters and any affiliated bodies

  • To co-ordinate relations among its chapters and affiliated bodies

  • To provide such benefits to its Members as deemed by the Board to be in the best interests of Members

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

  • Copyright ©2002-2024 www.CIFPs.ca. All rights reserved.

    CP4-DR - 7/21/2024 12:34:40 PM

    Hosted by Ekkum Inc.