CIFPs is a professional community for financial planning professionals and others who support the advancement of financial planning in Canada. Members may include financial planners, retirement planning professionals, students, educators, industry stakeholders and individuals with an interest in financial planning.

Membership opportunities are available for individuals at different stages of their professional or educational journey, including:

• financial planning professionals and retirement planning professionals in good standing;
• students enrolled in financial planning or related educational programs, who can become Student Members;
• individuals working toward a career in financial planning, who can become Associate Members; and
• individual investors and other interested members of the public, who can become Investor Members.

Our financial planning community is extended to other stakeholders through co-operation, partnerships and alliances. Corporate affiliate memberships are available to firms and organizations wishing to contribute to the financial planning community and support the profession.

CIFPs works to support the advancement of financial planning, promote professional education, and represent the interests of its Members on matters affecting the financial planning profession.

On the international front, CIFPs may work with aligned financial planning organizations and professional associations in other jurisdictions to address common issues and share perspectives that affect financial planning professionals across borders.

CIFPs also values relationships with organizations that support the interests of financial advisors and financial planning professionals at the national and international level. These relationships help CIFPs better understand broader financial, regulatory and economic developments that may affect Canada's domestic economy, the financial planning profession and the interests of its Members.

CIFPs may also participate in meetings, forums and initiatives with financial planning professionals and organizations from other countries to share ideas and best practices for the benefit of Members, both in relation to professional advocacy and practice management.

CIFPs will always be committed to education and to supporting high-quality industry education through its subsidiary, The Canadian Institute of Financial Planning.