The Canadian Institute of Financial Planners offers a broad array of membership benefits to support financial planning professionals, retirement planning professionals, students and other members of the financial planning community.

• Errors and Omissions Insurance
  Access to professional insurance options to help Members protect themselves and their practices.
• Advocacy
  Strong advocacy on specific and broader issues affecting the financial planning profession and financial services industry in Canada, including representing CIFPs Members on matters of common interest before governmental and regulatory bodies and other organizations or persons.
• Media and Communications
  Promotion of Members' views and interests to the public through media and other communication channels to help build and support a strong financial planning profession.
• Research Services
  Research and information that supports advocacy and assists Members in their professional development and practices.
• Networking and Education
  Opportunities to connect with peers and enhance professional knowledge through the annual national conference, technical conferences, seminars, webinars and other educational events.
• Information
  Information to help Members stay current with industry trends, financial planning developments, regulatory changes, events and professional practices through newsletters, the CIFPs website, publications and other member resources.
• Online Content and Resources
  Access to educational and reference resources in areas such as financial planning, retirement planning, mutual funds, insurance, compliance, practice management and other topics relevant to financial planning professionals.
• Professional Development
  Access to a comprehensive professional development program designed to help Members maintain and enhance their knowledge, skills and professional competency.
  • Continuing education courses and professional development resources covering financial planning, retirement planning, investments, insurance, ethics, compliance and other areas relevant to the financial services industry.
  • An annual financial planning publication, Current Trends and Issues in Financial Planning, providing updates on technical, administrative, legislative and regulatory developments.
  • Professional development seminars and events that use case studies, peer discussion and practical examples to support critical thinking and the application of financial planning concepts.
  • Regulatory and industry updates to help Members understand issues that may affect their practices and professional responsibilities.
  • Educational pathways, partnerships and recognition opportunities that may support Members' ongoing academic and professional development.
  • Affinity and member discount programs, where available, for products and services relevant to financial planning professionals and their practices.

CIFPs is committed to supporting Members through education, advocacy, professional resources and opportunities to connect with the broader financial planning community.