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About Us
2025 CIFPs National Conference
2024 CIFPs National Conference
Previous National Conferences
CIFPs Professional Days
CIFPs Ethical Conduct Sessions
Retirement and Investment Conference 2025
Continuing Education - 2024
E&O Insurance for Members
Support Us
Investor Centre
Media Centre
Regulatory Map of Canada
Helpful Websites
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Mission
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.
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