IAFP

Our board of directors is made up of volunteer IAFP® members who have attained the R.F.P.® designation. Currently, our membership numbers over 300 financial planners and associates from across Canada. IAFP® members are committed to planning before product; that means respecting our six-step financial planning process, abiding by our code of ethics and practice standards, and transparency by providing a written letter of engagement to prospective clients that clearly discloses compensation options... We are committed to bringing value to the public and honour to the financial planning profession. To ensure the highest level of excellence and ethics to the industry, we have created the R.F.P.® designation. The designation requires continuous educational improvement. Members are required to attain 30 Continuing Education credits annually, which can be completed at our annual Symposium or other advanced financial planning educational courses... Home of the Most Respected Planners in..

Also known as: Institute of Advanced Financial Planners™

Primary location: Vancouver