Are you an advice-only planner interested in joining?

Advice-only financial planners that are full members of the Financial Planning Association of Canada have access to continuing education credits and resources (including Kitces.com), discounts on conferences, events, and E&O insurance, and access to a member’s forum where financial planners may ask and answer financial planning questions.

Advice-only planners receive access to an advice-only planner area of the forum and a profile on this web site. There are also monthly virtual meetings where advice-only planners discuss best practices and share ideas.

Advice-only financial planners that are Certified Financial Planner (CFP®) professionals or Qualified Associate Financial Planner (QAFP™) professionals, adhere to the five key principles of advice-only planning, and are full members of Financial Planning Association of Canada are encouraged to join.