Are you an Advice-Only Planner?

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

Visibility

Have your profile added to this website for increased exposure to those looking for advice-only financial planning.

Continuing education

Receive access to FP Canada CE credits, including Kitces.com.

Apply on FPAC to get listed

Membership in the Financial Planning Association of Canada includes:

Discounts

Receive reduced rates on E&O insurance, conferences, and events.

Networking and support

Receive access to the top financial planning experts through the Financial Planning Association of Canada’s member’s forum, including an exclusive area for advice-only planners.

Professional development

Participate in monthly virtual meetings with other advice-only planners to share planning, business ideas and best practices.

Ready to join?

Join the Financial Planning Association today!

Apply at FPACLearn more about FPAC