Financial Planning for Canadians

Partnering with a Professional Financial Planner

Professional financial planners like CFP^® professionals and QAFP^® professionals can help you reach your financial goals. They undergo rigorous training, adhere to strict ethical standards, and commit to serve the best interests of their clients – and no one else. They will work with you on a financial plan to help you achieve financial well-being.

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What is Financial Planning?

Personal finances play an important role in every area of our lives. That includes buying our first homes, saving enough for an enjoyable retirement, managing our money in retirement, devising estate plans and determining the best insurance policies for our households.

Partnering with a Certified Financial Planner^® professional or Qualified Associate Financial Planner™ professional is an investment in your financial future.

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Your hub for resources on the value of working with a professional financial planner

CFP^®, Certified Financial Planner^® and CFP^® logo are trademarks owned by Financial Planning Standards Board Ltd. (FPSB) and used under license. QAFP^®, Qualified Associate Financial Planner™, QAFP^® logo and all other trademarks are those of FP Canada™. © 2025 FP Canada™. All rights reserved.

FP Canada™ is a national not for profit education, certification and professional oversight organization working in the public interest. FP Canada is dedicated to championing better financial wellness for all Canadians by leading the advancement of professional financial planning in Canada. FP Canada awards the Qualified Associate Financial Planner™ certification and the Certified Financial Planner^® certification, the world’s most recognized financial planning designation. The information on this website is intended to provide general guidance and insights on various aspects of financial planning, such as choosing the right financial planner, working with a financial planner and achieving financial wellness. The information on this website is not intended to replace or substitute professional advice and FP Canada does not guarantee its accuracy, completeness, suitability, or reliability. Users of this website should consult with a QAFP^® professional or a CFP^® professional before making any financial decisions or taking any action based on the information provided.

Partnering with a Professional Financial Planner

What is Financial Planning?

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Partnering with a Professional Financial Planner

What is Financial Planning?

Latest Articles

Starting a Family? Remember These Financial Considerations

Back to Basics: What are Interest Rates?

Income Tax Focus

How to Optimize Your Tax Planning

5 Smart Ways to Use Your Tax Refund

Tips to Keep Tax Season Simple

RRSP or TFSA—Which is Better at Tax Season?

Featured Articles

How Your Credit Score Impacts Your Financial Health

Financial Planning 101: The Basics

Your hub for resources on the value of working with a professional financial planner

What's next?