Your Certified Financial Planner® professional or Qualified Associate Financial Planner™ professional is here to
help you understand your financial situation, identify your financial needs and achieve your financial goals.
They can work with you to create, implement and modify a financial plan to start achieving your goals, set your financial priorities when you have competing needs for limited money and protect your family from the unexpected. But taking the first step can be intimidating.
Fortunately, knowing what to look for in a planner and asking the right questions can help you get started.
Ask your QAFP professional or CFP professional if they have ever been disciplined by any organization that oversees their conduct. Failure to comply with FP Canada’s Standards of Professional Responsibility can result in professional discipline. The FP Canada Standards Council reviews all complaints about QAFP professionals and CFP professionals through a rigorous process. All disciplinary hearing reports are published on FP Canada’s website, and disciplinary history is linked to our Find Your Planner tool.