The Evolution of the Financial Planning Industry
To evolve the financial planning industry into a profession of qualified practitioners with the highest ethical and fiduciary standards, focused on bettering the lives of all Canadians.
Since the 1950s, the financial planning profession in Canada was grown primarily as a precursor to financial product sales. By contrast, accounting, legal, and medical professions have developed over hundreds or even thousands of years based on trust and advice, creating robust and reliable professional ecosystems.
The Financial Planning Association of Canada™ works set standards and principles for our members that support the evolution of financial planning into a knowledge-based profession which ultimately commands the credibility, public awareness, and respect of other respected professions.
We work closely with governments, regulators, financial planners, academia, vendors, and the general public to enshrine the professional structure and ecosystem