A Community for Financial Planners

Learn from your peers. Grow as a professional. Help move the profession forward.

FPAC brings together qualified Canadian financial planners who care about doing excellent work, serving clients well, and building a better future for the profession.

*Full Membership is for qualified, actively practising financial planners in Canada.


*Full Membership is for qualified, actively practising financial planners in Canada.

The Financial Planning Association of Canada™ is a non-profit, volunteer-run organization and a values-based community with members from coast to coast.

Why Planners Join FPAC

Professional growth is better when you don't do it alone.

FPAC is a member-run community for planners who want to keep learning, build meaningful professional relationships, and contribute to the future of financial planning in Canada.

Connect with Peers

Meet and learn from planners across Canada who take the work seriously — without taking themselves too seriously.

Keep Learning

Access education, conversations, events, and resources that help you become the best professional you can be.

Have a Voice

Take part in a community that speaks up for transparent, ethical, client-first financial planning.

Engage & Lead

Share your perspective, contribute to the Forum, volunteer, and help shape where the profession goes next.

Values

An Association That Stands for Something

Quality and conscience come first.

FPAC is on a mission to uplift the Canadian financial planning profession as a whole.

We believe good financial planning should be transparent, unbiased, ethical, and centred on the people receiving the advice.

That is why every FPAC member takes the Fiduciary Pledge — a shared commitment to put clients' interests first and help raise the standard of the profession.

Membership that means more
Membership is not only about what each of us gets individually.

It is also about what we can build together: a stronger professional community, better-informed planners, and a profession worthy of the trust Canadians place in it.

Advocacy

We engage with regulators, media, and the public to stand up for what is right.

Education

We help one another grow through the Forum, member events, conferences, and shared expertise.

Excellence

We are financial planning nerds. To us, success means continuing to improve and doing our best work.

Coast to Coast to Coast

A Cross-Canada Community

Real relationships. Shared ideas. A profession moving forward together.

FPAC members live and work across the country, but they are connected by a shared commitment to better financial planning. The community comes to life through the member Forum, local Meet-Ups, educational events, conferences, volunteer work, and the everyday exchange of ideas between peers.

Members connect through the Forum, local Meet-Ups, education, conferences, and volunteer work — inspired by FPAC's Our Community page.

FPAC Community Hubs
Full Membership

What Full Membership Gives You

Professional value you can use throughout the year.

Full Membership gives practising financial planners access to FPAC's community, learning opportunities, professional resources, and member benefits.

Learn & Grow

Full access to ALL resources, including the Members Forum
Free opportunities for Continuing Education credits
Discounts for conferences, events and E&O insurance

Build Your Professional Profile

Full membership profile on FPAC website
Get featured in media articles giving expert advice

Contribute and Have a Voice

Give back, earn volunteer credits & shape the future of the industry. Full voting rights & eligibility for the Executive & Board Participation

Full Membership
Actively holds a CFP®, R.F.P., F.Pl. or QAFP® designation
$600/year
Full resource library access
Full resource library access
Full resource library access
Monthly
Monthly
Monthly
Monthly
Monthly

Member stories

The work speaks. So do the people.

“FPAC means a lot to me because it feels like I really found my people. The Meet-Ups are a lot of fun, and I learn something on the Forum everyday.”
John Smith
Nanaimo, B.C.
“Being an FPAC member to me is about more than just perks. It’s about being part of a movement that is changing our profession for the better.”
Marg Delahunty
St. John’s, N.L.
“I feel like I am talking about FPAC all the time, because that is the kind of impact it has made on my career.”
Morgan Kidman
Ottawa, Ont.
Tagline

Is Full Membership Right for You?

Full Membership is designed for practising planners who want to be active members of the profession.

FPAC may be a good fit for you if:

you are a qualified, actively practising financial planner
you care about providing transparent, ethical, client-first advice
you want to learn from thoughtful peers across Canada
you value professional community as well as professional development
you want to contribute to the future of financial planning

Not currently practising?
FPAC also offers membership pathways for students, retired planners, and professionals working in adjacent fields.

Student Membership

For people currently enrolled in an eligible financial planning program or completing an approved designation pathway.

Retired Planner Membership

For former practising planners who want to stay connected to the community and the profession.

Affiliate Membership

For professionals in education, technology, media, or related fields who support the financial planning profession.

Membership Questions

A few things you may want to know before joining.

Who qualifies for Full Membership?

Full Membership is for qualified, actively practising financial planners in Canada who actively hold a CFP®, R.F.P., F.Pl. or QAFP® designation.

What is included in the annual membership fee?

Full access to ALL resources, including the Members Forum, free opportunities for Continuing Education credits, and discounts for conferences, events and E&O insurance — plus your full membership profile on the FPAC website, opportunities to be featured in media articles, and full voting rights and eligibility for Executive & Board participation.

Still have questions?

Reach out. We answer every message within two days.

Join a Community That

Cares About the Work

Learn from your peers, build lasting professional relationships, and help move financial planning forward.

We are building something meaningful. You are welcome to be part of it.