Mission & Vision

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 has 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 powerful and reliable professional ecosystems. 

 

The goal of the Financial Planning Association of Canada™ is to set standards and principles that will allow financial planning to evolve into a knowledge-based profession that ultimately commands the credibility, public awareness, and respect of other respected advisory professions. 

We intend to work closely with governments, regulators, financial planners, academia, vendors, and the general public to enshrine the professional structure and ecosystem