Members of the Financial Planning Association of Canada™ have made a commitment that goes above and beyond the basic requirements of their designations.

Commitment to the Profession

FPAC members are committed to further professionalizing financial planning, for the greater good of both Canadians who receive this service and those who provide it. Through our current standard, our members are taking action to ensure that financial planning services in Canada are in a constant state of growth, innovation, and improvement.

Commitment to Integrity

The FPAC Members’ pledge to act as a fiduciary states our intention to always act in the best interests of our clients - even if those interests are not in line with our own. This commitment to integrity and objectivity improves outcomes for every client who benefits from the financial planning profession. 

This pledge is not required by regulators anywhere in the country, and the concept has been actively campaigned against in the financial services industry since it could create liability for the individuals who make it. FPAC members are so committed to providing the best possible service to their clients that they are willing to put their own careers on the line.  

Commitment to Canadians

We believe that our commitment to the profession and to integrity is in the best possible interests of all Canadians. Professional financial planning improves economic outcomes for individuals, which in turn improves those outcomes for their families, their communities, and the country as a whole.