The IAFP

The value of the IAFP® Symposium goes beyond the sessions. It is where perspectives shift and ideas take shape. 🔗 #register" target="_blank" rel="nofollow noopener">iafpsymposium.ca/#register

Financial planning is evolving. Expectations are changing. By formalizing a fiduciary standard, the IAFP® is helping define what professional financial planning should look like in Canada. This is leadership. Learn more: iafp.ca

Early Bird pricing for the 2026 IAFP® Symposium is now available. Join financial planners from across Canada for four days of advanced thinking and meaningful dialogue. In Winnipeg or virtually this September. iafpsymposium.ca

A fiduciary standard must be supported by transparency. R.F.P.® professionals are required to disclose not just how they are compensated, but how much. Trust is built on clarity. Learn more: iafp.ca

At the 2026 IAFP® Symposium, Dr. Meghaan Lurtz and Dr. Moira Somers will explore the human side of financial planning, from behaviour and decision-making to advisor influence and client dynamics. Different perspectives. Shared purpose. #register" target="_blank" rel="nofollow noopener">iafpsymposium.ca/#register

“Fiduciary” is often used, but not always clearly defined. For an R.F.P.®, it means a legal and ethical obligation to place the client’s interests first at all times. Clarity matters. Learn more: iafp.ca

The @wealthybarber shared some tips on finding the right financial advisor. We are thrilled that he recognized the wide ranging financial planning knowledge, holistic experience and the strong emphasis on ethics (like our new fiduciary standard) that the RFP® designation carries.

What makes the IAFP® Symposium different? It’s not just what you learn. It’s how you think. From technical depth to meaningful peer exchange, this is where planners come to advance their practice. Early Bird pricing available. #register" target="_blank" rel="nofollow noopener">iafpsymposium.ca/#register

What does it mean to act in a client’s best interest? As of Jan 1, 2026, R.F.P.® professionals must formally attest to a fiduciary obligation. Clear. Enforceable. Transparent. Learn more: iafp.ca

The IAFP® Symposium returns September 23–26, 2026 in Winnipeg. A forum for financial planners to think more deeply about their work and its impact. Early Bird registration is now open. #register" target="_blank" rel="nofollow noopener">iafpsymposium.ca/#register

Financial planning should lead to better outcomes for Canadians. A tax inconsistency is costing some shared custody families up to $4,000 annually. IAFP®, and member Linda Cartier, R.F.P.®, is advocating for change. Learn more: iafp.ca/planners/artic…

IAFP® member Meagan Balaneski joined The Wealthy Barber Podcast to discuss fiduciary responsibility and its importance in financial planning. Her perspective reflects IAFP’s fiduciary standard and the commitment of R.F.P.® professionals to put clients first.

What does fiduciary responsibility actually mean? @MeaganBalaneski explains why it’s a higher bar and how the IAFP (@AdvancedPlanner) added a new fiduciary standard for R.F.P.s in 2026.

IAFP® member Meagan Balaneski, R.F.P.®, recently joined The Wealthy Barber Podcast to discuss the evolving financial planning landscape. Her perspective embodies IAFP’s new fiduciary standard and the commitment of R.F.P.® professionals to act in clients’ best interests.

@justinmanningv @jasonpereira @SunLife @MarkMcGrathCFP @AaronHectorCFP @AravindSitham @adamchapman @j_stock_ As of Jan 1, 2026, R.F.P.’s must disclose their expected compensation when making a recommendation. It’s about time. Wouldn’t you rather work with a financial planner who is transparent about what they will get by making one recommendation vs another? Find a R.F.P. near you.

@jasonpereira you’ve been calling for permanent life insurance compensation reform for some time now and @SunLife just sent out the following announcement @MarkMcGrathCFP @AaronHectorCFP @AravindSitham @adamchapman @j_stock_

Welcome Kairav Shah, CFP®, R.F.P.®, to the IAFP®® Board of Directors! Kairav brings passion, dedication, & strong commitment to advancing professional excellence. We’re excited for his leadership as we continue to elevate the R.F.P.® designation & our profession. #IAFP #RFP

Welcome Chet Brothers, CFP®, R.F.P.®, as a Regent on the IAFP® Board of Directors. Chet brings a strong commitment to integrity, client-first planning, and advancing professional standards as we continue strengthening the R.F.P.® designation. #IAFP #RFP #Leadership

IAFP Introduces Mandatory Fiduciary Attestation for 2026 Membership Renewal as the Institute Marks Its 40th Anniversary Press Release: iafp.ca/planners/wp-co…

Congratulations to Lenore Davis, MA, CFP®, R.F.P.®, on receiving the prestigious Ian Douglas Macdonald Lifetime Achievement Award! Her leadership and dedication have strengthened the IAFP® and elevated financial planning across Canada. #IAFP #RFP #FinancialPlanning

Thank you for making the 2025 IAFP® Symposium a success! We’re already planning ahead—join us Sept 23–26, 2026 in Winnipeg at the iconic Fort Garry Hotel. Registration is open—secure your spot early & save! 🔗#register-now" target="_blank" rel="nofollow noopener">iafpsymposium.ca/#register-now