Why work with a Personal Financial Planner (PFP^®)?

When choosing a financial advisor to work with it is important to understand their personal experience with investing, their tenure in the business and the standards that are held.

The Personal Financial Planner (PFP®) designation is a leading credential for comprehensive financial planning in Canada, recognized by Canada's largest financial institutions. It ensures that financial professionals have the knowledge and skills to address all aspects of a client's financial situation.

Accredited by the American National Standards Institute to ISO 17024, which acknowledges meeting global standards for certifications, Canadian Securities Institute (CSI) ensures PFP professionals meet the highest standards of competence and professionalism.

The PFP® Professional Competency Profile is the foundational document for the Personal Financial Planner (PFP®) designation that describes the required competencies.

These can include knowledge, skills and abilities of professionals awarded the designation. The Competency Profile is the defining resource for what a financial planner can and should do in practice.

A PFP can help you to develop more robust financial plan by effectively managing all aspects of your financial situation including:

• Insurance
• Investments
• Retirement
• Estate planning and tax strategy.
• Tax strategy

Practical 'how-to' approaches to collaborate with other industry experts to create a more comprehensive financial planning strategy.