The IAFP

The Institute of Advanced Financial Planners grants the R.F.P. designation - the most advanced financial planning designation in Canada since 1986. #IAFP2023

[The IAFP @AdvancedPlanner]

Emergency savings can help clients avoid costly debt and unplanned withdrawals when the unexpected happens. Discover why they deserve a more deliberate place in financial planning.
Read more: https://t.co/nqJDymh9vF

[The IAFP @AdvancedPlanner]

What kind of experience are you creating for your clients? Customer experience expert Dennis Moseley-Williams joins us as a keynote speaker at the 2027 IAFP® Symposium in Penticton.
Register Now: https://t.co/rNPZp2gUOY

[The IAFP @AdvancedPlanner]

Professional growth isn’t only about what you learn. It’s also about who you learn from. IAFP membership connects financial planners with a professional community to exchange ideas, share perspectives and continue learning.
Learn more: https://t.co/v0IrGOESEZ

[The IAFP @AdvancedPlanner]

What makes financial advice truly valuable? Brian Portnoy, Ph.D., CFA, explores the human capabilities that make advice more meaningful and effective.
Hear from Brian at the 2027 IAFP® Symposium in Penticton.
Register Now: https://t.co/rNPZp2gUOY

[The IAFP @AdvancedPlanner]

Asset management is about more than investments. It’s about connecting each decision to a client’s broader goals. Explore why strategy should come before product.
Read more: https://t.co/2a3tqpzoPq

[The IAFP @AdvancedPlanner]

Penticton is calling! The 2027 IAFP® Symposium is heading to British Columbia.
Register now to secure your place and take advantage of our lowest available rate before pricing increases.
Register now: https://t.co/rNPZp2gUOY

[The IAFP @AdvancedPlanner]

Financial advice should begin with the client, not the product.
The R.F.P.® Fiduciary Standard reinforces advice guided by clients’ needs, goals and long-term well-being, rather than product sales or outside influence.

Learn more: https://t.co/VznU4m76a6

[The IAFP @AdvancedPlanner]

See you in Penticton!

The 2027 IAFP® Symposium is heading to British Columbia. After this year’s in-person event sold out, now is the time to plan ahead.

Register for 2027 with an exclusive advanced price for a limited time: https://t.co/rNPZp2gUOY

[The IAFP @AdvancedPlanner]

Thank you to our delegates, virtual attendees, speakers, sponsors and partners for making the 2026 IAFP® Symposium one to remember.

We’re grateful to everyone who came together to learn, connect and move financial planning forward.

[The IAFP @AdvancedPlanner]

David Chilton had the room engaged from start to finish at the 2026 IAFP® Symposium in Winnipeg.

Insightful, entertaining and memorable, his session was a definite highlight.
Thank you, David, for an incredible session!

[The IAFP @AdvancedPlanner]

The 2026 IAFP® Symposium starts tomorrow!

In-person is sold out, but there’s still time to join us virtually for three days of advanced education, expert speakers and practical insights.

Last chance to register: https://t.co/aUlalJGPba

[The IAFP @AdvancedPlanner]

What happens to your client’s financial plan when an aging parent suddenly needs care?

Caregiving can disrupt savings, retirement plans and cash flow. Financial planners can help families prepare before a crisis occurs.

Read more: : https://t.co/0ncLTfkF66

[The IAFP @AdvancedPlanner]

One week to go!

In-person registration for the 2026 IAFP® Symposium is sold out, but there’s still time to join us virtually for three days of advanced education, expert perspectives and practical insights.

Register: https://t.co/aUlalJGPba

[The IAFP @AdvancedPlanner]

Charitable giving may matter to your clients. But is it part of their estate plan?

Many Canadians value philanthropy, yet far fewer have discussed how giving fits into their estate plans.

Discover how advisors can help close the gap.

Read more: https://t.co/fwzmr4aAiS

[The IAFP @AdvancedPlanner]

Succession planning. AI. Wealth management. Financing. Private fund liquidity.

Choose where you want to go deeper with six breakout sessions at the 2026 IAFP® Symposium.

Join us virtually this September: https://t.co/aUlalJGPba

[The IAFP @AdvancedPlanner]

What happens when retirement lasts 25 or 30 years?

Longer lives are changing the conversations financial planners need to have about family, caregiving, purpose, legacy and wealth.

The Longevity Portage explores the evolving advisor role.

Read more: https://t.co/XkgJ6zKjnE

[The IAFP @AdvancedPlanner]

Death. Taxes. And the family cottage.

At the 2026 IAFP® Symposium, Andrew Cairns explores how reverse mortgages can help affluent families manage tax liabilities and navigate cottage succession.

Join us virtually: https://t.co/aUlalJGPba

[The IAFP @AdvancedPlanner]

Trust requires transparency.

The R.F.P.® Fiduciary Standard reinforces clear disclosure of compensation and potential conflicts as part of a broader commitment to accountability and clients’ best interests.

Learn more: https://t.co/VznU4m76a6

[The IAFP @AdvancedPlanner]

Succession planning isn't just about selling a business.

Join Pier-Alexandre Drouin of Fidelity Wealth Management as he explores what drives successful succession planning and how advisors can prepare for what's next.

Register: https://t.co/oOVWTRFA9e

[The IAFP @AdvancedPlanner]

Clients rarely arrive with just one question.

Retirement. Tax. Estate planning. Family. Technology.

The 2026 IAFP® Symposium reflects the realities of modern financial planning through integrated learning based on real client situations.

https://t.co/oOVWTRFA9e