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]

A fiduciary approach is not focused on the next decision. It is focused on the long-term outcome.

That is the responsibility behind the advice.

That's the R.F.P.® difference.

#IAFP #FiduciaryStandard #RFP

[The IAFP @AdvancedPlanner]

A client asks how you are compensated.

Under a fiduciary standard, the answer is clear and complete.

Transparency is not optional. It is fundamental to trust.

[The IAFP @AdvancedPlanner]

Are Canadians relying too heavily on public pensions?

At the 2026 IAFP® Symposium, Tanya Staples examines how that confidence may be shaping retirement outcomes.

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[The IAFP @AdvancedPlanner]

A fiduciary standard shows up in moments of recommendation.
Not what is convenient, but what is truly in the client’s best interest.

For an R.F.P.®, that obligation is clear.

Learn more: https://t.co/6jpd2K2Utd

[The IAFP @AdvancedPlanner]

The value of the IAFP® Symposium goes beyond the sessions.
It is where perspectives shift and ideas take shape.

🔗 https://t.co/aUlalJGPba

[The IAFP @AdvancedPlanner]

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: https://t.co/WCwKXtONiF

[The IAFP @AdvancedPlanner]

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.
https://t.co/oOVWTRFA9e

[The IAFP @AdvancedPlanner]

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: https://t.co/WCwKXtONiF

[The IAFP @AdvancedPlanner]

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.
https://t.co/aUlalJGPba

[The IAFP @AdvancedPlanner]

“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: https://t.co/WCwKXtONiF

[The IAFP @AdvancedPlanner]

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.

[David Chilton @wealthy_barber]

Part 3: Dave shares how to actually choose the right financial advisor—from credentials to chemistry.

[The IAFP @AdvancedPlanner]

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.
https://t.co/aUlalJGPba

[The IAFP @AdvancedPlanner]

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: https://t.co/WCwKXtONiF

[The IAFP @AdvancedPlanner]

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.
https://t.co/aUlalJGPba

[The IAFP @AdvancedPlanner]

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:
https://t.co/QofURSpdwF

[The IAFP @AdvancedPlanner]

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.

[David Chilton @wealthy_barber]

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.

[The IAFP @AdvancedPlanner]

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.

[The IAFP @AdvancedPlanner]

@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.

[The IAFP @AdvancedPlanner]

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