Find a Financial Advisor/Planner
It is important that you have confidence and trust in the person you are engaging to guide you with your financial planning needs. To remain a CIFP credential holder in good standing, Financial Planners and Financial Advisors must meet a rigourous standard of proficiency and ongoing professional development and agree to abide by the highest standards of professionalism and ethical conduct.
We encourage you to use the ‘Financial Advisor/Planner’ tool to search for the professional with whom you are working with or with whom you are considering working with to learn of his or her status with regards to the following Financial Planning or Financial Advising designations:
You can learn more about each of these credentials in the Designations section of this site.