Your choice of financial planner is an important one. An appropriately qualified professional has the ability to safeguard and enhance your financial and overall well-being, both today and in the future.
All current CFP® professionals and FPSC Level 1 certificants will have their name, level of certification, status and location included in this directory. If they have provided additional details, they can be viewed by clicking on an individual’s name. Please note that contact information is not verified by FPSC.
If you would like more information about using this tool, or if you cannot find the individual you are searching for, please refer to our FAQs or contact us at firstname.lastname@example.org, 416-593-8587 or 1-800-305-9886.
The current certification status of a CFP professional or FPSC Level 1 certificant is automatically listed.
In addition, FPSC publishes Reports on Disciplinary Actions and public notice of upcoming Enforcement Hearings, where applicable, in the impacted profile.
This tool should be used as a resource to select a qualified planner in your region. While it is not an endorsement of any individual planner, you can rest assured that those listed on the tool have met FPSC’s rigorous certification standards and are in good standing with FPSC.
Learn more about financial planning and how to find the right planner for your individual needs.
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Please note: The Find a Planner or Certificant search tool is available on FPSC's public website and as such is subjected to complete public access. FPSC does not monitor or control the use of information obtained through this publicly accessible tool.
CFP®, Certified Financial Planner® and the logo are certification trademarks owned outside the U.S. by Financial Planning Standards Board Ltd. (FPSB).
Financial Planning Standards Council is the marks licensing authority for the CFP marks in Canada, through agreement with FPSB. All other ® are registered trademarks of FPSC, unless indicated.
Copyright © 2016 Financial Planning Standards Council. All rights reserved.