The IAFP retweeted
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 retweeted
Ever wondered about the difference between standard financial advisors and Registered Financial Planners in Canada? @AaronHectorCFP shares insights on the @AdvancedPlanner and the path to becoming an RFP on the latest #FPBO127 episode. Don't miss it! youtu.be/q08MewHn000
The IAFP retweeted
Are you a financial planner with the QAFP™, CFP®, or R.F.P.® designation? If so, sign up to compete in the Financial Planning Association of Canada's (@fpacanada) 2025 Financial Planning Awards. Show the industry what you're made of by showcasing your best work and seeing how it stacks up against the top financial planners in Canada. Competitors must submit a detailed, redacted financial plan that showcases their expertise in client-focused, ethical planning. (See link to website below for more details.) The awards will be presented at the Institute of Advanced Financial Planners' (@AdvancedPlanner) annual Symposium, which takes place Sept. 25-27 in Nanaimo, B.C.
fpassociation.ca/fpac-awards
The IAFP retweeted
Make sure to apply for the 2025 Financial Planning award!
We are excited to have the winner announced at the IAFP Symposium this fall!
It’s official — the Financial Planning Awards are back this year to celebrate the best of the best in our field.
The FP Awards are your opportunity as financial planners to show off your skills.
🏆To demonstrate your expertise in client-centred financial planning.
🏆To be recognized as a leader among your peers.
🏆To showcase what it means to be a financial planner.
This could be your career-making moment.
The moment your name becomes synonymous with effective and ethical planning.
With all the doors that will open for you.
Between vital career connections …
And the clients who will come to you as a trusted figure in their future financial success.
It’s a chance for everyone to get a glimpse of the future of the financial planning profession.
And to learn from one another.
All entries will get some expert critique from our panel of seasoned professionals.
Finalists will gain national recognition.
And the winner will get their name marked down in Canadian financial planning history.
And free entry, round-trip flights and accommodations for this year’s IAFP Annual Symposium in Nanaimo, B.C. this September to attend the awards live.
The Awards aren’t exclusive to FPAC members — they’re open to anyone with a QAFP™, CFP®, or R.F.P.® designation.
The Awards officially open TODAY — March 3rd.
So now’s the time to learn more and put your name forward at: fpassociation.ca/fpac-awards
The IAFP retweeted
It's an honor to have gotten to know Aaron over the years. First on here, then in real life. @AdvancedPlanner is in great hands.
Also highly recommend the Symposium (late-Sept in Nanaimo) to ALL real financial planners in Canada. You don't need to be a member to attend, get a ton of CE credits (pretty much make up your whole CFP CE requirement, including Professional Responsibility credits) and you will actually learn and be challenged intellectually throughout.
January 1, 2025
Today marks an important day in my career as I step into the role of President for the Institute of Advanced Financial Planner (@AdvancedPlanner). The IAFP is an organization with a strong history of elevating the professionalism of financial planning in Canada.
The IAFP retweeted
January 1, 2025
Today marks an important day in my career as I step into the role of President for the Institute of Advanced Financial Planner (@AdvancedPlanner). The IAFP is an organization with a strong history of elevating the professionalism of financial planning in Canada.
The IAFP retweeted
Are you planning to age in place? Here are some cost estimates that you should plan for. As our boomer population ages planners need to consider these costs. #iafpsymposium2024 @AdvancedPlanner
The IAFP retweeted
The Institute of Advanced Financial Planners (@AdvancedPlanner) intends to introduce a new fiduciary standard for those who hold the registered financial planner designation, beginning in 2026. @AaronHectorCFP, the IAFP’s vice-president and symposium chair in Calgary, says the standard will elevate the professionalism of financial planning in Canada, and could attract more interest in membership. “We see a growing appetite and willingness to state fiduciary values publicly,” Mr. Hector says. “The values are holding your client’s best interest over your own. You have a duty of fidelity, honesty and complete disclosure to your clients. You can’t act with self-interest.” He spoke with @deannegage.
theglobeandmail.com/investin…
The IAFP retweeted
When I look back on my career, many years from now, this is something I know I'm going to be extremely proud to have been a part of.
IAFP to adopt fiduciary standard for RFP designation holders
investmentexecutive.com/news…
The IAFP retweeted
I started attending the @AdvancedPlanner conference, the top conference for advanced financial planning topics in Canada.
This year, @LoonieDoctor and I will be speaking about investing in a Canadian corporation.
The IAFP retweeted
Which of these three video clips are 100% AI generated and which is actually me?
Answers on the full video on my channel: youtu.be/d3626gL14lM?si=r92r…
The IAFP retweeted
As a first-timer it was a great experience, and will definitely be there in Gatineau next year. Great presentations and great to make acquaintances with the best of the best financial planners in Canada!
The IAFP retweeted
Peter Bowen from @Fidelity is going to give us the rundown on what’s new in #tax for 2023. @AdvancedPlanner #IAFP2023
The IAFP retweeted
@preetbanerjee is one of the highlights of this conference. I got to read his amazing and insightful research before the conference, and he is a skilled presenter. Great job @AdvancedPlanner bringing him to #YEG for #IAFP2023
The IAFP retweeted
When your conference theme is “the big bang theory” this is considered acceptable attire
@AdvancedPlanner
The IAFP retweeted
Having burgers at Flat Boy in #yeg @AdvancedPlanner crew @MarkMcGrathCFP @jasonpereira @preetbanerjee @lewlewlemonn @AravindSitham @JasonWattBCC @tweetsbyvik @AaronHectorCFP
The IAFP retweeted
Packing for @AdvancedPlanner Symposium:
- clothes ✅
- laptop ✅
- 6 kinds of Hot-sauce ranging from 300,000 to 5,000,000 Scoville units ✅
- tripod and gimbal to hold camera in order to capture @MarkMcGrathCFP’s tears and possible moment of death ✅
Looks like I am good to go
The IAFP retweeted
@miazekcfp #TEtalks Agreed. The term #financialplanner should only be used by those with a designation #CFP #RFP
The IAFP retweeted
Use storytelling as a marketing strategy for #advisors: great post from @stephsammons - bit.ly/zOty4c