FOR CPF®, QAFP® AND F.PL. PROFESSIONALS
Give financial planning guidance
Use your skills to help people who need it most. Lead one-to-one sessions or group workshops, on your own schedule. You decide your format and schedule. There is no fixed minimum commitment
Requirements
✓ Current CFP®, QAFP® or F.Pl. certification
✓ Choose to deliver one-to-one, group workshops, or both
✓ Flexible scheduling that works around you
✓ Meet online or in person, your choice
Common topics
RRSP and TFSA · Retirement planning · Debt · Budgeting · Navigating Canadian financial system · Saving for education · Buying a home
From application to first session
Apply online
Submit a short application telling us about your certification, the topics you enjoy most, and how you’d like to volunteer. We confirm receipt and invite you to our next quarterly session.
01
A few business days
Complete training
Meet the CFFP team, learn about the volunteer role, and attend a training session. You’ll complete a short onboarding process, we take care of the rest.
02
4 to 6 weeks
Start volunteering
Once onboarded, you get access to all session and workshop resources. We match you with participants based on your availability, topics, and preferred format, on your schedule and at your pace. Volunteers are also eligible to earn Continuing Education (CE) credits.
03
Flexible schedule
Ready to give back?
The application takes about 5 minutes.
The Canadian Foundation for Financial Planning™ An independent registered charity connecting people living in Canada who are facing financial challenges with free financial planning guidance from certified professionals.
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CFP®, CERTIFIED FINANCIAL PLANNER® and CFP logo are trademarks owned by Financial Planning Standards Board Ltd. (FPSB) and used under license. QAFP®, QUALIFIED ASSOCIATE FINANCIAL PLANNER™ and QAFP logo are those of FP Canada™. © 2026 Canadian Foundation for Financial Planning™. All rights reserved.