COMMUNITY PARTNERS
We can support your community
If your organization works with people facing financial barriers, we can help, at not cost to your team or the people you support.
ONE-TO-ONE REFERRALS
Refer a client
Refer a client for a free financial planning guidance. We match them with a certified volunteer and handle scheduling.
Submit referral
Tell us about your client’s needs and preferred format.
01
We match within 2 weeks
We confirm the match and coordinate directly with your client.
02
Your client gets guidance
Free and private and entirely based on their situation.
03
GROUP WORKSHOPS
Host a workshop
Request a free group workshop on financial planning guidance for your community, online or in person.
Getting Started in Canada
Credit, debt, avoiding scams, and how Canadian financial institutions work.
Planning your Child’s Future
RESP, CLB, CCB, and long-term family financial planning.
Retirement Planning for You
CPP, OAS, RRSPs, and building a retirement income plan at any stage.
Intro to Financial Planning for Business
GST/HST, EI, and business structure for new entrepreneurs.
“Through the CFFP program, we have been able to give our clients greater confidence as they begin their employment journey. Participants have not only learned practical budgeting skills but have also gained valuable knowledge about financial safety, fraud prevention, and making informed financial decisions.Seeing our clients leave the program feeling more confident and prepared has been incredibly rewarding. By helping them understand how to earn, manage, and protect their income, we are equipping them with skills that extend far beyond the workplace. This holistic approach empowers them to build financial stability and pursue their goals with confidence, knowing they have the tools to create a more secure future”
Ready to partner with us?
It only takes a few minutes to get started.
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.