Frequently Asked Questions (FAQ)

Is there an income cut-off?

Our services are free and available to everyone, regardless of financial circumstances. We focus on supporting financially vulnerable, low- and moderate-income adults (18+) who face barriers to accessing professional financial planning. 

Can individuals from anywhere in Canada access CFFP’s services?

CFFP serves adults (18+) across Canada, offering support virtually or in person. 

Is there any cost?

CFFP’s resources are free and publicly available on our website for community use. Working with one of our volunteers in one-to-one sessions is also free.

Volunteers are prohibited from promoting or selling products or services and may provide only general financial planning guidance and information.

How is the Foundation funded?

The Foundation is an independent, registered charity supported by its Founding Members; FP Canada and Institut de planification financière (IPF), and by corporations, foundations, and individuals who believe in our mission to change lives through the power of financial planning.  

How does CFFP protect my privacy if I use its services or website?

CFFP’s Privacy Policy applies to all personal information collected through its website or services. Information is stored on Canadian servers in accordance with Canadian privacy laws and protected through physical, technological, and administrative safeguards. Personal information is shared only as outlined in the Privacy Policy, such as with affiliates or service providers under strict confidentiality measures.  

By signing a Volunteer Agreement when they join the Foundation, all our volunteers agree to a duty of confidentiality and may use personal information only to perform their work for the Foundation. 

How can I donate or support CFFP’s work? 

To make a one-time or recurring donation, please visit the CFFP website.
If you are interested in becoming a corporate supporter, please email us at foundation@cffp.ca and we will be happy to connect with you.    

Are CFFP services available in languages other than English?

We provide bilingual services in English and French, with the possibility of support in other languages subject to volunteers' availability. 

What volunteer training and support is provided to the financial planners who volunteer?

CFFP provides comprehensive training and support to all volunteer financial planners. Volunteers must be financial planning professionals (either CFP® or QAFP®) in good standing with their accrediting body. Before leading any session, volunteers are required to review and agree to CFFP’s expectations regarding professional conduct and confidentiality.  

If I work with a financial planning volunteer, will they be able to give me financial advice?  

Our volunteers do not provide financial advice; instead, they offer personalized financial guidance. They help individuals explore their options with a focus on education, confidence-building, and financial empowerment.

How long can I work with a financial planning volunteer?  

Our volunteers provide up to three free-of-charge personalized financial planning sessions for community members. Community agencies may request one-time or recurring group workshops.

How do I request support or a workshop? 

To request individual support or a workshop, visit our website to request a volunteer.

Who can volunteer at CFFP?

CFFP requires all volunteer financial planners to hold the Certified Financial Planner (CFP), Qualified Associate Financial Planner (QAFP), or Planificateur Financier (Pl. Fin.) designation. While we truly appreciate your interest in giving back, we can only accept volunteers with these certifications. 

How can a financial planner volunteer with CFFP?

To volunteer with CFFP, visit our website to submit a request to volunteer.