About the Financial Planning Foundation

As the financial planning profession continues to evolve, planners need to remain ahead of the curve, armed with practical techniques that they can implement to effect positive change in their practices, founded on good, solid research. The Financial Planning Foundation funds groundbreaking research to help financial planning professionals meet the increasingly complex needs of today’s clients.

Our Vision

Improving the lives of Canadians through better financial planning.

Our Purpose

To fund, promote and disseminate original financial planning research for the benefit of Canadians.

Our Research Priorities

  • Research (technical and behavioural) that serves to enhance the practice of financial planning delivered to Canadians
  • Research that reflects the impact of financial planning on society

Find out more about the latest research.

Support the FP Foundation by making an investment in this critical research today.

Our Financial Statements

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