Are you an advice-only planner interested in joining?
We’d love to hear from you!

Our purpose is to learn from each other as we collectively work to move Fee for Service/Advice-only Financial Planning into the national consciousness as a profession recognized for excellence in technical knowledge, client service and experience, and ethics. To do that, we need to mentor new planners, and to be mentored by more experienced planners.

Our dream is to build connections between people who are working through the problems of building and managing a practice, finding clients, and honing technical skills, and who are willing to learn from each other’s successes (and sometimes failures). We want to facilitate connections and learning between fee for service planners across the spectrum of experience and expertise.

The Advice Only Planners Group is a special interest group within the Financial Planning Association of Canada (FPAC). We connect in a private group within the FPAC Forum, through monthly peer learning and coaching sessions, and much more.

Who Can Join?

The Advice Only Planners Group is open to FPAC members offering financial planning or money coaching advice on a fee for service or advice-only basis, that is, if all compensation for client work comes exclusively from the clients in the form of fixed, flat, or monthly fees.

Planners must be members of the Financial Planning Association of Canada. Membership in the group is included in the regular fees of the Financial Planning Association of Canada.