The Institute of Advanced Financial Planners | E127

Choosing Qualified Financial Planners: Insights from Aaron Hector, President of the IAFP

In this episode of Financial Planning for Canadian Business Owners, host Jason speaks with Aaron Hector, president of the Institute of Advanced Financial Planners (IAFP), about the importance of finding qualified financial advisors in Canada. They discuss the Registered Financial Planner (RFP) designation, the IAFP's role in credentialing and supporting financial planners, and the rigorous process required to become an RFP. The conversation also covers the benefits of working with an RFP, the IAFP's symposiums, ongoing discussions among member financial planners, and tips for selecting the right financial planner. The episode aims to guide business owners and other individuals seeking reliable financial advice.

00:00 Introduction to Financial Planning for Canadian Business Owners

00:22 Overview of the Institute of Advanced Financial Planners (IFP)

00:45 Understanding the Registered Financial Planner (RFP) Designation

02:15 Qualifications and Process to Become an RFP

03:50 The Importance of Peer Review and Feedback

05:57 The Role of the IFP in Supporting RFPs

08:43 Benefits of Working with an RFP

13:21 Tips for Selecting the Right Financial Planner

19:14 Conclusion and Final Thoughts

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