CFP stands for Certified Financial Planner. The CFP registered certification marks identify individuals who are dedicated to a high level of professionalism in providing financial planning advice. The CFP credentials assure you that those using them have agreed to adhere to the highest internationally recognized standards of competence and ethical practice as set out by Financial Planners Standards Council (FPSC)

Advocis is the brand name of The Financial Advisors Association of Canada. In September 2002, members of the Canadian Association of Insurance and Financial Advisors (CAIFA) and the Canadian Association of Financial Planners (CAFP) voted in favour of merging their two groups to create Advocis, Canada's largest association of professional financial advisors, with members in 50 Chapters across the country.

The Society of Certified Senior Advisors (SCSA) grants the Certified Senior Advisor (CSA) designation. We are an educational organization that provides an in depth certification program on senior issues to professionals who work with seniors.

The Elder Planning Counselor Designation Program (EPC) involves issues related to the aged 50 plus population, focusing upon the evolving and specialized needs of Canada's citizens as they age.