The Canadian Association of Financial Consultants (CAFC) is an international professional organization chartered federally under Letters Patent granted by the Government of Canada. The Association has a world wide membership.

CAFC offers an educational program leading to the designation of Chartered Certified Financial Consultant (CCFC) issued to qualified graduates.

The Association is multidisciplinary, drawing its members from the related but separate fields of accountancy, insurance, law, funds management, tax and pensions. The Association is forging a “new”' profession that adopts the best features from these related professions and encourages the development of members' qualifications as financial consultants on the basis of their current professional qualifications.

Financial Consultants provide advice to clients in a wide variety of situations from the financial planner advising individual clients on investments, to those working as corporate financial officers, portfolio managers, security analysts and investment bankers in organizations as diverse as brokerage firms, mutual funds, banks, trust companies, corporate finance departments, insurance companies and other financial management firms

Vision

The vision of CAFC is to be the global leader in educating and certifying financial consultants.

Mission

The mission of CAFC is to provide education and certification for financial consultants so that members qualified to use the designation Chartered Certified Financial Consultant are recognized internationally as trusted financial advisors.

 

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