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