Promoting financial planning research and education for the benefit of the public, financial planners, academia and industry.
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The Foundation is committed to empirical technical and behavioural research on financial planning strategies to ensure Canadians are getting the best advice to suit their unique circumstances.

• For practitioners, the Foundation will challenge the financial planning advice we give, and how we deliver it.
• For education providers, the Foundation will be a funding source for financial planning research and a “brain trust” that collects the latest and most innovative ideas in financial planning.
• For consumers, the Foundation will offer more unbiased evidence-based information that will ultimately assist them in making better financial planning decisions.