Institute of Advanced Financial Planners

Representing the highest standard of excellence in the competency of financial planning

The Institute of Advanced Financial Planners and its hallmark professional designation, the R.F.P. (Registered Financial Planner) or, in French, P.F.C. (Planificateur Financier Certifie) represent the highest standard of excellence in the competency of financial planning. The Institute exists to provide a level of assurance and peace of mind to the public when they are seeking advisors capable of delivering advanced financial planning solutions.

PlanetFish Design worked closely with the Institute of Advanced Financial Planners to produce a re-designed database-driven web site capable of handling all membership renewals and approvals online. Real-time, online payment processing ensures a smooth membership renewal process for both the members and the administrators. Other database-driven applications include a comprehensive "Find a Planner" feature, member profiles, and a password-protected Members' site to facilitate member information updates and to manage Continuing Education credits online.