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Application Form

If you would like to become a member of RPAC, please download and complete th PDF form below.

RPAC Membership Application

RPAC offers memberships at the individual and corporate level


Individual

Open to professionals who provide services and education on retirement issues. Individuals can be lifestyle planners, financial planners, human resource personnel, counselors, life coaches and educators.


Corporate

Open to any organization that provides services and education to the public on retirement issues. Membership permits up to three voting delegates at annual conferences and chapter meetings.

For pricing details, please see the table below:

 

Province Individual Rate ($165 + tax) Corporate Rate ($445 + tax)
AB, MB, PEI, QC, SK (5% GST) $173.25 $467.25
BC (12% HST) $184.80 $498.40
ON, NF, NB (13% HST) $186.45 $502.85
NS (15% HST) $189.75 $511.75

 

 

RPAC Code of Ethics

As a member of RPAC, it is the duty of each member to adhere to the following:

Integrity
Act honestly with skill, care, and fairness in a manner such as to uphold the reputation of the Retirement Planning Association of Canada.

Professionalism
Perform duties that maintain the credibility of the profession and its ability to serve the public interest.

Objectivity
Exercise reasonable and prudent judgment in producing client-centered services without regard to personal gain or considerations.

Conduct
Comply with all By-laws, Regulations, professional standards and government law. Maintain and improve knowledge, skills and competence in retirement planning.

Disclosure
Ensure that the professional judgment is not influenced by commercial considerations, and that actual or potential conflicts of interest are stated.

Confidentiality
An obligation to maintain and safeguard a client's trust and confidence as offered in the course of serving them.

Collateral Obligations
Report to RPAC any knowledge of violation of these coded precepts, which may require action by the discipline committee.


Complaint Process

For a complaint against an RPAC member to be considered, it must be made in writing to our National office.

The complaint will be reviewed by RPAC's Disciplinary Committee and the Committee will request a written response from the member within 30 days.

A decision will be made within the next 30 days and the findings will be communicated both parties.

Consequences that could result, should the Committee find the complaint is valid, may include a written reprimand or expulsion from RPAC.

The member will have 10 days to appeal our decision. Should an appeal be launched, the Committee shall then confer and if the Committee's decision is reversed, their decision will be communicated within 7 days of meeting.


Membership Accreditation is not required for membership, though it is expected that members are working in some aspect of retirement planning.