The Canadian Securities Institute's Designated Financial Services Advisor (DFSA) designation can now be a credential for
There are now four credentialing bodies in Ontario who can grant and oversee the titles of Financial Planner and Financi
The Financial Services Regulatory Authority of Ontario (FSRA) discussed details of its new title protection framework at
The two organizations have the authority to grant FSRA-approved credentials that permit individuals to use the titles of
In two nearly identical disciplinary decisions, the Insurance Council of British Columbia has sanctioned two representat
Both Advocis and FP Canada have officially applied to become FSRA-approved credentialing bodies.
These reforms are sweeping and are intended to have a very substantial impact on the relationship between firms and thei