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Ontario regulator approves another credential

The Canadian Securities Institute's Designated Financial Services Advisor (DFSA) designation can now be a credential for…

SOCIETY | September 02 2022 05:02PM
The Canadian Institute of Financial Planning joins list of credentialing bodies

There are now four credentialing bodies in Ontario who can grant and oversee the titles of Financial Planner and Financi…

INVESTMENT | June 10 2022 09:20AM
FP Canada Standards Council amends professional responsibility standards

Two new rules of conduct governing the use of technology by professional financial planners, have been included.

INVESTMENT | July 16 2021 02:40PM