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Keyword: Advisor titles

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Entrance to Financial Services Regulatory Authority of Ontario

RLIS is pending approval under Ontario's title protection, the credentialing body says

Horn speaker for public relations sign symbol, vintage color - sun with blue sky

Designation holders have six months to obtain a different credential to use the financial advisor title


Claim asks for $1.2 million in damages arising from dispute over regulator-approved credentials for title protection

pot hole bad roads

As Ontario stakeholders fume over the latest approved credential, other provinces consider the correct course

Doing Homework

Effective this month, candidates can have five years' qualifying work experience in lieu of a diploma

  • By: IE Staff
  • April 4, 2024 April 4, 2024
  • 16:56
Judge makes ruling

Association paid outstanding invoice, plus interest and majority of legal fees, SeeWhy says

Review process

Regulator reports results of first supervisory reviews at planner/advisor titling organizations

client meeting

Credentialing bodies also discussed putting clients first at regulator's annual conference

right or wrong choice

Improved proficiency for financial advisors still on the table amid persistent demand

Doing Homework

The October sitting had 57 candidates

  • By: IE Staff
  • November 30, 2023 November 30, 2023
  • 15:10