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Keyword: Advisor titles

39 results found
rules and regulations

Proposals would focus outside activity reporting, curb duplicate filings and enhance business title reporting

Close of businesswoman making announcement in paper trumpet

FP Canada gave candidates the option of writing the exam in person or online

  • By: IE Staff
  • February 4, 2021 February 4, 2021
  • 10:04
rules and regulations

Industry raises concerns with proposed standards for advisor, planner titles

businessman in a desk with financial advisor nameplate

Trade group says LLQP should be enough to qualify as an advisor

businessman in a desk with financial advisor nameplate

Regulator proposes minimum competency requirements for advisor, planner titles

Saskatchewan field with old bridge

The next step is developing rules for who can use "financial planner" and "financial advisor"

Businessman takes bag of money from another businessman.

Proposal is one of several set out in SRO's priorities for the current year

Queen's Park, Ontario legislature, exterior

Having regulations in place by 2021 is probably a “best case” scenario, says the CEO of FSRA

compliance puzzle

The association's budget submission also makes recommendations on annuities and taxes

usinessman holding binoculars with tie and shirt on cityscape

Stakeholders must continue working together to ensure all Canadians have the tools they need to achieve financial wellness

  • By: Cary List
  • December 12, 2019 December 12, 2019
  • 16:50