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Keyword: Advisor titles

46 results found
young client meeting with advisor

The regulator is consulting on new title guidance until Dec. 13

businessman in a desk with financial advisor nameplate

FCNB launches consultation to address investor confusion surrounding industry titles

coin stacks with letter dice - fees

The model sets out how costs will be shared among credentialing bodies

Tashia Batstone

Tashia Batstone will lead the organization as title regulation takes effect

Close of businesswoman making announcement in paper trumpet

The regulator maintains the LLQP likely won't meet the standard for "financial advisor"

woman with laptop

The event forms part of the consultation on the revised proposal for regulating advisor titles

Close of businesswoman making announcement in paper trumpet

The Ontario regulator proposed a central registry of title users and shorter transition periods

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