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Advisor titles

From the Regulators

Much work to be done, CSA year in review shows

July 23, 2024 James Langton
Red alert
Industry News

‘Stable’ financial state has been achieved, Advocis says

June 27, 2024 Michelle Schriver
Air raid sirens
Tashia Batstone

Canadians must be educated about financial planning qualifications

June 24, 2024 Tashia Batstone
client meeting
News

Latest designation from CIFP may allow life agents to use FA title

June 14, 2024 Michelle Schriver
Entrance to Financial Services Regulatory Authority of Ontario
Industry News

DFSA no longer an approved credential in Ontario

May 23, 2024 Michelle Schriver
News

CIFP sues FP Canada for agreement breach, trade libel

April 18, 2024 Michelle Schriver
News

Title protection harmonization faces bumpy road

April 12, 2024 Michelle Schriver
pot hole bad roads
News

FP Canada names top scorers on latest QAFP exam

April 4, 2024 IE Staff
Doing Homework
News

Advocis settles with SeeWhy over non-payment of study materials

April 4, 2024 Michelle Schriver
Judge makes ruling
From the Regulators

FSRA flags few issues at credentialing bodies

March 27, 2024 James Langton
Review process
News

FSRA open to strengthening requirements for financial advisor title

March 4, 2024 Michelle Schriver
client meeting
News

CIRO approved as credentialing body under Ontario title protection

January 23, 2024 Michelle Schriver
right or wrong choice
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