Credentialing bodies also discussed putting clients first at regulator's annual conference
Improved proficiency for financial advisors still on the table amid persistent demand
The October sitting had 57 candidates
Investor survey highlights risks of confusion over titles and proficiency
The association extended its line of credit, got a loan and tapped into its $5.5-million reserve fund
Regulator sets supervisory priorities for credential providers
The province is asking for feedback and comparing other provinces' regulations
The regulator said those who use titles require more time to comply with the framework
Like Ontario and Saskatchewan, the province will restrict use of "financial planner" and "financial advisor"
Results include action on insurance, title protection complaints