Designations | Investment Executive https://www.investmentexecutive.com/tag/designations/ Canada's news source for financial professionals Wed, 12 Nov 2025 18:39:00 +0000 en-US hourly 1 https://wordpress.org/?v=6.8.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Designations | Investment Executive https://www.investmentexecutive.com/tag/designations/ 32 32 FP Canada seizes education opportunity arising from CIRO’s exam-based proficiency https://www.investmentexecutive.com/news/industry-news/fp-canada-seizes-education-opportunity-arising-from-ciros-exam-based-proficiency/ Thu, 16 Oct 2025 20:00:22 +0000 https://www.investmentexecutive.com/?p=522802 Certification body sets sights on prospective investment dealer reps

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]]> Investor preference, performance often align when it comes to new funds: report https://www.investmentexecutive.com/news/products/investor-preference-performance-often-align-when-it-comes-to-new-funds-report/ Thu, 07 Aug 2025 18:52:27 +0000 https://www.investmentexecutive.com/?p=517057 Morningstar study analyzed more than 57,000 new funds worldwide in eight-year period

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]]> FP Canada names top performers of February CFP exam https://www.investmentexecutive.com/news/industry-news/fp-canada-names-top-performers-of-february-cfp-exam/ Thu, 24 Apr 2025 20:21:42 +0000 https://www.investmentexecutive.com/?p=508047 Sitting had 280 candidates

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]]> FP Canada grows CE biz, hikes accreditation fees for other providers https://www.investmentexecutive.com/news/industry-news/fp-canada-grows-ce-biz-hikes-accreditation-fees-for-other-providers/ Fri, 07 Mar 2025 22:30:30 +0000 https://www.investmentexecutive.com/?p=503927 Certification body cites quality, while CE providers warn of less choice and educational gaps for financial planners

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]]> CIFP drops claim against FP Canada over credential approved under Ontario’s title protection https://www.investmentexecutive.com/news/industry-news/cifp-drops-claim-against-fp-canada-over-credential-approved-under-ontarios-title-protection/ Thu, 21 Nov 2024 21:20:43 +0000 https://www.investmentexecutive.com/?p=497167 Certification body agrees not to challenge CIFP’s right to use trademarked Chartered Financial Planner designation

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]]> IAFP to adopt fiduciary standard for RFP designation holders https://www.investmentexecutive.com/news/industry-news/iafp-to-adopt-fiduciary-standard-for-rfp-designation-holders/ Tue, 30 Jul 2024 19:11:38 +0000 https://www.investmentexecutive.com/?p=490193 Measure to be in place for 2026 renewals

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]]> Latest designation from CIFP may allow life agents to use FA title https://www.investmentexecutive.com/news/industry-news/latest-designation-from-cifp-may-allow-life-agents-to-use-fa-title/ Fri, 14 Jun 2024 19:28:05 +0000 https://www.investmentexecutive.com/?p=487524 RLIS is pending approval under Ontario's title protection, the credentialing body says

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]]> CIFP sues FP Canada for agreement breach, trade libel https://www.investmentexecutive.com/news/industry-news/cifp-sues-fp-canada-for-agreement-breach-trade-libel/ Thu, 18 Apr 2024 19:40:04 +0000 https://www.investmentexecutive.com/?p=484284 Claim asks for $1.2 million in damages arising from dispute over regulator-approved credentials for title protection

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]]> FP Canada names top scorers on latest QAFP exam https://www.investmentexecutive.com/news/industry-news/fp-canada-names-top-scorers-on-latest-qafp-exam/ Thu, 04 Apr 2024 20:56:45 +0000 https://www.investmentexecutive.com/?p=483203 Effective this month, candidates can have five years' qualifying work experience in lieu of a diploma

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]]> FSRA flags few issues at credentialing bodies https://www.investmentexecutive.com/news/from-the-regulators/fsra-flags-few-issues-at-credentialing-bodies/ Wed, 27 Mar 2024 20:51:18 +0000 https://www.investmentexecutive.com/?p=482849 Regulator reports results of first supervisory reviews at planner/advisor titling organizations

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