Financial Planners and Financial Advisors

Financial Planners and Financial Advisors

FSRA is the regulatory body for Financial Planner and Financial Advisor title use in Ontario. FSRA’s role is to ensure individuals using a Financial Planner or Financial Advisor title in Ontario are subject to minimum education and supervision by a FSRA-approved credentialing body. FSRA approves and oversees credentialing bodies to ensure they have policies and procedures in place for the effective administration of a credentialing program, including oversight of their credential holders. FSRA also enforces against those who use the title without an approved credential.

Key Information

Key Information

Learn more about the transition period.

View a list of FSRA-approved credentialing bodies and credentials

Download the credentialing body and credential application form. Interested organizations should contact FSRA for more information on how to apply.

View the 2023-2024 Financial Planners and Financial Advisors Supervision Plan