The following entities are approved by FSRA as credentialing bodies under the title protection framework and to offer approved Financial Planner and Financial Advisor credentials in Ontario.
Looking to validate whether your Financial Planner or Financial Advisor has an approved credential?
Refer to the credentialing body’s public registry to validate if the individual you are working with has a FSRA-approved credential for use of the Financial Planner and/or Financial Advisor title.
Approved Credentialing Body (CB):
FP Canada
Approved Credential | Permitted Title(s) | Validate if your Financial Planner and/or Financial Advisor has an approved credential |
---|---|---|
CERTIFIED FINANCIAL PLANNER (CFP®) | Financial Planner | FP Canada Registry |
QUALIFIED ASSOCIATE FINANCIAL PLANNER (QAFP™) | Financial Planner |
Approved Credentialing Body (CB):
Institute for Advanced Financial Education (IAFE)
– a subsidiary of Advocis
Approved Credential | Permitted Title(s) | Validate if your Financial Planner and/or Financial Advisor has an approved credential |
---|---|---|
Chartered Life Underwriter (CLU®) | Financial Planner | IAFE Registry |
Professional Financial Advisor (PFA™) | Financial Advisor |
Approved Credentialing Body (CB):
Canadian Securities Institute (CSI)
– a Moody’s Analytics Company
Approved Credential | Permitted Title(s) | Validate if your Financial Planner and/or Financial Advisor has an approved credential |
---|---|---|
The Personal Financial Planner (PFP®) | Financial Planner | CSI Registry |
Designated Financial Services Advisor (DFSA™) | Financial Advisor | DFSA registry |
Approved Credentialing Body (CB):
The Canadian Institute of Financial Planning (CIFP)
Approved Credential | Permitted Title(s) | Validate if your Financial Planner and/or Financial Advisor has an approved credential |
---|---|---|
Registered Retirement Consultant® (RRC®) | Financial Planner (FP) | CIFP Registry |
Registered Financial and Retirement Advisor® (RFRA®) | Financial Advisor (FA) | |
Registered Retirement Analyst® (RRA®) | Financial Advisor (FA) |