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.
FP Canada
Institute for Advanced Financial Education (IAFE)
– a subsidiary of Advocis
| Approved Credential | Permitted Title(s) |
|---|---|
| Chartered Life Underwriter (CLU®) | Financial Planner |
| Professional Financial Advisor (PFA™) | Financial Advisor |
Canadian Securities Institute (CSI)
– a Fitch Learning Company
| Approved Credential | Permitted Title(s) |
|---|---|
| Personal Financial Planner (PFP®) | Financial Planner |
The Canadian Institute of Financial Planning (CIFP)
| Approved Credential | Permitted Title(s) |
|---|---|
| Registered Retirement Consultant® (RRC®) | Financial Planner |
| Registered Financial and Retirement Advisor® (RFRA®) | Financial Advisor |
| Registered Retirement Analyst® (RRA®) | Financial Advisor |
| Chartered Financial Planner® | Financial Planner |
Canadian Investment Regulatory Organization (CIRO)
| Approved Credential | Permitted Title(s) |
|---|---|
| Registered Representative | Financial Advisor |
| Mutual Fund Dealing Representative | Financial Advisor |
| Portfolio Manager | Financial Advisor |
| Associate Portfolio Manager | Financial Advisor |