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

Approved Credential Permitted Title(s)
Certified Financial Planner® professional (CFP® professional) Financial Planner
Qualified Associate Financial Planner™ professional (QAFP® professional) Financial Planner


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 Moody’s Analytics Company

Approved Credential Permitted Title(s)
The Personal Financial Planner (PFP®) Financial Planner
Designated Financial Services Advisor (DFSA™) Financial Advisor


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