Provide responses to frequently asked questions with respect to the Financial Planner (FP) / Financial Advisor (FA) sector.

More information

Implementation of the Financial Professionals Title Protection Act, 2019



Harmonization with other Canadian jurisdictions

Transition provision

Titles that could reasonably be confused with FP or FA titles

Title protection roles and responsibilities

Submitting complaints

Additional questions:

If you have any further inquiries, please contact [email protected].