2023

2022 Credentialing body Annual Information Return report
The 2022 Credentialing body Annual Information Return report is now available. Read the report for an overall view of approved credentialing body activities during the 2022 calendar year.

2022

2023-2024 Financial Planners and Financial Advisors Supervision Plan
To further protect consumers, FSRA released its first Financial Planners and Financial Advisors Supervision Plan. The plan sets out four key areas of supervision for 2023/24 for approved credentialing bodies to help deter non-compliance and promote proper marketplace conduct.