Available now: 2022 Credentialing body Annual Information Return report

To better protect consumers and ensure Financial Planners and Financial Advisors are being properly supervised, Ontario’s Financial Services Regulator (FSRA) requires all FSRA-approved credentialing bodies to complete and submit an Annual Information Return (AIR).

The data collected is used to inform FSRA’s supervision plans, establish future policy direction, and address instances of non-compliance. FSRA publishes the data in an annual 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.

Prior to the introduction of FSRA’s title protection framework, anyone could refer to themselves as a “financial planner” or “financial advisor”. The framework creates minimum standards for individuals using the Financial Planner and Financial Advisor titles, so that consumers can have confidence that the individual they are dealing with has a minimum standard of education, is being actively supervised by an approved credentialing body and is subject to a complaints and discipline process.

Officially being able to use the Financial Planner or Financial Advisor title will make it easier for financial services professionals to communicate their value to consumers and validate their education and expertise.

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FSRA continues to work on behalf of all stakeholders, including consumers, to ensure financial safety, fairness, and choice for everyone.

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