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Keyword: Designations

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Hand holding a light bulb

Measure to be in place for 2026 renewals

Entrance to Financial Services Regulatory Authority of Ontario

RLIS is pending approval under Ontario's title protection, the credentialing body says

Claim asks for $1.2 million in damages arising from dispute over regulator-approved credentials for title protection

Doing Homework

Effective this month, candidates can have five years' qualifying work experience in lieu of a diploma

  • By: IE Staff
  • April 4, 2024 April 4, 2024
  • 16:56
Review process

Regulator reports results of first supervisory reviews at planner/advisor titling organizations

Regulator has now accepted six credentials for "financial planner"

  • By: IE Staff
  • March 22, 2024 March 22, 2024
  • 15:06

The sitting was the largest this year, with more in-person candidates

  • By: IE Staff
  • December 19, 2023 December 19, 2023
  • 12:27
Doing Homework

The October sitting had 57 candidates

  • By: IE Staff
  • November 30, 2023 November 30, 2023
  • 15:10
senior colleague back to work with face mask greeting on each other in office morning stock photo

Candidates with five years' financial planning–related experience can qualify, FP Canada says

Paul Smith will help the accreditation body expand its reach and profile

  • By: IE Staff
  • December 1, 2021 December 1, 2021
  • 12:34