Certification body agrees not to challenge CIFP’s right to use trademarked Chartered Financial Planner designation
Measure to be in place for 2026 renewals
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
Effective this month, candidates can have five years' qualifying work experience in lieu of a diploma
Regulator reports results of first supervisory reviews at planner/advisor titling organizations
Regulator has now accepted six credentials for "financial planner"
The sitting was the largest this year, with more in-person candidates
The October sitting had 57 candidates
Candidates with five years' financial planning–related experience can qualify, FP Canada says