Designations – Investment Executive

IAFP to adopt fiduciary standard for RFP designation holders

michelleschriver — Tue, 30 Jul 2024 19:11:38 +0000

Measure to be in place for 2026 renewals

michelleschriver — Fri, 14 Jun 2024 19:28:05 +0000

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

michelleschriver — Thu, 18 Apr 2024 19:40:04 +0000

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

michelleschriver — Thu, 04 Apr 2024 20:56:45 +0000

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

jameslangton — Wed, 27 Mar 2024 20:51:18 +0000

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

michelleschriver — Fri, 22 Mar 2024 19:06:59 +0000

Regulator has now accepted six credentials for "financial planner"

michelleschriver — Tue, 19 Dec 2023 17:27:47 +0000

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

michelleschriver — Thu, 30 Nov 2023 20:10:05 +0000

The October sitting had 57 candidates

michelleschriver — Thu, 13 Jul 2023 19:23:10 +0000

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

danielc — Wed, 01 Dec 2021 17:34:00 +0000

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