FSRA Approved Designations in Ontario

The Financial Services Regulatory Authority of Ontario (FSRA) Financial Professionals Title Protection Rule came into effect on March 28, 2022 which limits the use of the title of "financial planner" and "financial advisor" in Ontario to individuals who have obtained a FSRA approved credential from a FSRA approved credentialing body.

The CIFP Retirement Institute has been approved as a credentialing body by the FSRA under the Financial Professionals Title Protection Framework.

View the Press Release - Fourth Credentialing Body Approved for Financial Planner and Financial Advisor Title Use in Ontario.

The following designations have been approved for use in Ontario under the Financial Advisor and Financial Planner titles.