The following entities are approved by FSRA as credentialing bodies under the title protection framework and to offer approved Financial Planner and Financial Advisor credentials in Ontario.

Looking to validate whether your Financial Planner or Financial Advisor has an approved credential?

Refer to the credentialing body’s public registry to validate if the individual you are working with has a FSRA-approved credential for use of the Financial Planner and/or Financial Advisor title.

Approved Credentialing Body (CB):
FP Canada

Approved Credential Permitted Title(s) Validate if your Financial Planner and/or Financial Advisor has an approved credential
CERTIFIED FINANCIAL PLANNER (CFP®) Financial Planner FP Canada Registry
QUALIFIED ASSOCIATE FINANCIAL PLANNER (QAFP™) Financial Planner

Approved Credentialing Body (CB):
Institute for Advanced Financial Education (IAFE)
– a subsidiary of Advocis

Approved Credential Permitted Title(s) Validate if your Financial Planner and/or Financial Advisor has an approved credential
Chartered Life Underwriter (CLU®) Financial Planner IAFE Registry
Professional Financial Advisor (PFA™) Financial Advisor 

Approved Credentialing Body (CB):
Canadian Securities Institute (CSI)
– a Moody’s Analytics Company

Approved Credential Permitted Title(s) Validate if your Financial Planner and/or Financial Advisor has an approved credential
The Personal Financial Planner (PFP®) Financial Planner CSI Registry