Two Credentialing Bodies Approved for Financial Planner and Financial Advisor Title Use in Ontario
The Financial Services Regulatory Authority of Ontario (FSRA) New title protection framework will make it …
The Financial Services Regulatory Authority of Ontario (FSRA) New title protection framework will make it …
Written on April 11, 2022 at 10:04 pm, by Lucas Di Rocco
Comments Off on Two Credentialing Bodies Approved for Financial Planner and Financial Advisor Title Use in Ontario
Categories: Blog, In the News
Tags: Advocis, BNN Bloomberg, Certified Financial Planner, CFP, Chartered Life Underwriter, CLU, Credentialing Body, Financial Advice, Financial Advisor, Financial Planner, Financial Services Regulatory Authority, FP Canada, FSRA, Greg Pollock, Ontario, PFA, Professional Financial Advisor, title protection, title regulation
Pat Foran, CTV News Toronto March 30, 2022 – Anyone in Ontario can call themselves …
Written on April 5, 2022 at 9:56 pm, by Lucas Di Rocco
Comments Off on New rules coming for financial advisors in Ontario. This is what they’ll mean for you
Categories: Blog, In the News
Tags: Advocis, BNN Bloomberg, Certified Financial Planner, CFP, Chartered Life Underwriter, CLU, Credentialing Body, Financial Advice, Financial Advisor, Financial Planner, Financial Services Regulatory Authority, FSRA, Greg Pollock, Ontario, PFA, Professional Financial Advisor, title protection, title regulation
Jameson Berkow, Globe Advisor March 30, 2022 – Life insurance agents in Canada’s most populous …
Written on March 30, 2022 at 9:50 pm, by Lucas Di Rocco
Comments Off on Ontario ramps up life insurance agent oversight amid advisor-planner title standards uncertainty
Categories: Blog, In the News
Tags: Advocis, BNN Bloomberg, Certified Financial Planner, CFP, Chartered Life Underwriter, CLU, Credentialing Body, Financial Advice, Financial Advisor, Financial Planner, FSRA, Greg Pollock, Ontario, PFA, Professional Financial Advisor, title protection, title regulation
Dale Jackson, BNN Bloomberg March 25, 2022 – You need a licence to drive a …
Written on March 25, 2022 at 9:43 pm, by Lucas Di Rocco
Comments Off on New rules force financial planners to be qualified by 2026
Categories: Blog, In the News
Tags: Advocis, BNN Bloomberg, Chartered Life Underwriter, CLU, Financial Advice, Financial Advisor, Financial Planner, FSRA, Greg Pollock, Ontario, PFA, Professional Financial Advisor, title protection, title regulation
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