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HomeWealth ManagementFSRA unveils third credentialling physique for monetary planner title

FSRA unveils third credentialling physique for monetary planner title


Credentialing our bodies accredited by the FSRA are licensed to grant both the monetary advisor title or monetary planner title underneath Ontario’s title safety regime. They’re additionally accountable for overseeing and implementing the conduct of these they grant the monetary planner or monetary advisor credential to.

“CSI may be very happy to be accredited as a credentialing physique by the FSRA underneath the Monetary Professionals Title Safety Framework,” mentioned Marie Muldowney, Managing Director, Canadian Securities Institute. “The approval of our Private Monetary Planner (PFP) designation will allow current and future PFP designation holders to make use of the Monetary Planning title in Ontario.

To be a credentialing physique, FSRA requires designation and license-granting entities to have sturdy supervision processes, in addition to a code of conduct requiring credential holders to place their shopper’s curiosity first and deal with customers pretty.

“We’re centered on supporting our PFP designation holders to prioritize their shoppers’ pursuits,” Muldowney mentioned. “We have now appreciated the openness and cooperation of the FSRA employees all through the session and accreditation course of.”

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