Additional Information
Please fill-in the following information before you start your courses:
First Name: Last Name: Organization/Agency your work for: (Please put N/A if you are not working for anyone) City and province: Which of the following financial empowerment services does your organization provide? (Check any that apply): Save
Show inline popup

Financial Planners and Financial Advisors
Access this resource
two women looking at a computer

You need to login or register to bookmark/favorite this content.

To give you confidence when seeking advice from anyone using a Financial Planner or Financial Advisor, or similar, title in Ontario, FSRA requires these individuals meet a minimum standard of education and be supervised by a FSRA-approved credentialing body

Use this website to:

  • Check credentials (tool)
  • See who can us the title and as of when
  • File a complaint
Author: FSRA - Financial Services Regulatory Authority
Topic: Consumer protection
Publisher: FSRA- Financial Services Regulatory Authority
Content Type: Tools
Publication Date: December 5, 2024