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DFSA no longer an approved credential in Ontario - Vimarsana News

DFSA no longer an approved credential in Ontario

Published: May 24, 2024

Designation holders have six months to obtain a different credential to use the financial advisor title

Source: advisor.ca
Related Topics:
Michelle SchriverNational MagazineFinancial Services Regulatory Authority Of OntarioCanadian Securities InstituteCanadian Institute Of Financial PlanningCanadian Investment Regulatory OrganizationFinancial Services Regulatory AuthorityCanadian InstituteFinancial PlanningNational Magazine Awards
FP Canada introduces 2 new rules - Vimarsana News

FP Canada introduces 2 new rules

Published: May 22, 2024

Financial planners now have requirements related to trusted contacts, conflicted roles

Source: advisor.ca
Related Topics:
Damienne Lebrun ReidMichelle SchriverFp Canada Standards CouncilNational MagazineNational Magazine Awards
CIFP sues FP Canada for agreement breach, trade libel - Vimarsana News

CIFP sues FP Canada for agreement breach, trade libel

Published: April 19, 2024

Claim asks for $1.2 million in damages arising from dispute over regulator-approved credentials for title protection

Source: advisor.ca
Related Topics:
United StatesMichelle SchriverKeith CostelloFinancial Services Regulatory Authority Of OntarioCanadian Institute Of Financial PlanningOntario Superior CourtFinancial Planning Standards CouncilNational MagazineFinancial Planning Association Of CanadaDeeth Williams WallCanadian InstituteFinancial PlanningTrademarks ActChartered Financial PlannerFinancial Services Regulatory AuthorityCertified Financial PlannerFinancial Planning AssociationCertified Financial Planner BoardFinancial Planning Standards BoardNational Magazine Awards
Title protection harmonization faces bumpy road - Vimarsana News

Title protection harmonization faces bumpy road

Published: April 12, 2024

As Ontario stakeholders fume over the latest approved credential, other provinces consider the correct course

Source: advisor.ca
Related Topics:
Ryan StelterKeith CostelloMichelle SchriverCanadian Institute Of Financial PlanningConsumer Services CommissionInstitute Of Financial PlanningFinancial Services Regulatory Authority Of OntarioConsumer Affairs Authority Of SaskatchewanNational MagazineFinancial Planning Association Of CanadaFinancial Services Regulatory AuthorityChartered Financial PlannerCanadian InstituteFinancial PlanningCertified Financial PlannerFinancial Planning AssociationNew BrunswickConsumer Affairs AuthorityNational Magazine Awards
Advocis settles with SeeWhy over non-payment of study materials - Vimarsana News

Advocis settles with SeeWhy over non-payment of study materials

Published: April 4, 2024

Association paid outstanding invoice, plus interest and majority of legal fees, SeeWhy says

Source: advisor.ca
Related Topics:
Cory SnyderMichelle SchriverDouglas SmithJulie MartiniCentury InitiativeNational MagazineBorden Ladner GervaisSeewhy Financial Learning IncOntario Superior CourtCentury Initiative FundFinancial Services Regulatory Authority Of OntarioSeewhy LearningWhy LearningProfessional Financial AdvisorChartered Life UnderwriterFinancial Services Regulatory AuthorityNational Magazine Awards