Title reg puts credentialing bodies to the test
This article appears in the March 2021 issue of Advisor’s Edge Completing coursework, writing exams and paying fees are part of any credential. While you may be aware of these responsibilities as a credential holder, you may not have considered your credentialing body’s responsibilities in ensuring your credential is rigorous. It’s a timely consideration as the financial industry moves toward title regulation. Ontario is consulting on regulating “financial advisor” (FA) and “financial planner” (FP) titles, and Saskatchewan will soon follow. Quebec has regulated “financial plan...
Source: advisor.ca