Who Can Call Themselves A Financial Advisor? And FP Canada Offer’s Complete Curriculum
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The New Self-Regulatory Organization of Canada is working with the Financial Services Regulatory Authority of Ontario to allow its members to call themselves financial advisors; Gluskin Sheff Assumed By RBC Wealth Management Canada; and effective April 1st, the FP Canada Institute, will offer the complete curriculum for the two titles FP Canada designates, which are the Qualified Associate Financial Planner (QAFP) and Certified Financial Planner (CFP) certifications.Channel: CA News
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The New Self-Regulatory Organization of Canada (New SRO) is working with the Financial Services Regulatory Authority of Ontario to allow its members that are licensed to sell securities or mutual funds to call themselves financial advisors.
If approved, the New SRO will be able to grant around 47,000 financial professionals in Ontario permission to call themselves financial advisors – including some who are only licensed to sell mutual fund investments.
Onex Corporation has made an agreement with RBC that it will move its Gluskin Sheff wealth management advisory teams to RBC Wealth Management Canada and expand the distribution of Onex investment products through RBC.
The deal will allow Onex to focus on investing, asset management, and product development while leveraging the scale and strength of one of the country’s largest wealth management platforms.
FP Canada has announced that, effective April 1st, Alexandra Macqueen will be leading the FP Canada institute, FP Canada’s educational arm, and that all education for the two titles FP Canada Oversees, which are the Qualified Associate Financial Planner (QAFP) and Certified Financial Planner (CFP), will be available through the Institute.
At the moment, the Institute provides the professional curriculum and ethics guidance for the certifications, and third parties provide the technical curriculum.