Designation holders have six months to obtain a different credential to use the financial advisor title
Claim asks for $1.2 million in damages arising from dispute over regulator-approved credentials for title protection
As Ontario stakeholders fume over the latest approved credential, other provinces consider the correct course
Effective this month, candidates can have five years' qualifying work experience in lieu of a diploma
Association paid outstanding invoice, plus interest and majority of legal fees, SeeWhy says
Regulator reports results of first supervisory reviews at planner/advisor titling organizations
Credentialing bodies also discussed putting clients first at regulator's annual conference
Improved proficiency for financial advisors still on the table amid persistent demand
The October sitting had 57 candidates
Investor survey highlights risks of confusion over titles and proficiency