The Financial Services Regulatory Authority of Ontario (FSRA) has issued a final reminder that the March 28 deadline is fast approaching for individuals using the “Financial Planner” title in Ontario who do not hold a FSRA-approved credential.

This deadline marks the end of the transition period under Ontario’s Financial Professionals Title Protection framework.

Under Ontario’s Financial Professionals Title Protection framework (FPTP), individuals using the titles Financial Planner or Financial Advisor must hold a credential issued by a FSRA-approved credentialing body. After March 28, 2026, individuals who do not hold an approved credential will no longer be permitted to use the Financial Planner title in Ontario.

FSRA has emphasized that this is a final notice, and individuals who have not yet taken action should do so immediately to ensure compliance.

Read the full FSRA announcement:
FSRA final reminder announcement

Additional information on title protection requirements and approved credentials is available at: www.cifp.ca

CIFPs continues to monitor regulatory developments related to Financial Planner and Financial Advisor credentials and title protection across Canada and will keep our community informed as new updates and guidance become available.