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Designations
FSRA-approved Designations in Ontario
Financial Advisor (FA)
RLIS
®
Financial Planner (FP)
Chartered Financial Planner
®
Education Exemptions for CIFP-sponsored Professional Credentials
Advanced Standing Application
Academic Integrity and Examination Policies
Continuing Education
CE Requirements for the Chartered Financial Planner
®
Designation
CE Requirements for the RLIS
®
Designation
Continuing Education for Other Designations
CE Accreditation
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Chartered Financial Planner
®
Certification Renewal
RLIS
®
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Chartered Financial Planner
®
RLIS
®
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Completed Hearings
Name
Location
Year
Conduct Type
Applicable Standards
Disciplinary Decision
Moby Mubarak Baksh
Toronto, ON
2020
Committee Decision
Proceedings Documents
Helen Collymore
Mississauga, ON
2022
Committee Decision
Proceedings Documents
Paul Dwyer
Calgary, AB
2024
Committee Decision
Proceedings Documents
MD Sabab Alam
Calgary, AB
2024
Committee Decision
Proceedings Documents
Andrew Tachauer
Waterdown, ON
2024
Committee Decision
Proceedings Documents