Industry Designations

Just like in many other professions, Financial Advisors can decide to specialize their practice. Unlike many other professions where these specialties exist within a single organization, the Canadian Financial Services Industry has 10 different Governing Bodies managing and maintaining 23 different Professional Designations. It is the right of each individual Financial Advisor to decide which Professional Designation or combination of Designations that will provide the specialized knowledge that will allow them to best serve their clients.


In an effort to simplify the different rules for each organization, we have compiled the following list to outline the Designation Renewal Dates, and CE Requirements for each Designation.

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Industry Designations