The Financial and Consumer Services Commission of New Brunswick announced that the Financial Advisor and Financial Planner Title Protection Act has entered into force, creating a new title protection regime for the use of “financial advisor” and “financial planner” (and similar titles) in New Brunswick. Under the Act, individuals using the protected titles must meet minimum education standards and be overseen by an approved credentialing body. The Commission will regulate the regime by approving and overseeing credentialing bodies and approving the credentials required to use the two regulated titles. Implementation is phased in, with transition periods of two years for financial advisors and four years for financial planners for individuals using these titles without an approved credential on or before January 1, 2026. The regime is voluntary in the sense that professionals can either obtain an approved credential to continue using a protected (or similar) title or choose not to use the protected titles.
New Brunswick Financial & Consumer Services Commission 2026-01-06
Financial and Consumer Services Commission of New Brunswick launches phased financial advisor and financial planner title protection regime
The Financial and Consumer Services Commission of New Brunswick has enacted the Financial Advisor and Financial Planner Title Protection Act, establishing a regime requiring individuals using these titles to meet education standards and be overseen by approved credentialing bodies. The regime includes transition periods of two years for financial advisors and four years for financial planners, with implementation starting January 1, 2026.