The Financial and Consumer Services Commission of New Brunswick announced that the Financial Advisor and Financial Planner Title Protection Act is in force from 1 January 2026, creating a title protection regime for "financial advisor" and "financial planner" and similar titles that were previously unregulated in the province. Use of the protected titles will require meeting minimum education standards and being overseen by a Commission-approved credentialing body. The Commission will approve and oversee credentialing bodies and approve the credentials required to use each regulated title. The framework is phased in with transition periods of two years for financial advisors and four years for financial planners for individuals using the titles without an approved credential on or before 1 January 2026, and professionals can instead choose not to use the protected titles.
New Brunswick Financial & Consumer Services Commission 2026-01-06
Financial and Consumer Services Commission of New Brunswick implements protected titles for financial advisors and financial planners with two and four year transition periods
The Financial and Consumer Services Commission of New Brunswick has implemented the Financial Advisor and Financial Planner Title Protection Act as of 1 January 2026, establishing a title protection regime requiring minimum education standards and oversight by Commission-approved credentialing bodies. Transition periods of two years for financial advisors and four years for financial planners are provided for those using the titles without approved credentials.