The Financial Services Regulatory Authority of Ontario has reminded individuals using the Financial Planner title, or similar, to ensure they meet Ontario’s title protection framework requirements by holding an approved credential, with the transition period ending on March 28, 2026. After that date, individuals who do not hold an approved credential from a FSRA-approved credentialing body will no longer be permitted to use the Financial Planner title in Ontario. The transition period applies only to individuals who were using the Financial Planner title on or before January 1, 2020. Continuing to use the title without an approved credential may result in enforcement action under the Financial Professionals Title Protection Act, 2019, and FSRA encouraged title users to confirm whether their credential is approved and, if not, take steps to obtain an approved credential before the deadline, using its published list of approved credentialing bodies and credentials, supervisory framework guidance and credential-check tool.
Financial Services Regulatory Authority of Ontario 2026-03-23
Financial Services Regulatory Authority of Ontario reminds Financial Planner title users to obtain an approved credential ahead of March 28, 2026 deadline
The Financial Services Regulatory Authority of Ontario reminds individuals using the Financial Planner title to comply with Ontario’s title protection framework by holding an approved credential, with the transition period ending on March 28, 2026. After this date, unauthorized use may lead to enforcement under the Financial Professionals Title Protection Act, 2019. The transition applies to those using the title since January 1, 2020, and FSRA advises checking credential approval status.