In addition to qualifying you to develop and manage comprehensive financial plans for your clients, your DFSA™ designation provides you with the following benefits and exclusive member access:
The DFSA™ is approved by the Financial Services Regulatory Authority of Ontario (FSRA) for using the Financial Advisor title in the province of Ontario.
Free access to all webinars designed for financial advisors on the latest industry trends and topics through CSI Live.
Opportunity to conduct your own webinar through CSI Podium.
The CE Tracker is an interactive dashboard that serves as a central repository for DFSA™ holders to track and manage their CE requirements to maintain their DFSATM designation. It will be updated by January 1, 2024, to include the DFSATM.
National promotion and advertising campaigns that create awareness of the DFSA™ designation, including opportunities to be featured.
CSI works hard to promote the DFSA™ letters on behalf of our designation holders. Our goal is to build awareness of the DFSA™ by emphasizing its value to the financial services community, employers and the investing public. We do this annually through advertising and public relations campaigns across print, digital and out-of-home (public) media.