The Designated Financial Services Advisor (DFSATM) designation is a leading credential for financial advice in Canada. It is approved by the Financial Services Regulatory Authority of Ontario (FSRA) for using the Financial Advisor title in the province of Ontario. Used by Canada’s largest financial institutions, it ensures that financial advisors have the knowledge and skills to provide appropriate advice to address a client’s financial situation.
To earn the Designated Financial Services Advisor (DFSATM) designation, candidates must meet:
Pre-Requisite Licensing Requirements:
And agree to:
CSI offers three educational paths to achieve the DFSATM designation. The DFSATM requires applicants to complete an approved education path within 2 years of being granted the designation. If you do not successfully complete the post-licensing courses, you will lose the right to use the designation and the right to use the title Financial Advisor in the province of Ontario.