Consultation - Regulation of Financial Planners

Toronto, April 18, 2018 - The Canadian Securities Institute (CSI) is pleased to submit the following remarks in response to the consultation on the proposal to restrict use of the 'Financial Planner' title in Ontario. CSI is the leading provider of financial services credentials and learning programs in Ontario and Canada. We are the exclusive proficiency partner to the Investment Industry Regulatory Organization of Canada (IIROC), and, as such, we offer all proficiency courses and examinations for securities licensing purposes. We also offer specialized financial services designations, including the Personal Financial Planner (PFP®) designation.