Designated Financial Services Advisor (DFSA™)

Issued by Canadian Securities Institute

This digital credential indicates that the individual has completed the requirements to achieve the Designated Financial Services Advisor (DFSA™) designation and use the Financial Advisor title under the Ontario Financial Title Protection regulation. They possess the knowledge and professional conduct to provide appropriate advice to address a client’s financial situation.

Skills

Client Relationship Management
Financial Advice
Financial Markets
Investment Planning

Earning Criteria

Completed 100 - 150 hours of study
Successfully passed at least one proctored examination
Annual adherence to the Code of Ethics and Continuing Education Requirements
Overall Designation Requirements
Supervised by a Credentialing Body
Information in French

Standards

FSRA Proficiency Requirements

The Financial Services Regulatory Authority of Ontario (FSRA) Oversees Ontario’s new legislation that limits the use of “Financial Planner” and “Financial Advisor” titles. Individuals must obtain a credential from an approved credentialing body before using these titles. The DFSA is an approved credential.