Know your adviser

Designations

Do you want to know what the initials on your investment adviser or financial planner's business card mean? Select from the list below to find out what it represents, the organization that issues the designation, and how to contact that organization for more information.

CA CHFC FCSI RFP
CFA CIM FMA SFC
CFP CLU PFP
CGA CMA PRP   

CA Chartered Accountant
Canadian Institute of Chartered Accountants New window
800-268-3793

Institute of Chartered Accountants of B.C. New window
604-681-3264 or 800-663-2677
   
CFA Chartered Financial Analyst
CFA Institute New window
800-247-8132
   
CFP

Certified Financial Planner
Financial Planners Standards Council New window
800-305-9886

Chartered Financial Planner
(program phased out in 1998)
Canadian Institute of Financial Planners New window
888-865-2437
   
CGA

Certified General Accountant
Certified General Accountants Association of Canada New window
604-669-3555 or 800-663-1529

Certified General Accountants Association of B.C. New window
800-565-1211
   
CHFC Chartered Financial Consultant
(program phased out in 2002)
Advocis New window (The Financial Advisors Association of Canada)
(previously administered by the Canadian Association of Insurance and Financial Advisors)
800-563-5822
   
CIM Canadian Investment Manager
Canadian Securities Institute New window
866-866-2601
   
CLU Chartered Life Underwriter
Advocis New window (The Financial Advisors Association of Canada)
(previously administered by the Canadian Association of Insurance and Financial Advisors)
800-563-5822
   
CMA

Certified Management Accountant
CMA Canada New window (The Society of Management Accountants of Canada)
800-263-7622

Certified Management Accountants Society of B.C. New window
604-687-5891
   
FCSI Fellow of the Canadian Securities Institute
Canadian Securities Institute New window
866-866-2601
   
FMA Financial Management Advisor
Canadian Securities Institute New window
866-866-2601
   
PFP Personal Financial Planner
Institute of Canadian Bankers New window 
800-361-7339
   
PRP Professional Retirement Planner 
Canadian Association of Pre-Retirement Planners New window
519-273-5616
   
RFP Registered Financial Planner
Institute of Advanced Financial Planners New window
(previously administered by the Canadian Association of Financial Planners) 
888-298-3292
   
SFC

Specialist in Financial Counseling
(program phased out)
Institute of Canadian Bankers New window
800-361-7339

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