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The national registration search contains the names of all individuals and firms who are registered to sell securities in Canada, with the exception of those registered solely with the Ontario Securities Commision (OSC).

Designations

Understanding designations

Wondering about the letters and designations listed after the names of those you deal with (or are thinking about dealing with) in the finances and securities industry?

Learn more by searching through the list below – it contains some of the more common designations, memberships and training that you may come across.

Note:

  • While many of these listed designations may indicate a certain degree of knowledge, education or experience, the list is not exhaustive and none of these designations are approved or endorsed by the ASC. If you encounter any designation, including the ones on this list, always verify the person’s qualifications before seeking their investment advice.
  • Designations, the requirements for qualification and the institutions that offer/grant them change periodically - please consult the offering institution for the most up-to-date information and to verify that the person you are dealing with is in good standing.

Designation/ Credentials More information
AACI - Accredited Appraiser Canadian Institute Appraisal Institute of Canada
CA - Chartered Accountant1 Chartered Professional Accountants Alberta
CAIA -Chartered Alternative Investment Analyst Chartered Alternative Investment Analyst Association (CAIA Association)
CA∙IFA - Investigative and Forensic Accounting Chartered Professional Accountants Alberta
CAMS - Certified Anti-Money Laundering Specialist Association of Certified Anti-Money Laundering Specialists
CBV - Chartered Business Valuator Canadian Institute of Chartered Business Valuators (CICBV)
CFA - Chartered Financial Analyst CFA Institute
CFE - Certified Fraud Examiner Association of  Certified Fraud Examiners (ACFE)
CFP - Certified Financial Planner Financial Planning Standards Council (FPSC)®
CGA - Certified General Accountant1 CGA Alberta
CIA - Certified Internal Auditor The Institute of Internal Auditors (IIA)
CIM - Chartered Investment Manager CSI Global Education
CIPM - Certificate in Investment Performance Measurement CFA Institute
CMA - Certified Management Accountant1 Chartered Professional Accountants Alberta
CPA <(State, USA)> - Certified Public Accountant (U.S.)* American Institute of CPAs
CPA - Chartered Professional Accountant (Canada)1 Chartered Professional Accountants Alberta
CRA - Canadian Residential Appraiser  Appraisal Institute of Canada
CSWP - Chartered Strategic Wealth Professional CSI Global Education
FRM - Financial Risk Manager Global Association of Risk Professionals (GARP)
ICD.D - Corporate Director Institute of Corporate Directors
J.D. - Juris Doctor (Canada)2 University degree – various providers
LL.B. - Bachelor of Laws (Canada)2 University degree – various providers
LPA - Licensed Public Accountant CMA Canada
MBA - Master of Business Administration University level graduate degree – various providers
MTI - Estate and Trust Professional CSI Global Education
PFP - Personal Financial Planner CSI Global Education
PRM - Professional Risk Manager Risk Managers’ International Association (PRMIA)
Q.C. - Queen’s Counsel Appointed by the Lieutenant Governor in Council (as advised by the Minister of Justice/ Attorney General)
R.F.P. - Registered Financial Planner​ Institute of Advanced Financial Planners
T.E.P. - Trust and Estate Practitioner Society of Trust and Estate Practitioners (STEP Canada)
Notes:
1   Canada’s accounting profession is united under a new single designation, Chartered Professional
Accountant (CPA). The profession’s national body, Chartered Professional Accountants of Canada
(CPA Canada), represents and supports more than 190,000 members across the country.
CPAs are valued for their financial and tax expertise, strategic thinking, business insight, management
skills and leadership. CPA Canada has consolidated the operations of three national accounting bodies:
The Canadian Institute of Chartered Accountants, the Certified General Accountants of Canada and
The Society of Management Accountants of Canada. This has resulted in the merging of the CA, CGA and
CMA designations in Canada into one CPA designation. For more information, visit
www.cpacanada.ca.
2  To determine if an individual is entitled to practice law in a  specific jurisdiction, contact the local law
society for that jurisdiction.
Fellowship More information
FCS I- Fellow of CSI CSI Fellowship - CSI Global Education
FCA - Fellow of the Institute of Chartered Accountants Canadian Institute of Chartered Accountants (CICA)
FCGA - Fellow of the Certified General Accountants’ Association Fellowship (FCGA) Award
FCMA - Fellow of the Certified Management Accountants’ Association FCMA Award
Previously granted credentials – CSI Global Education More information
AICB - Associate, Institute of Canadian Bankers Previously Granted - CSI Global Education
CIF - Canadian Investment Finance Previously Granted - CSI Global Education
DMS - Derivatives Market Specialist Previously Granted - CSI Global Education
FICB - Fellow, Institute of Canadian Bankers Previously Granted – CSI Global Education
FMA - Financial Management Advisor Previously Granted - CSI Global Education
SME - Small Medium Enterprise Previously Granted - CSI Global Education
STI - Specialty, Trust Institute Diploma Previously Granted - CSI Global Education