1 – CFA^® – A professional certificate offered through the CFA Institute®. The certification qualifies one to be a financial analyst. To qualify for a CFA®, one must have worked a certain number of years in the financial industry and must complete three levels of exams on all topics related to investing. CFA® charterholders are required to adhere and annually attest to the CFA Institute® Code of Ethics and Standards of Professional Conduct. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

2 – CFP® – The CFP® designation is granted by the Financial Planning Standards Council to those who have met its educational standards, passed the CFP® examination, satisfied a work experience requirement and agree to abide by FP Canada Code of Ethics. CFP® and Certified Financial Planner® are trademarks owned outside the U.S. by Financial Planning Standards Board Ltd. Financial Planning Standards Council is the marks licensing authority for the CFP® marks in Canada, through agreement with FPSB.

3 – CIM^® – A professional program offered through the Canadian Securities Institute. To qualify for a CIM® designation, one must have worked two years in the financial industry and must complete a certain number of courses and/or examinations on all topics related to investing. CIM® designation holders must comply with the continuing education requirements of the designation and have agreed to abide by the CIM® Code of Ethics.

4 – CPA – A professional designation offered by CPA Canada. The designation qualifies one to be a chartered professional accountant. To qualify for a CPA designation, one must have completed the CPA Professional Education Program, gained 24 months of practical experience completed on a full-time basis and passed the Common Final Examination. Holder of the CPA designation must comply with the continuing education requirements of the designation and have agreed to abide by the Code of Ethics of Chartered Professional Accountants.

5 – F.Pl. – The Financial Planner (F.Pl.) title is granted in Quebec by the Autorité des marchés financiers (AMF) to those who have met its educational standards, passed the Institut de planification financière (IPF) examination, satisfied a work experience requirement and agree to abide by Chambre de la sécurité financière (CSF) Code of Ethics.

6 – MBA – Master of Business Administration

7 – MSc – Master of Science