The financial management advisor (FMA) is a professional designation of the Canadian Securities Institute (CSI), the official educator of the Canadian securities industry. The FMA is a personal financial planning designation which is usually a precursor to the certified financial planner (CFP) designation.
The Financial Management Advisor (FMA) is a professional designation offered by the Canadian Securities Institute (CSI), which is the official educator for the Canadian financial services industry. It is a personal financial planning designation that often serves as a stepping stone towards becoming a Certified Financial Planner (CFP).