Financial Advisor Credentials by Country

Global investors can use this quick reference when evaluating a trusted financial advisor.

• United States: CFP, CFA, CPA; check SEC IAPD and FINRA BrokerCheck.
• United Kingdom: FCA authorization; chartered financial planning pathways.
• Canada: Provincial oversight and credential-specific registries.
• Australia: ASIC-registered and licensed advisory entities.
• India: SEBI-registered advisor categories and disclosures.

Always verify legal registration, compensation model, conflicts, and scope of service before engagement.

Related pages: Fiduciary vs Advisor | Trusted Advisor Hub