Specific Qualifcations shall be as follows:
A member of the British Columbia Bar who holds a current practice certificate from the Law Society of British Columbia.
A member of the Institute of Chartered Accountants of British Columbia or the Certified General Accountants Association.
Chartered Life Underwriters
A member in good standing of one or both of the Financial Advisors Association of Canada (Advocis) or the Canadian Institute of Financial Planners who holds the Chartered Life Underwriter designation.
Trust Company Representatives
A member in good standing of one or more of the Financial Advisors Association of Canada (Advocis), the Institute of Advanced Financial Planners or the Financial Planners Standards Council who holds one or more of the following designations:
A member of the Canadian Association of Gift Planners and the individual must work for or be retained by a registered charity.
Licensed with the British Columbia Securities Commission as a Portfolio Manager.
A member of the academic staff of any University, Community College, or other post-secondary institution with the province of British Columbia.
A Fellow of the Canadian Institute of Actuaries who specializes in pension consulting, or otherwise experienced in the field of pension consulting.
An applicant who:
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