Account & Security
Your professional credentials
Record your certifications, licensed provinces, and insurer representation on your advisor profile.
Introduction
The Credentials panel is where you record the professional information behind your advisor profile: the designations you hold, the provinces where you are licensed to practice, and the insurers you represent. This page covers what to fill in and why keeping it current matters.
What to fill in
Open your account settings and select Credentials. Three fields make up the panel:
Certifications: the designations you hold (for example, CFP, CLU, CHS, RIS). Add as many as apply.
Licensed provinces: the Canadian provinces and territories where you are licensed to sell insurance and give advice.
Insurer representation: the insurance carriers you are contracted with.
Changes save as soon as you enter them.
Why it matters
Your credentials make up the professional side of your advisor profile in DNA. Keep the section current whenever you pick up a new designation, expand into a new province, or change your carrier appointments. An up-to-date profile means DNA always knows what you are licensed to sell today, not what you were licensed to sell a year ago.