Programme de spécialisation Accompagner et conseiller l’entrepreneur ou entrepreneure dans sa PFPI

This digital certification indicates that the individual has participated in the Accompagner et conseiller l'entrepreneur ou entrepreneure dans sa PFPI program (ACE program) and completed the program's evaluation activities, which consist of forum interventions, multiple-choice questionnaires and the resolution of a case study. The ACE program is designed for experienced financial planners, enabling them to develop greater expertise in supporting entrepreneurs. In this [...]

Microprogram in Financial Planning

This digital certification indicates that the participant has completed all three modules of the Microprogram in Financial Planning and passed the exam for each module. The Microprogram enables participants to acquire essential knowledge in three key areas: finance, retirement and taxation. Each virtual module is 24 hours long and includes a final exam. The Microprogram in Financial Planning explores the fundamentals of personal financial [...]

Financial Planning Diploma

This digital certification indicates that the individual has completed the Institute of Financial Planning’s Professional Training Course (PT Course) and passed the Institute’s exam. The Professional Training Course and the exam are mandatory requirements in Quebec in obtaining the title of financial planner (F.Pl.). The PT Course provides a comprehensive analysis methodology that allows financial planners to integrate their knowledge and skills in [...]
ABOUT THE INSTITUTE

The Institute of Financial Planning (the Institute) is the only organization in Quebec authorized to award the financial planning diploma. As the leader in developing and promoting personal financial planning, the Institute’s mission is to ensure that today’s and tomorrow’s financial services professionals have the knowledge, the know-how and the social skills required to contribute to the financial well-being of people, families and communities.

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WHERE TO REACH US

  • 3, place du Commerce,
    office 501
    Île-des-Sœurs, Verdun
    (Québec) H3E 1H7
    • Phone number :
    514 767-4040
    1 800 640-4050

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