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 the 7 financial planning areas in a way that addresses their clients' needs. 

The individual has developed:

  • the ability to exercise their judgment and to communicate complex financial concepts
  • the ability to analyze facts using the situational integration framework developed by the Institute to fully integrate the knowledge and skills of the 7 financial planning areas, which means ensuring that all aspects of an individual's or family's financial life are covered

Frame of reference

The Institute of Financial Planning's PT Course is based on the Integrated Personal Financial Planning (IPFP) process, an analysis method developed by the Institute, and on the knowledge and skills of the 7 financial planning areas. La Collection contains the theoretical and technical content required to successfully complete the PT Course. Also, a summary of the process (Situational Integration Framework) is presented in the Professional Standards, 2020 Revision


  • Has completed the required academic training or has the academic equivalency 
  • Has taken the Institute of Financial Planning's PT course
  • Has passed the Institute of Financial Planning’s exam

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.

  • 3, place du Commerce,
    office 501
    Île-des-Sœurs, Verdun
    (Québec) H3E 1H7
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