Description

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 13-week program, participants explore the specific needs of entrepreneurs in terms of integrated personal financial planning, and develop strategies for successfully supporting this type of clientele.

Upon completion of the program, participants will have learned to:

• better understand and identify the integrated financial planning needs of entrepreneurs
• develop strategies tailored to the personal and professional objectives of entrepreneurs
• develop solid partnerships with entrepreneurial clients
• tailor recommendations to the unique situation of the entrepreneurial client
• apply the skills developed to professional practice

Frame of reference

The Institute of Financial Planning's ACE program 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 de l’Institut also contains some theoretical and technical content necessary to successfully complete the program. A summary of the process (Situational Integration Framework) is presented in the Professional Standards, 2023 revision.

Criteria