Vision
To stand as the benchmark for personal finance through the official recognition of the profession of financial planner, for the protection of the public.
Mission
To protect the personal finances of the public by
training financial planners and establishing standards of
professional practice.
Values
The IQPF relies on the following values to
achieve its mission:
Commitment
Use our knowledge and expertise to promote the advancement
of the profession.
Excellence
Train financial planners to the highest quality standards
so their knowledge and competencies can contribute effectively to
the financial health of Québecers.
Integrity
Act honestly and in good faith, in keeping with our mission and our
vision.
Diligence
Uphold efficiency and discipline, in keeping with ethical and
deontological rules.
Transparency
Maintain clarity and account for our actions fairly and faithfully,
to establish an atmosphere of trust and confidence.
IQPF affiliates rely on these same values in
their practice of the profession:
Commitment
Make a commitment to place their knowledge and competency
at the service of their clients.
Excellence
Strive to excel in order to attain the highest level of
expertise.
Integrity
Act honestly and in good faith, in keeping with the best interests
of their clients.
Diligence
Uphold efficiency and discipline, in keeping with professional
standards and ethical and deontological rules.
Transparency
Maintain clarity and ensure that their clients have a complete
understanding of the services offered to them, to establish a
relationship of trust and confidence.