To become a financial planner, you must complete the academic training
described under the Regulations or have the academic
equivalency, then follow the IQPF's Professional Training Course
and pass the IQPF exam.
A financial planner is a personal financial
professional, a generalist who analyses the complex and intricate
aspects of a client’s financial situation in order to develop a
personalized action plan and refer the client to the appropriate
specialists, as needed.
As a professional in an advisory role, a financial
planner has to be a good communicator, acting as a sounding board
for the client and discussing various aspects of the client’s
personal, family and professional life.
An F.Pl. has the skills needed to conduct a
detailed analysis of every aspect that affects the sound management
of personal finances. Drawing on broad financial expertise, an
F.Pl. plays an important role in key moments of people’s lives.
The financial planner title stands for credibility,
integrity and competence!
Fields of
interest
Financial planning involves…
- estates
- finance
- insurance and risk management
- investment
- legal aspects
- retirement
- taxation
Competencies
- Establish the client profile
- Listen to the client and establish a trusting relationship
- Use a relational rather than transactional approach
- Establish the client’s personal and professional goals
- Develop a capacity for analysis, synthesis and judgment
- Have the knowledge and competencies needed to participate and
cooperate with other personal financial planning
intermediaries
- Develop and maintain a network of specialists for support and
reference
- Coordinate the work of specialists involved in the client’s
file
- Behave ethically and observe the rules of professional
conduct
- Make a social commitment to improve the economic well-being of
the public
- Embrace the professional development process
Aptitudes
- Capacity for analysis and synthesis
- Ability to make a diagnosis
- Ease of communication
- Rigorous, logical, methodical mind
- Independence, order, attention to detail
- Sense of organization
- Ability to write clearly
Proud partners of the
IQPF