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Parcours intensif en gestion dans le contexte des entreprises de planification financière + three years of experience

If, in the last 5 years, you have acquired 3 years of experience in at least one of the 7 personal financial planning areas in Canada and you have successfully completed the Université Laval's Parcours intensif en gestion dans le contexte des entreprises de planification financière program, you may qualify for Category V academic equivalency.

If you meet these requirements, to become a financial planner, you must pass the IQPF Executive Program.

Once you have completed this step, you will have to take the IQPF Professional Training Course and pass the IQPF exam (4 hours).

Finally, to be able to use the financial planner title, you will have to obtain a representative’s certificate from the Autorité des marchés financiers.

Download the academic equivalency application form.