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Executive Program

The IQPF Executive Program is comprised of 6 course modules that cover the various financial planning areas. Each module is about 24 hours long and includes videos, readings, exercises and multiple-choice questions. Each module is followed by a 3-hour in-class exam.

This program can be completed at your own pace, at the time and place of your choice, based on your availability. Please note that it is only available in French.

 

Modules of the Executive Program

 

The first 3 modules must be taken in order.

  1. Legal aspects and succession
  2. Taxation
  3. Finance
  4. Investment
  5. Retirement
  6. Insurance and risk management

 

Who is the Executive Program for?

 

This program is for people with a BA that is recognized in Québec as well as 2 years of experience (within the last 5 years) in Canada in at least one personal financial planning area (estates, finance, investment, insurance and risk management, legal aspects, retirement and taxation).

 

How to apply

 

  • Complete the application form found here
  • Include the application and file analysis payment
  • Enclose a certified copy of university diplomas or final transcripts
  • Provide 2 sworn letters (affidavits), each signed by a different supervisor, attesting to the applicant's experience. The letters must say that the applicant has had at least 2 years of experience (within the last 5 years) in Canada in at least one financial planning area. The letters must also describe the applicant's duties and responsibilities

 

Once you have completed the program

 

After completing the program, you will still have 2 steps to complete in order to receive the IQPF financial planning diploma:

  • Take the professional training program
    The professional training program is offered twice a year, in spring and fall
  • Pass the final exam
    The exam is held twice a year, in June and December

 

Costs

  

Application and file analysis fee $229.95 (taxes included)
Cost of each module (including the module and 3 attempts at passing the exam) $569.13 (taxes included)
La Collection de l’IQPF, main reference book $336.00 (GST included)
La Collection update (if applicable) $131.25 (GST  included)

      

Contact

  

Email us at formationprofessionnelle@iqpf.org.

 

PDUs with the Chambre de la sécurité financière

 

The Executive Program's 6 modules are accredited with the CSF.

Legal aspects and succession

2 PDUs in insurance of persons
22 PDUs in general subjects
Accreditation number: CSF15-03-33560

Taxation

20 PDUs in general subjects
3 PDUs in group savings plan brokerage
1 PDU in insurance of persons
Accreditation number: CSF15-03-33561

Finance

24 PDUs in general subjects 
Accreditation number: CSF12-10-28505

Investment

3 PDUs in general subjects
21 PDUs in group savings plan brokerage
Accreditation number: CSF14-04-31689

Retirement

11 PDUs in group savings plan brokerage 
2 PDUs in general subjects
11 PDUs in group insurance of persons 
Accreditation number: CSF12-10-28506

Insurance and risk management

4 PDUs in general subjects
20 PDUs in insurance of persons
Accreditation number: CSF12-10-28504