Q1- What do I
need to do to become a financial planner?
R1- There are two ways to obtain the financial
planner diploma: through academic training or through academic
equivalency.
ACADEMIC TRAINING
The IQPF issues the financial planning diploma to any person who
meets the academic requirements under the Regulations.
Several teaching institutions offer personal financial planning
programs approved by the IQPF. To enrol in one of these programs,
you must contact the institution directly:
Teaching institution |
Program |
Learning formula |
HEC
Montréal |
Certificate in personal financial planning and two
certificates* |
In class (in French) |
McGill
University |
Diploma in Applied Finance (until 2013)
or
Graduate Certificate in Financial Planning |
In class (evenings) |
Université
Laval |
Certificate in financial planning and two
certificates*
or
Bachelor of business administration (BBA) - Concentration
in financial planning |
In class (in French)
Distance education (in French) |
Université du Québec en
Abitibi-Témiscamingue |
Certificate in financial planning and two
certificates* |
In class combined with TELUQ distance education (in
French) |
Université du Québec à Chicoutimi |
Certificate in financial planning and two
certificates* |
In class (in French)
TELUQ distance
education (in French) |
Université du Québec à Montréal - École des sciences de la gestion |
Certificate in financial planning and two certificates*
|
In class (in French)
TELUQ distance
education (in French) |
Université du Québec
à Rimouski |
Bachelor of administration - Concentration in
personal financial services
or
Certificate in financial planning and two certificates* |
In class (in French) |
Université du Québec à
Trois-Rivières |
Bachelor of business administration -
Concentration in finance (4 or 5 courses with TELUQ distance
education)
or
Bachelor of accounting sciences - Personal financial
planning (PFP) profile |
In class (in French) |
Université TÉLUQ |
Bachelor of administration (concentration in financial planning)
or
Certificate in financial planning (general program) and two certificates*
or
Certificate in financial planning (Desjardins Group program) and two certicates* |
Distance education (in French) |
Canadian Securities Institute |
Financial Planning Program - Quebec and two
certificates* |
Distance education (in French and in
English) |
* Two other university certificates
of 450 hours each in any of the following disciplines:
administration, law, economics or actuarial studies. The other two
certificates must be approved by your teaching
institution.
ACADEMIC EQUIVALENCY
Academic equivalency may be granted to people with
a variety of combinations of university education, professional
titles and professional experience.
Master's
degree with a concentration in financial planning
CFP
title + university education
CPA,
lawyer, notary
University
education in administration, economics, law or actuarial science +
two years of experience
C.Adm.
with bachelor’s degree in administration, economics, law or
actuarial science + two years of experience
Bachelor's
or master's degree + certificate in financial planning and two
years of experience
Recognized
title and two certificates in administration, economics, law or
actuarial science + two years of experience
University education + two years of experience
Parcours intensif en gestion dans le contexte des entreprises de planification financière + three years of experience