Academic Training
The IQPF issues the financial planning diploma to any person who meets the academic requirements under the Regulations. Candidates must first complete a personal financial planning university program approved by the IQPF. Once this is done, they must follow the Professional Training Course and pass the IQPF exam.
To enrol in one of the personal financial planning programs approved by the IQPF, you must contact the institution directly:
|
Teaching institution |
Program |
Learning formula |
Information |
|
Université Laval |
Certificate in financial services and two certificates* or Bachelor of administration - Specialized stream in financial services |
In class (French) Distance (French) (certain courses only)
|
Undergraduate program directorate |
|
Université du Québec |
Certificate in financial planning and two certificates* |
In class (French) Distance TELUQ |
Financial planning certificate secretariat |
|
Université du Québec à Trois-Rivières |
Bachelor of business administration -Concentration in financial |
In class (French) Distance TELUQ |
Department of Management studies |
|
Université du Québec à Rimouski |
Bachelor of administration - Concentration in personal financial services or Certificate in financial planning and two certificates* |
In class (French) |
Rimouski Campus: Lévis Campus: |
|
Canadian Security Institute |
Quebec Financial Planning Program and two certificates* |
Distance (French, certain courses only, and English) |
Customer Service |
|
HEC Montréal |
Certificate in personal financial planning and two certificates* |
In class (French) |
Certificate Programs Administrative Direction |
|
McGill University |
Diploma in Finance |
In class (evenings) (English) |
Continued Education: 514-398-6200 |
* 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.