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Academic Equivalency

Academic Equivalency

Academic equivalency may be granted to people who meet the requirements of one of the five following categories:

CATEGORY I	CATEGORY II	CATEGORIES III AND IV	CATEGORY V
Graduate degree with a major in personal financial planning, consisting of a minimum of 45 hours of courses in each of the personal financial planning areas – finance, taxation, law, retirement, successions, investment and insurance or Certified Financial Planner (CFP) with an undergraduate or graduate degree in administration, economics, law, actuarial sciences or any other related field recognized by the IQPF, or at least 3 certificates in one or more of these fields, each involving a minimum of 450 course hours at the university level, and at least 25 different courses	CA, CGA, CMA, lawyer, notary	CATEGORY III Graduate or undergraduate university degree in administration, economics, law or actuarial sciences, or three certificates in one or more of these disciplines each comprised of a minimum of 450 course hours at the university level, and at least 25 different courses or C.Adm. with a bachelor's degree in administration, economics, law, actuarial sciences or any other related field recognized by the IQPF CATEGORY IV Chartered administrator, chartered life underwriter (CLU), securities fellow, Canadian Investment Manager (CIM), Financial Risk Manager (FRM), Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Conseiller en investissements financiers (CIF in France), Associate of the society of actuaries (ASA) or Fellow of the society of actuaries (FSA) and two certificates in administration, economics, law or actuarial sciences each comprised of a minimum of 450 course hours at the university level	Graduate or undergraduate degree or at least three certificates, each involving a minimum of 450 course hours at the university level, and at least 25 different courses
		Two years of experience in at least one of the seven financial planning areas within the last five years
	IQPF equivalency exam* in each of the seven personal financial planning areas		IQPF Executive Program (six segments focused on the seven financial planning areas) and pass the exam for each segment
IQPF Professional Training Course (54 hours) IQPF single examination (4 hours) Financial planner diploma

*Candidates who meet the requirements of categories II, III and IV must pass an equivalency exam at a date agreed upon by the IQPF and the candidate. This exam consists of 90 multiple choice questions, divided up between the financial planning areas. The passing grade for the exam is 70% in each of these areas. The price of the exam is $1 200 plus tax (prices may change without notice).

If a candidate fails in one or more of the tested areas, he or she will have to complete the IQPF's Executive Program or a university course for each of the failed areas before following the IQPF Professional Training Course.

Download the Request for Academic Equivalency form.

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