Resources

Home>
Future Student>
Executive Program

The Executive Program in brief

The Executive Program offers an intensive course with the IQPF to eliminate knowledge gaps in specific areas and accelerate access to the financial planner diploma.

The process begins with an equivalency exam to determine the financial planning areas where you need further study: legal aspects and estate planning, insurance, finance, taxation, investment, retirement planning.

You then take an intensive Executive Program training course geared specifically to your needs and covering only areas where you require further knowledge.

The Executive Program is divided into six segments focused on the seven financial planning areas. Each segment includes 24 hours of class time given over four days, on weekends, and ends with an examination.

Eligibility requirements

Be a member in good standing of a professional order (Barreau, Ordre des CA, Ordre des CGA, Ordre des CMA, Chambre des notaires du Québec)

Hold an MBA or other recognized title in combination with relevant experience and recognized training related to financial planning

Interested? Contact Julie Mille, Coodinator, Professional Training, at 514-767-4040, ext. 226.