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The IQPF

Who are we?

 

The Institut québécois de planification financière (IQPF) is the only organization in Quebec authorized to grant financial planning diplomas and to establish rules concerning the ongoing professional development of professional financial planners. 

Only professionals recognized by the Institut québécois de planification financière are authorized to use the title of Financial Planner (F.Pl.).

The IQPF is also the only organization entirely dedicated to and reserved for financial planners.

 

Vision

 

Financial planning as the cornerstone of sound financial management.

 

Mission

 

To protect the financial well-being of Quebec consumers by overseeing the training and qualification of financial planners.

 

Values

 

The IQPF relies on the following values to achieve its mission:

Integrity
 Act honestly and in good faith, in keeping with our mission and our vision.

Professionalism
Train financial planners to the highest quality standards so their know-how and competencies can contribute effectively to the financial health of Quebecers.

Diligence
Uphold efficiency and discipline, in keeping with ethical and deontological rules.

Transparency
Maintain clarity and account for our actions fairly and faithfully, to establish an atmosphere of trust and confidence.

IQPF affiliates rely on these same values in their practice of the profession:

Integrity
Act honestly and in good faith, in keeping with the best interests of their clients.

Professionalism
Use their know-how and competencies skilfully to contribute effectively to the financial health of their clients.

Diligence
Uphold efficiency and discipline, in keeping with professional standards and ethical and deontological rules.

Transparency
Maintain clarity and ensure that their clients have a complete understanding of the services offered to them, to establish a relationship of trust and confidence.