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Professional Development

The IQPF is responsible for the training and education of financial planners in Quebec.

Personal financial planning programs are offered by certain Quebec universities and by the Institute of Canadian Bankers. The IQPF Professional Training course is the final stage of studies before the IQPF exam, the last step in the certification process. Visit the Future Student section for more information on how to become a financial planner.

Once graduated, financial planners can access the IQPF’s professional development activities to further their skills and keep their knowledge up to date.

 

Professional Development Requirements

 

The 2010-2011 professional development cycle (cycle 006) has been under way since December 1, 2009. On that day, your professional development unit (PDU) counter went back to zero.

The following table indicates how many PDUs you need for November 30, 2009: 

Professional development category

PDUs to complete

Integrated personal financial planning (IPFP)
15 PDUs

Training activities in one or more of the financial planning areas (SFPA)
15 PDUs

Training activities in subjects pertaining to compliance with standards, ethics and business conduct (SC), including at least 5 PDUs related directly to financial planning (SC-FP)
10 PDUs

Total
40 PDUs

 

Extra PDUs will be managed as follows:

  • Excess PDUs in the IPFP category will be transferred to the SFPA category
  • Excess PDUs in the SC-FP category will be transferred to the SC category

 

PDUs Pro Rata


Financial planners who have received or will receive their certificate from the Authorité des marchés financiers within the current professional development cycle (from December 1, 2009, to November 30, 2011) and who would like to know how many Professional Development Units they will need at the end of the cycle can contact Linda Breton at 514-767-4040 or 1-800-640-4050, extension 232.