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Vision, mission, values

Vision

To stand as the benchmark for personal finance through the official recognition of the profession of financial planner.

Mission

To protect the personal finances of the public by training financial planners and establishing standards of professional practice.

Values

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

Commitment
Use our knowledge and expertise to promote the advancement of the profession.

Excellence
Train financial planners to the highest quality standards so their knowledge and competencies can contribute effectively to the financial health of Québecers.

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

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:

Commitment
Make a commitment to place their knowledge and competency at the service of their clients.

Excellence
Strive to excel in order to attain the highest level of expertise.

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