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Mission, Vision, Values

Mission

As the leader in developing and promoting personal financial planning, ensure that today’s and tomorrow’s financial services professionals have the knowledge, the know-how and the social skills required to contribute to the financial well-being of people, families and communities.

Vision

Be the frontrunner in personal financial planning education, recognized as a world-class teaching institute by both professionals and employers.

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.