If you are a Certified Financial Planner (CFP), you qualify for
Category I academic equivalency if you also have one of the two
following combinations of education:
- A bachelor’s or master's degree in administration, economics,
law or actuarial science or in another related discipline
recognized by the IQPF
or
- At least three certificates in one or more of these
disciplines, each comprising at least 450 course-hours at the
university level, with at least 25 different courses taken as part
of the program
In this case, to become a financial planner, you must earn your
financial planner diploma by completing the IQPF Professional
Training Course and passing the IQPF exam (4 hours). You
can then obtain your representative’s certificate from the Autorité des
marchés financiers.
Download the academic equivalency application
form.