CFP title + university education

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


  • 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.