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Master's degree with a concentration in financial planning

If you have a master's degree with a concentration in personal financial planning – that is, a diploma that includes at least 45 course-hours in each of the financial planning areas (estates, finance, investment, insurance and risk management, legal aspects, retirement and taxation), you qualify for Category I academic equivalency. Please note that Université Laval's MBA in financial planning does not meet these criteria.  

To become a financial planner, you must earn the financial planner diploma by completing the IQPF’s Professional Training Course and passing the IQPF exam (4 hours). You can then obtain a representative’s certificate from the Autorité des marchés financiers.

Download the academic equivalency application form.