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 unless you take additional courses (contact Université Laval for more information).
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.