If, in the last 5 years, you have acquired 2 years of
experience in at least one of the seven personal financial planning
areas in Canada and you have a university education, you may qualify for
Category V academic equivalency.
To qualify, you must have one of the following combinations of
education:
- A bachelor’s or master's degree
- At least 3 certificates (comprised of a minimum of 450
course-hours at the university level) with at least 25 different
courses taken as part of the program
If you meet these requirements, to become a financial planner,
you must pass the IQPF Executive Program.
Once you have completed this step, you will have to take the
IQPF Professional Training Course and pass the IQPF exam
(4 hours).
Finally, to be able to use the financial planner title, you will
have to obtain a representative’s certificate from the Autorité des
marchés financiers.
Download the academic equivalency application
form.