A A A

University education + two years of experience

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.