The IQPF issues the financial planning diploma
to any person who meets the academic requirements under the
Regulations. Candidates must first complete a personal financial
planning university program approved by the IQPF. Once this is
done, they must follow the Professional Training Course
and pass the IQPF exam.
To enrol in one of the personal financial planning programs
approved by the IQPF, you must contact the institution
directly:
| Teaching institution |
Program |
Learning formula |
| HEC
Montréal |
Certificate in personal financial planning and two
certificates* |
In class (in French) |
| McGill University |
Diploma in Applied Finance (until 2013)
or
Graduate Certificate in Financial Planning |
In class (evenings) |
| Université Laval |
Certificate in financial planning and two
certificates*
or
Bachelor of business administration (BBA) - Concentration
in financial planning |
In class (in French)
Distance education (in French) |
| Université du Québec en
Abitibi-Témiscamingue |
Certificate in financial planning and two
certificates* |
In class combined with TELUQ distance education (in French) |
| Université du Québec à Chicoutimi |
Certificate in financial planning and two
certificates* |
In class (in French)
TELUQ distance education (in
French) |
| Université du Québec à Montréal - École des sciences de la gestion |
Certificate in financial planning and two certificates*
|
In class (in French)
TELUQ distance education (in
French) |
| Université du Québec à Rimouski |
Bachelor of administration - Concentration in
personal financial services
or
Certificate in financial planning and two certificates* |
In class (in French) |
| Université du Québec à
Trois-Rivières |
Bachelor of business administration -
Concentration in finance, Financial Planning Profile
or
Bachelor of accounting sciences - Personal financial
planning (PFP) profile
or
Certificate in financial planning and two certificates* |
In class (in French) |
| Université TÉLUQ |
Bachelor of administration (concentration in financial planning)
or
Certificate in financial planning (general program) and two certificates*
or
Certificate in financial planning (Desjardins Group program) and two certicates* |
Distance education (in French) |
| Canadian Securities Institute |
Financial Planning Program - Quebec and two
certificates* |
Distance education (in French and in
English) |
* Two other university certificates
of 450 hours each in any of the following disciplines:
administration, law, economics or actuarial studies. The other two
certificates must be approved by your teaching
institution.