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Academic Training

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) - Specialized stream 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 en Outaouais Certificate in financial planning and two certificates* Currently suspended
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 (4 or 5 courses with TELUQ distance education)

or

Bachelor of accounting sciences - Personal financial planning profile
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.