The IQPF Executive Program is comprised of 6 course modules
that cover the various financial planning areas. Each module is about 24
hours long and includes videos, readings, exercises and
multiple-choice questions. Each module is followed by a 3-hour
in-class exam.
This program can be completed at your own pace, at the time and
place of your choice, based on your availability. Please note that
it is only available in French.
Modules of the Executive Program
The first 3 modules must be taken in order.
- Legal aspects and succession
- Taxation
- Finance
- Investment
- Retirement
- Insurance and risk management
Who is the Executive Program for?
This program is for people with a BA that is recognized in
Québec as well as 2 years of experience (within the last 5 years) in Canada in at least one personal financial
planning area (estates, finance, investment, insurance and
risk management, legal aspects, retirement and taxation).
How to apply
- Complete the application form found here
- Include the application and file analysis payment
- Enclose a certified copy of university diplomas or final
transcripts
- Provide 2 sworn letters (affidavits), each signed by a different supervisor, attesting to the applicant's experience. The letters
must say that the applicant has had at least 2 years of
experience (within the last 5 years) in Canada in at least one financial planning area. The letters must also describe the applicant's duties and
responsibilities
Once you have completed the program
After completing the program, you will still have 2 steps to
complete in order to receive the IQPF financial planning
diploma:
- Take the professional training program
The professional training program is offered twice a year, in
spring and fall
- Pass the final exam
The exam is held twice a year, in June and December
Costs
| Application and file analysis fee |
$229.95 (taxes included) |
| Cost of each module (including the module and 3 attempts at passing the exam) |
$569.13 (taxes included) |
| La Collection de l’IQPF, main reference book |
$336.00 (GST included) |
| La Collection update (if applicable) |
$131.25 (GST included) |
Contact
Email us at formationprofessionnelle@iqpf.org.
PDUs with the Chambre de la sécurité financière
The Executive Program's 6 modules are
accredited with the CSF.
Legal aspects and succession
2 PDUs in insurance of persons
22 PDUs in general subjects
Accreditation number: CSF15-03-33560
Taxation
20 PDUs in general subjects
3 PDUs in group savings plan brokerage
1 PDU in insurance of persons
Accreditation number: CSF15-03-33561
Finance
24 PDUs in general subjects
Accreditation number: CSF12-10-28505
Investment
3 PDUs in general subjects
21 PDUs in group savings plan brokerage
Accreditation number: CSF14-04-31689
Retirement
11 PDUs in group savings plan brokerage
2 PDUs in general subjects
11 PDUs in group insurance of persons
Accreditation number: CSF12-10-28506
Insurance and risk management
4 PDUs in general subjects
20 PDUs in insurance of persons
Accreditation number: CSF12-10-28504