IQPF Professional Training Course

The IQPF’s Professional Training Course (PT Course) is a mandatory condition in obtaining the financial planner diploma. It is the step that follows academic training or its equivalent. The Professional Training Course consists of in-class and online sessions, supplemented with web modules, readings and exercises. It offers a synthesis of the knowledge already acquired and provides the necessary methodology to apply this knowledge to personal financial planning.

After completing the PT Course, candidates must take the IQPF 4-hour in-class exam. Once the exam passed, the candidate is a graduate of the IQPF. To use the Financial Planner title, a graduate must obtain a certificate issued by the Autorité des marchés financiers.

Dates and Costs



PDUs with the Chambre de la sécurité financière


Courses from the PT Course are accredited with the CSF. Accreditation numbers and PDU categories to be determined.