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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

Application

 

PDUs with the Chambre de la sécurité financière

 

Courses from the PT Course are accredited with the CSF:

Courses
Accréditation No.
Categories
PDUs
Virtual class 2
To come
To come
To come
Virtual class 3
To come
To come
To come
Virtual class 4
To come
To come
To come
Virtual class 5
To come
To come
To come
Virtual class 6
To come
To come
To come