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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 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: Finance Concepts
CSF21-09-55799
General subjects
3
Virtual Class 3: Mélodie Julien Case Study - Analysis and Recommendations
CSF21-09-55800
General subjects
6
Virtual Class 4: Verne-Christie Case Study - Analysis and Recommendations
CSF21-09-55801
General subjects
6
Virtual Class 5: Review of Key Concepts Used in Case Studies 03, 04 and 05
CSF21-09-55802
General subjects
3
Mixed Activity: Practice Exam
CSF21-09-55803
General subjects
6