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
|