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
|
Web modules:
Introduction, Case
Studies 01, 02, 03, 04
and 05 |
CSF19-09-51954
|
General subjects |
23
|
Virtual class 2:
Questions on Case
Studies 01 and 02 |
CSF-19-03-48060
|
General subjects |
3
|
In-class course:
Resolution of the
Verne-Christie Case
Study |
CSF19-03-48059
|
General subjects
Group savings plan brokerage
Insurance of persons |
4
1
1
|
In-class course:
Corporate taxation in
Financial Planning |
CSF18-10-44064
|
General subjects |
6
|
In-class course:
Case resolution
Hector Durand |
CSF18-10-44061
|
General subjects
Group savings plan brokerage |
2
4
|
Virtual class 3:
Questions on Case
Study 03, 04 and 05 |
CSF19-09-51953
|
General subjects |
3
|
In-class course:
Exam simulation |
CSF18-10-44060
|
General subjects
Group savings plan brokerage
Insurance of persons |
2
2
2
|