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Event information

NPPF13A Partial Financial Planning Mandates


This course is for all financial planners who want to know more about partial financial planning mandates.

In this series of training sessions, you will examine:

  • The obligations of acting as a financial planner
  • The IQPF’s professional standards
  • The partial financial planning mandate proposed by the IQPF
  • An overview of cognitive biases that may lead to suboptimal analyses and recommendations

    This course is divided into seven one-hour sections, each of which is a standalone module. The first section, NPPF13 Introduction to partial mandates, is the only mandatory part of the course. You must successfully complete the introduction in order to access the six other optional sections, each dedicated to one financial planning situation for the client. For each section, completing all the activities and passing the final quiz will earn you one PDU in SC-FP.

    Sections Mandatory/Optional Duration/PDU
    NPPF13 Introduction to partial mandates Mandatory 1
    NPPF13 Partial mandate: Personal and family situation Optional 1
    NPPF13 Partial mandate: Financial situation Optional 1
    NPPF13 Partial mandate: Tax situation Optional 1
    NPPF13 Partial mandate: Protection situation Optional 1
    NPPF13 Partial mandate: Retirement situation Optional 1
    NPPF13 Partial mandate: Personal situation at death Optional 1