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Reference Material for Financial Planning
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Assumptions for financial projections + calculators
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- About the IQPF
-- Vision, mission, values
-- Direction Committee
-- Board of Directors
--- Directors' Code of Ethics and Professional Conduct
-- IQPF Fellow
--- User's Guide for the title IQPF Fellow
-- Honorary Members
-- Collaborators of the Year
-- Personnel
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-- Video 25th
- Becoming a financial planner
-- Academic Training
-- Academic Equivalency
--- Master's degree with a concentration in financial planning
--- CFP title + university education
--- CPA, lawyer or notary
--- University education in administration, economics, law or actuarial science + two years of experience
--- C.Adm. with bachelor’s degree in administration, economics, law or actuarial science + two years of experience
--- Bachelor’s degree or graduate diploma + certificate in financial planning and two years of experience
--- Recognized title and two certificates in administration, economics, law or actuarial science + two years of experience
--- University education + two years of experience
--- Parcours intensif en gestion dans le contexte des entreprises de planification financière + three years of experience
-- Executive Program
-- IQPF Professional Training Course
--- Dates and Costs for the Professional Training Course
--- Application for the Professional Training Course
-- Career Days
-- My plan: to succeed!
-- Buy La Collection de l'IQPF
- Services for the Public
-- Off to a good start
-- Tips and situations
--- Personal and family situation
--- Financial situation
--- Tax situation
--- Retirement situation
--- Situation at death
--- Protection situation
-- Find a financial planner
- Services for Business
- Professional Development
-- End of Professional Development Cycle
-- IQPF Accredited Courses
-- Course Accreditation for Individuals
-- Requirements and Regulations
-- La Cible
-- Campus IQPF
- Newsroom
-- Spokesperson
-- Press Review
--- 2017
--- 2016
About the IQPF
Vision, mission, values
Direction Committee
Board of Directors
Directors' Code of Ethics and Professional Conduct
IQPF Fellow
User's Guide for the title IQPF Fellow
Honorary Members
Collaborators of the Year
Personnel
Annual Reports
Video 25th
Becoming a financial planner
Academic Training
Academic Equivalency
Master's degree with a concentration in financial planning
CFP title + university education
CPA, lawyer or notary
University education in administration, economics, law or actuarial science + two years of experience
C.Adm. with bachelor’s degree in administration, economics, law or actuarial science + two years of experience
Bachelor’s degree or graduate diploma + certificate in financial planning and two years of experience
Recognized title and two certificates in administration, economics, law or actuarial science + two years of experience
University education + two years of experience
Parcours intensif en gestion dans le contexte des entreprises de planification financière + three years of experience
Executive Program
IQPF Professional Training Course
Dates and Costs for the Professional Training Course
Application for the Professional Training Course
Career Days
My plan: to succeed!
Buy La Collection de l'IQPF
Services for the Public
Off to a good start
Tips and situations
Personal and family situation
Financial situation
Tax situation
Retirement situation
Situation at death
Protection situation
Find a financial planner
Services for Business
Professional Development
End of Professional Development Cycle
IQPF Accredited Courses
Course Accreditation for Individuals
Requirements and Regulations
La Cible
Campus IQPF
Newsroom
Spokesperson
Press Review
2017
2016
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