About us

Our Mission

As the leader in developing and promoting personal financial planning, ensure that today’s and tomorrow’s financial services professionals have the knowledge, the know-how and the social skills required to contribute to the financial well-being of people, families, and communities.

Our Vision

Be the front-runner in personal financial planning education, recognized as a world-class teaching institute by both professionals and employers.

Our role

The Institute of Financial Planning is, first and foremost, a training institute.

We are the only organization in Quebec authorized to award the financial planning diploma that leads to the Financial Planner designation (F.Pl.).

We:

• train future Financial Planners

• support F.Pl. professionals throughout their careers through professional development

• help maintain the highest standards within the profession

Since 1989, the Institute has played a central role in the development and advancement of financial planning in Quebec.

Our Values

The Institute relies on the following values to achieve its mission:

Agility

For us, excellence is not perfection.

It is knowing how to adapt to people, resources, needs, and circumstances, with ingenuity and sensitivity.

It is being in solution mode and exploring new paths, despite difficulties or obstacles.

It is a quest for optimization, with the flexibility required to face the challenges of our time.

Audacity

We believe in our ability to surpass ourselves and innovate, but also to face our fears and make courageous decisions.

We embrace ambition, courage, and originality in everything we do.

We take nothing for granted and seek to push the boundaries of what is possible, breaking away from the status quo and opening new paths.

We make thoughtful, intentional choices that drive change.

And every initiative becomes an opportunity to cross a new threshold and help shape the future.

Collaboration

Our leadership is not complicated: we like to facilitate finances, learning, meetings, exchanges, and much more.

We consult. We share. We mobilize.

We work together to get things moving.

We don't just invite people to the party: we ask them to dance.

And we like to think that this spirit of co-creation rubs off a little on our partners.

Consideration

Our intentions are clear: to create value, with people at the centre of it all.

We listen to others because we believe that everyone deserves to be heard.

We are passionate about relationships.

Not just because we’re supposed to be but because they inspire us.

Because we believe that everyone is part of the solution.

And because we thrive by helping others thrive.

Openness

We do not take our knowledge and our certainties for granted.

We keep our minds open, because we want our products and services to be perceived as evolving, relevant, and welcoming.

Our creativity is rigorous, but we’re not afraid to question ourselves when necessary.

This gives us the means and the space needed to rethink our methods, which ensures that we walk our talk.