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The Institute of Financial Planning: your professional alma mater
The Institute is the pillar of the financial planning profession in Quebec. It acts as a driving force for the profession, promoting excellence, competence, and rigor in the practice of financial planning.
To better understand the role of the Institute and the people who govern it, explore the following resources.
The professional designation
The F.Pl. designation (financial planner) is reserved exclusively for individuals who have obtained the Institute's financial planning diploma and hold a license issued by the Autorité des marchés financiers (AMF). This designation is protected and regulated by law.
- In English, the designation is written “F.Pl.”, with each part capitalized, a period after each part, and no space between the two parts.
- In French, it is written "Pl. Fin.", also with capital letters and periods, but with a space between the two parts.
Are you an affiliate of the Institute?
Anyone who holds the F.Pl. designation is automatically considered an affiliate of the Institute, which gives them access to a professional community, exclusive resources, and opportunities to get involved.
Professional Development: a commitment to the quality and evolution of the practice
Professional development is essential to keeping your skills up to date, deepening your knowledge, and ensuring the quality of your work. It is an integral part of your career as a financial planner.
Professionan development requirements are established to support professional development throughout your career.
New graduates are exempt from professional development requirements for one year from the date of graduation. This exemption is automatically applied to your file. You can view your requirements and progress in My Campus. Click on the “My profile” menu, then on “My training record” in the drop-down menu.
The Institute offers a wide range of courses designed to meet the different learning needs and preferences of financial planners:
- Online courses: Entirely online, to be taken at your convenience.
- Hybrid courses: Combining online modules and live virtual sessions.
- Virtual classes: Offered in real time, usually accompanied by preparatory work.
The Competency guide for F.Pl.: A tool to better understand the knowledge, skills, and attitudes essential to your practice and to guide your training choices.
Professional development Bundles offer advantageous options for taking multiple courses.
Practical tools and professional resources
These tools are designed to support your daily practice. Discover how to integrate them into your professional activities to increase your thoroughness, efficiency, and confidence.
La Collection de l'Institut
You are already familiar with The Collection: it is the textbook that helped you prepare for the exam.
If you are affiliated with the Institute (you hold a financial planner license), you have free access to the online version, which is updated annually. If you are affiliated with the Institute (you hold a financial planner license), you have free access to the online version, which is updated annually.
The Collection remains an essential reference for supporting your practice and deepening your knowledge in the seven areas of practice.
 | Direct access to the online version for affiliates |
 | Details on access and available formats |
Printable leaflet
short version, convenient for quick reference or printing (8½ x 11 format)
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To go further:
Stay in touch with the Institute and your colleagues to share your ideas and experiences.
Le Planif newsletter
Published every two weeks, Le Planif keeps you up to date with news from the Institute, training courses, events, and initiatives from our partners.
Affiliates are automatically subscribed, provided they have agreed to receive it.
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