Confidentiality Policy

Please note that the Financial Planning Institute's  Confidentiality Policy was last updated on June 4, 2025.

Confidentiality Policy

The Institute reserves the right to modify the Confidentiality Policy and the User Policy.

Effective: December 2023
Last updated: June 2025

The Financial Planning Institute (the “Institute” or “we”) processes personal information. As such, the Institute recognizes the importance of respecting privacy and protecting the personal information it holds. In order to fulfill its obligations under applicable privacy legislation, including the Act respecting the protection of personal information in the private sector, the Institute has adopted this policy.

When you provide us with personal information through our web sites (hereinafter, our “Sites”) or in the course of our activities, we assume that you agree to such information being processed in the manner described in this policy. Our Sites include, but are not limited to:

  • institutpf.org
  • campus.institutpf.org
  • badges-institutpf.org
  • app.institutpf.org

1. What is the scope of the policy?

This policy is about you. It describes how we collect, use, disclose and protect your personal information when you provide it to us on our Sites or in the course of our business.

Our Sites may contain links to other websites or resources operated by third parties, for example when you click on links relating to our social networking accounts. These websites and resources are governed by the policies of these third parties, and the Institute assumes no responsibility for them.

2. How do we collect your personal information?

We collect your personal information when you:

  • browse our Sites, for example through the use of cookies or other tracking tools;
  • provide it on our Sites, for example via our contact forms, when you subscribe to one of our newsletters or when you create an account;
  • provide it in the course of our activities, including when you register for or participate in our events or training courses; and
  • communicate with us by telephone, e-mail or via social media.

3. What personal information do we collect and why?

We will only collect, use and disclose your personal information in accordance with applicable privacy laws. For example, we will only use your personal information for the purposes for which we have obtained your consent, or for other purposes that may be required or permitted by law.

To learn more about the categories of personal information we collect and the purposes for which we collect it, please read the following.

Which ones?

 Why?

When you use our Sites, communicate with us or in connection with our activities
  • First and last name;
  • Date of birth;
  • Gender;
  • User name;
  • Autorité des marchés financiers license number;
  • Copy of AMF representative certificate;
  • Telephone number;
  • E-mail address;
  • Employer and business contact information;
  • Home address;
  • Payment information, invoices and receipts;
  • Education and schooling, including diplomas obtained, transcripts and certifications;
  • Content of curriculum vitae and reference;
  • Qualifications and skills;
  • Content of e-mail/message or telephone conversation;
  • Language of correspondence;
  • Spoken and written languages;
  • Mother tongue;
  • Browsing habits;
  • Communication content preferences;
  • Your image and/or recordings captured during your participation in our training courses or events;
  • Training attestations and certificates, including Professional Training Course exam results;
  • Employer confirmations, copies of insurer or medical evidence, for training exemption requests;
  • Number of visits and pages viewed.
  • Allocate digital badges;
  • Access your user account on the badges site;
  • Analyze your file when applying for admission to vocational training;
  • Provide and deliver continuing education and improve vocational training offerings;
  • Provide and deliver vocational training and improve vocational training offerings;
  • Enable you to communicate with other users who may have similar interests or educational goals to you;
  • Allow exchanges between the teaching team and learners;
  • Send you communications and respond to your requests;
  • Create your user account on the Campus platform;
  • Improve our services;
  • Generate statistics on the frequency of consultation of our Sites;
  • Carry out targeted advertising;
  • Keep your session;
  • Analyze traffic on our Sites;
  • Send you updates on continuing education topics offered online by the Institute or on other events;
  • To process your transaction and confirm your registration for training;
  • To process your requests and communicate with you;
  • To enable you to participate in a classroom, virtual classroom, web-based or webcast course.

Cookies

We use cookies in the ways and for the purposes described below and in our banner.

They collect information about your device in order to identify it or your user account. They enable us, for example, to operate our Sites, improve their security, correct bugs, carry out certain usage analyses, and adapt our content so that it better meets your needs and habits.
More specifically, our Sites may use the following types of cookies:

Types of cookies

Explanations

Strictly necessary cookies

These cookies are necessary for the proper functioning of our Sites. They enable us to provide essential services and functions, such as continuity of service and security. For this reason, they cannot be deactivated.

Performance cookies

These cookies enable us to determine the number of visits and sources of traffic, in order to measure and improve the performance of our Sites. They also help us to identify which pages are visited most and least frequently, and to evaluate how users navigate our Sites.

Functionality cookies

These cookies enable us to improve and personalize the functionalities of our Sites. They may be activated by our teams, or by third parties whose services are used on the pages of our Sites.

Targeting cookies

These cookies may be set on our Sites by our advertising partners. They may be used by these companies to profile your interests and provide you with relevant advertising on other websites.

Social network cookies

Our Sites may use cookies set by social media that allow you to share and engage with our content via these social media. By enabling these cookies, these social media may be able to track your browser activity and profile your interests. Although we have no access to these cookies, nor any control over these social networks which are responsible for their own processing, nor over the personal information they collect including in the context of a transfer of personal information outside your country of residence, we have deemed it essential to mention them so that you have clear and complete information on the fact that their use may, where applicable, require you to give your consent. For further information, please refer to the relevant privacy policies of these social networks.

To view or change your settings, or to get more information about the cookies we use and why, please click on the following link: Cookie settings.

4. To whom do we disclose your personal information?

We may disclose your personal information to other organizations such as our partners or service providers, solely for the purposes identified in the previous section What personal information do we collect and why?

In such cases, we will endeavour to protect the personal information disclosed by means of written agreements and undertakings, requiring them in particular to adopt good practices and security measures that comply with applicable laws in respect of your personal information.

Category of third parties

What they do for us

Service providers

To operate our Sites and manage our business, we use service providers who act on our behalf.
In particular, we use suppliers to:

  • develop and maintain our Sites
    manage our membership;
  • organize and host online events;
  • offer and deliver our training courses;
  • host and administer our Sites;
  • process payments;
  • set up and administer our customer relationship management systems;
  • analyze and produce statistics on our Sites;
  • carry out targeted advertising;
  • send e-mails and SMS;
  • keep a visitor's session and record his or her preferences;
  • conduct the election of members of the Board of Directors;
  • manage technical problems and monitor our information assets;
  • integration of third-party services; for example, videos and other content may be hosted on YouTube or other sites not controlled by the Institute.

Where necessary to provide our services, or as otherwise required by applicable law, we may disclose your personal information to our financial, legal or other advisors.

Partners or government agencies

We may provide personal information to certain organizations that do not act on our behalf, but are authorized to request it.

5. How long do we keep your personal information?

We will keep your personal information as long as necessary for the fulfillment of the purposes identified in this policy, unless the law or an exceptional situation requires us to keep it longer. This could be the case, for example, in the event of litigation.

6. Where do we keep your personal information?

We currently store personal information collected on our Sites and in the course of our activities on our servers in Canada. However, our service providers may be located elsewhere in the world, and thus host your personal information in another jurisdiction in order to provide their respective services. In such cases, they are subject to the laws of the country or state in which they are located and may be subject to disclosure to the governments, courts or law enforcement or regulatory agencies of that location. If we disclose personal information outside your place of residence, where applicable privacy laws may differ, we will ensure that your information has a level of protection comparable to that of your place of residence, for example through contractual measures.

Our practices regarding your personal information are governed at all times by this policy and applicable privacy laws.

7. Unsubscribe from communications

If you no longer wish to receive marketing communications from us, such as our newsletter, you can do so by clicking on the "unsubscribe" link at the bottom of any such e-mail you receive from us or, if you have an account on our My Campus platform, you can log in and change your preferences in this regard. You can also unsubscribe by contacting us directly using the contact information provided in the How to reach us? section below.

We will endeavor to respond promptly to your unsubscribe request, but we ask that you allow us a reasonable amount of time to process your request. Please note that if you opt-out of receiving marketing-related electronic communications, we may still need to send you communications regarding your use of our products or services, your continuing education record, election of board members, our annual general meeting, or other essential communications.

8. How do we protect your personal information?

We implement reasonable procedures and security measures to ensure the protection of your personal information, whether it is stored on our servers or with one of our service providers. For example, we have policies and practices in place to ensure that only authorized individuals can access your personal information.

However, no security measure is absolute or fully guaranteed. If you have reason to believe that your interaction with us is no longer secure (for example, if you believe that the security or accuracy of the information you have provided to us has been compromised), please contact us immediately at the address indicated in the How to reach us? section.

9. What rights do you have with respect to your personal information?

Depending on the circumstances, you may have a number of rights with respect to your personal information:

  • Access: You may request access to and copies of the personal information we hold about you.
  • Rectification: If your personal information is inaccurate, incomplete or misleading, or if its collection, communication or retention is not authorized by law, you may request that it be rectified. We will take reasonable steps to ensure that your personal information is accurate, complete and up-to-date. We will not routinely update your personal information unless such a process is necessary. We expect you to provide us, from time to time, with updates to your personal information when necessary.
  • Deletion: If any information is out of date or obsolete, or if required by law, you may ask us to delete it.
  • Withdrawal of consent: You may request to withdraw your consent to our use or disclosure of your personal information. In most cases, withdrawing your consent means that we will no longer be able to process your request. Otherwise, we will inform you of the consequences of your request in our response.

We may ask you to provide proof of identity before responding to your request. This identifying information will only be used for this purpose.

To exercise your rights, please send a written request to our Privacy Officer at the coordinates indicated in the How to reach us? section below.

10. How to reach us?

You may address any requests, questions, complaints or comments concerning this policy to our Privacy Officer at the following address:

Institute of Financial Planning
Person in Charge of the Protection of Personal Information
protection@institutpf.org
3 Place du Commerce, suite 501
Île-des-Sœurs, Verdun (Québec) H3E 1H7
Canada

11. Will we update this policy?

This policy is effective as of the “last updated” date at the top of this page.

We reserve the right to change this policy from time to time, but we will notify you of any material changes by posting a notice on our site. When we make changes to this policy, they will take effect immediately upon notice of the change being made available to you.