Budgeting, investments, insurance, retirement . . . and so much more!
 | Learn more about the profession |
The Institute is the only organization authorized to grant the financial planning diploma that leads to the F.Pl. designation. There are a few different paths you can take to get there.
| Find out how |
 | A student |
 |
 | Find my path |
 | Competency Guide for F.Pl. |
We offer several different training courses to meet your needs and help you advance your career.
| Learn more about our training courses |
The Institute has tools, videos, testimonials, and articles to support you in all areas of financial planning.
| Explore our resources |
I’m looking for:
 | Videos |
 | Articles |
 |
Budgeting, investments, insurance, retirement . . . and so much more!
| Learn more about the profession |
The Institute is the only organization authorized to grant the financial planning diploma that leads to the F.Pl. designation. There are a few different paths you can take to get there.
| Find out how |
| A student |
|
| Find my path |
| Competency Guide for F.Pl. |
We offer several different training courses to meet your needs and help you advance your career.
| Learn more about our training courses |
The Institute has tools, videos, testimonials, and articles to support you in all areas of financial planning.
| Explore our resources |
I’m looking for:
| Videos |
| Articles |
|
 | Collection de l'Institut (online) |
| Collection de l'Institut (buy the print version) |
 | Projection Assumption Guidelines |
Our attentive team works for you.
Don't hesitate to contact us!
Opening hours:
Monday to Friday
From 8:30 am to 12 pm and from 1 pm to 4:30 pm
Phone:
514-767-4040
1-800-640-4050
Postal address:
3 Place du Commerce, suite 501
Île-des-Sœurs, Verdun (Québec)
H3E 1H7
At the Institute of Financial Planning, we are committed to providing quality customer service and responding promptly to your requests. See our Customer Service Standards for more details.
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