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 |
 | View the 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 |
| View the 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 |
|
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
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