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  • Financial planning


    Budgeting, investments, insurance, retirement . . . and so much more!

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    (In French) Le futur de la profession
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  • How to become an F.Pl.


    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.

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    (In French) Découvrez tout ce qu'il y a à savoir sur le rôle des Pl. Fin. et ce qui les motive.

  • Our training courses


    We offer several different training courses to meet your needs and help you advance your career.

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  • Becoming an F.Pl.
    How to become a Financial Planner

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    The Institute has tools, videos, testimonials, and articles to support you in all areas of financial planning.


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    (In French) Faire fructifier son argent
    • The Institute's Collection
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  • Find an F.Pl.
  • Institut of financial planning

    • Financial planning


      Budgeting, investments, insurance, retirement . . . and so much more!

      learn more iconLearn more about the profession

    • A solid foundation
      • The role of F.Pl.s
      • The 7 areas of expertise
      • The 6 situations
      • The role of the Institute
      • My Campus
    • Featured video
      play_circle_filled

      We are unable to display this content because you have refused the use of the performance, functional and marketing cookies on this website. To optimize your experience, please enable cookies in the preferences center.

      (In French) Le futur de la profession
    • Featured article

    • How to become an F.Pl.


      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.

      icon landingFind out how

    • I am :

      étudesA student
      marché

      A professional

      /en/trouver-mon-parcoursFind my path
      compétCompetency Guide for F.Pl.
    • Possible paths
      • University programs
      • Academic equivalency
      • Required training
      • The Institute’s Professional Training Course
      • new
        Simplified path for CFP holders
      • After graduation
      • Receiving your diploma
      • Applying for an AMF Certificate
      • Job listings
    • An exciting career
      play_circle_filled

      We are unable to display this content because you have refused the use of the performance, functional and marketing cookies on this website. To optimize your experience, please enable cookies in the preferences center.

      (In French) Découvrez tout ce qu'il y a à savoir sur le rôle des Pl. Fin. et ce qui les motive.

    • Our training courses


      We offer several different training courses to meet your needs and help you advance your career.

      icon landingLearn more about our training courses


    • For F.Pl.s
      • Professional development courses
      • Specialization program
      • Institute's annual conference
      • La Cible Magazine
      • Institute-accredited courses
      • Application for course recognition
      • CFP certification
      • Competency Guide for F.Pl.
    • For other specialists
      • Continuing education courses
      • new
        Financial Planning Discovery Path
      • For the general public
      • Personal finances courses
    • Becoming an F.Pl.
      How to become a Financial Planner

    • Tools and resources


      The Institute has tools, videos, testimonials, and articles to support you in all areas of financial planning.


      Explore our resources

    • I’m looking for:

      vidéoVideos

      newsArticles

      outils

      Tools

    • Featured video
      play_circle_filled

      We are unable to display this content because you have refused the use of the performance, functional and marketing cookies on this website. To optimize your experience, please enable cookies in the preferences center.

      (In French) Faire fructifier son argent
      • The Institute's Collection
      • Projection Assumption Guidelines
  • My Campus
    Campus     Find an
    F.Pl.     search menu
Campus
Institut of financial planning

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Popular searches
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