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Financial planning
Budgeting, investments, insurance, retirement . . . and so much more!
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A solid foundation
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chevron_right The role of F.Pl.s
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chevron_right The 7 areas of expertise
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chevron_right The 6 situations
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chevron_right The role of the Institute
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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.Find out how -
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Competency Guide for F.Pl. -
Possible paths
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chevron_right University programs
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chevron_right Academic equivalency
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chevron_right Required training
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chevron_right The Institute’s Professional Training Course
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new
chevron_right Simplified path for CFP holders -
chevron_right After graduation
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chevron_right Receiving your diploma
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chevron_right Applying for an AMF Certificate
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chevron_right Job listings
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Our training courses
We offer several different training courses to meet your needs and help you advance your career.Learn more about our training courses -
For F.Pl.s
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chevron_right Professional development courses
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new
chevron_right Specialization program -
chevron_right Institute's annual conference
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chevron_right La Cible
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chevron_right Institute-accredited courses
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chevron_right Course accreditation application
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chevron_right Continuing education courses
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Financial Planning Discovery Path
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For the general public
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Personal finances courses
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Tools and resources
The Institute has tools, videos, testimonials, and articles to support you in all areas of financial planning.
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Financial planning
Budgeting, investments, insurance, retirement . . . and so much more!Learn more about the profession - A solid foundation
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Featured video
(In French) Le futur de la profession
- Featured article
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-
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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.Find out how -
I am :
A student Find my path Competency Guide for F.Pl. - Possible paths
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An exciting career
(In French) Découvrez tout ce qu'il y a à savoir sur le rôle des Pl. Fin. et ce qui les motive.
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Our training courses
We offer several different training courses to meet your needs and help you advance your career.Learn more about our training courses - For F.Pl.s
- For other specialists
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Becoming an F.Pl.
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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:
Videos Articles -
Featured video
(In French) Faire fructifier son argent
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