How to become a financial planner

Interested in a career as a financial planner (F.Pl.), but not sure if it’s the right fit, or where to start? We’re here to help.

I am :

A studentA student A professionalA professional
On a un bon plan de carrière pour toi

(Almost) all roads lead to financial planning


Complete a university program recognized by the Institute.

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Complete the Institute’s Professional Training Course and pass the exam.

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Academic equivalency

Academic equivalency may be granted to people with a variety of combinations of training and relevant experience.

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How to become an F.Pl.?

Take the quiz to discover your path to the F.Pl. title.

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