I am a professional

Give your career a fresh start

Already working in financial services? Got a recognized diploma or solid experience? Take the next step: become a Financial Planner (F.Pl.)!

Being an F.Pl. means taking your practice to the next level. You’ll guide clients through some of life’s biggest financial choices, with a holistic understanding of their situation and a human touch at the heart of everything you do. It’s a little like being a conductor. Every note matters. Every move counts. 

Pretty inspiring, right?

Why get the F.Pl. designation?

The F.Pl. designation is much more than a credential. It opens doors and transforms your professional outlook. Here’s why it matters:

  • See the big picture: Understand and organize every part of your clients’ financial life instead of focusing on isolated pieces.
  • Enhance your credibility: Elevate your skills and earn greater trust from clients and employers alike.
  • Broaden your opportunities: Step into new roles, take on more responsibility, and work with a wider range of clients.
  • Grow your practice: Integrate financial planning into your current role to offer comprehensive, value-added guidance.
  • Stand out in the market: Join a respected, fast-growing profession that’s in demand across Québec.
  • Find deeper satisfaction: Make a meaningful impact on people’s lives and see the results of your advice every day.

Earning the F.Pl. designation is like stepping back to see the whole forest, not just the trees. It will give you perspective… and, let’s be honest, a well-deserved sense of pride.

Your path to becoming a financial planner

The road to financial planning is flexible and personalized. Depending on your education and work experience, you may qualify for one of several academic equivalencies that recognize your background and save you time.

Here’s how it works:

  1. Check your profile: See if your diplomas or experience qualify you for an academic equivalency by taking our quick online quiz below.
  2. Fill any gaps (if needed): Missing a few prerequisites? You can gain extra experience or complete university-level courses to meet the requirements.
  3. Complete the Institute’s Professional Training Course.
  4. Pass the final exam to earn your financial planning diploma.

Prefer the traditional university route? That’s an option too. Explore recognized programs and plan your path based on your goals and situation.

Find your path to financial planning today

Discover the path that matches your background and experience with our personalized quiz. It only takes a few minutes, and could kick-start your next big move.

Find your F.Pl. path

1

Have you completed a university program in Canada or a university program abroad that is recognized in Québec?

The financial planning profession in Québec

Financial Planners (F.Pl.) work in a wide range of settings:

  • Financial institutions
  • Independent firms
  • Wealth management companies
  • Securities brokerage
  • Insurance companies
  • Self-employed practices

Most F.Pl. professionals hold advisory roles, but many also move into management, leadership, or training. Others add complementary licenses or titles, giving them the freedom to shape their expertise, and their career, their own way.

Whether you’re after the stability of a large bank, the agility of an independent firm, or the independence of self-employment, the opportunities are wide open.

 

Discover our virtual open doors

Register for upcoming sessions or watch the latest one to explore the program, courses, and what it truly means to become an F.Pl.

Learn more