Why become an F.Pl.?
Are you a good listener and interested in finance? Whether you’re changing careers or looking to enhance your skill set to better serve your clients, becoming a financial planner (F.Pl.) is sure to meet your needs and aspirations.
Help people with their finances
Having the title of F.Pl. boosts your credibility. It facilitates trusted relationships, which allows you to help more people achieve their goals and dreams.
Earn more income and gain flexibility
You can work alone, with a team, for yourself, on commission, as an employee, and in a small or a large company. Nearly 70% of F.Pl.’s report earning $80,000 or more per year.1
Make a tangible impact every day
You will use your professional judgment to analyze cases individually and propose tailored solutions. You’ll have a front-row seat to your clients’ success as they accomplish their dream projects.
Multiply your professional opportunities
Being an F.Pl. enables you to help your clients with all aspects of financial planning. You’ll become a specialist in applying multiple fields of expertise to different life situations.


Discover your path to financial planning
1 Have you completed a university program in Canada or a university program abroad that is recognized in Québec?
1 Based on a survey of financial planners conducted by the Institute in March 2023.
2 Based on a survey conducted by the Institute during Financial Planning Week in 2021.