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Want to change lives?

Discover your future in financial planning

Imagine this for a moment: helping someone buy their first home, plan their studies, or prepare for retirement. That’s what being a Financial Planner (F.Pl.) is all about. In short, you become the financial co-pilot of someone’s life journey. Pretty amazing, right?

It’s a people-first profession, dynamic, thoughtful, and deeply meaningful. You’ll balance analysis with empathy… and make a real difference every single day.

Why choose this profession?

Three simple reasons:

  • You guide people through life’s biggest financial decisions.
  • You help turn their goals into reality: buying a home, studying, retiring, starting a business.
  • You build a flexible, ever-evolving career.

And between us, it’s also a respected, well-paid profession that’s in demand across Québec. From Québec City to Rimouski, Financial Planners are trusted guides wherever people need a steady hand.

 

Your path to becoming a financial planner

1

Complete a recognized university program.

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2

Take the Institut’s Professional Training Course.

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3

Pass the final exam and earn your diploma.

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The steps are clear, but everyone’s journey can look a little different.

Your program not on the list? Already working in the field? No worries. You might qualify through an academic equivalency, based on your education and experience.

See possible equivalencie

In fact, many professionals say they started in another field before finding their calling in financial planning. Goes to show: careers don’t always follow a straight line.

 

Explore your path today

Find out which route fits you best with our quick personalized quiz, and see how you can become an F.Pl. in just a few steps.

Find your F.Pl. path

1

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

Where do financial planners work?

The beauty of this profession is its diversity. Financial planners work in all kinds of settings, across every region of Québec:

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

Most F.Pl.s play an advisory role, but many also work in management, leadership, or training positions. Some even hold multiple designations or licenses, like Mutual Fund Representative, Life Insurance Advisor, or Financial Security Advisor.

Bottom line? You get the freedom to shape your own career path.

Whether you’re drawn to the stability of a major bank, the agility of an independent firm, or the freedom of self-employment, the choice is yours.

 

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