A path specially designed for CFPs
The Institute of Financial Planning is now offering a certification path specifically designed for CFP (Certified Financial Planner) holders wishing to obtain the title of financial planner (F.Pl.). This program is designed to simplify the transition by recognizing the skills and knowledge already acquired, while offering targeted training on the differences specific to the Quebec financial planning context.
The first exam session is scheduled for mid-November 2024.
Submit an application