Simplified path for CFP holders

Course content

The program comprises 7 modules, designed to enable holders of the CFP designation to complete their competencies to comply with specific Quebec requirements.

• Integrated personal financial planning process: This module explores the 10-step analysis method developed by the Institute. This method provides a rigorous yet flexible framework for structuring financial planning services while adapting to the individual needs of each client.
• Legal aspects: This module will provide a deeper understanding of legal aspects specific to Quebec, such as inheritance rights, matrimonial regimes and business structures specific to the province. The aim is to integrate Quebec's legal particularities into the day-to-day practice of financial planning.
• Finance: In this module, participants will learn how to adapt their financial skills to Quebec's specific standards and regulations. This module will cover the drafting of financial statements in line with current practices, as well as the analysis of estate balances and liquid assets, taking into account Quebec's tax and legal particularities.
• Taxation: This module deepens participants' knowledge of Quebec taxation, in particular the distinct rules governing personal income tax. Participants will focus on integrating province-specific tax rules into their advisory strategies.
• Investments: Participants will deepen their knowledge of the Quebec capital market and the financial products available. This module will focus on the particularities of investing in Quebec, taking into account specific regulations and portfolio management options adapted to the provincial context.
• Insurance and risk management: This module enables participants to understand the nuances of risk management in Quebec. They will be trained to assess the specific risk management needs of their Quebec clientele, and to propose solutions adapted to provincial laws and regulations.
• Retirement: This module provides participants with the tools they need to adapt their retirement planning strategies to Quebec plans, such as the Quebec Pension Plan (QPP). Participants will learn to integrate the particularities of public and private plans specific to the province.

Duration and cost

• Total duration: approximately 40 hours of content spread over 6 to 8 weeks
  
• Cost: $1,199 + taxes for the entire course

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Professional development

The Institute and FP Canada are currently working on adapted and harmonized professional development requirements for professionals who will hold both designations.