The Institute’s Professional Training Course


Your pathway to a financial planning diploma

The Institute’s Professional Training Course (PT Course) is required to obtain a financial planner diploma. It is the next step after academic training or its equivalent. This course, available in English and in French, consists of online classes supplemented by web modules, readings, and exercises. It provides an overview of the concepts you’ve already mastered in the seven areas of expertise and provides the necessary methodology to apply this knowledge to personal financial planning, through the use of case studies.

The PT Course is offered twice a year, in the spring and fall.

How to apply

Your application must include the following documents, as appropriate:

  • Final transcript for a bachelor’s degree with a concentration in financial planning or financial services

OR

  • Final transcripts for the financial planning certificate and two other certificates in administration, economics, law, actuarial science, or any other related field recognized by the Institute

You must have completed your university studies by the time you submit your application.

Your complete application must be received and paid for no later than August 1 for the fall session and February 1 for the spring session to ensure that it is reviewed before registration opens.

If you submit your application before the deadline and your application is accepted, you will be able to register for your classes as soon as registration opens. Applying on time boosts your chances of getting your preferred class times and receiving your course materials before the start of the session.


Applications received after the deadline (August 1 for the fall session and February 1 for the spring session) will still be processed, but we cannot guarantee that a decision will be made before your desired start date. If accepted, late applicants may register for classes provided that space is still available and the last Virtual Class 1 – Progress Information has not passed.

Submit an application

2025 Spring Session calendar

Select only one date for each online class. These dates are indicative and may be subject to change.

  • Virtual class 1

    Progress Information

    March 247 p.m. to 8 p.m.FR
    March 257 p.m. to 8 p.m.FR
    March 267 p.m. to 8 p.m.FR
    March 277 p.m. to 8 p.m.EN

  • Virtual class 2

    Finance Concepts

    April 87 p.m. to 10 p.m.FR
    April 97 p.m. to 10 p.m.FR
    April 107 p.m. to 10 p.m.EN
    April 157 p.m. to 10 p.m.FR
    April 167 p.m. to 10 p.m.FR
    April 177 p.m. to 10 p.m.FR

  • Virtual class 3

    Mélodie Julien Case Study - Analysis and Recommendations

    April 258:30 a.m. to 3:30 p.m.FR
    April 268:30 a.m. to 3:30 p.m.FR
    April 278:30 a.m. to 3:30 p.m.FR
    April 278:30 a.m. to 3:30 p.m.EN

  • Virtual class 4

    Verne-Christie Case Study - Analysis and Recommendations

    May 28:30 a.m. to 3:30 p.m.FR
    May 48:30 a.m. to 3:30 p.m.FR
    May 48:30 a.m. to 3:30 p.m.EN
    May 98:30 a.m. to 3:30 p.m.FR
    May 108:30 a.m. to 3:30 p.m.FR
    May 118:30 a.m. to 3:30 p.m.FR

  • Virtual class 5

    Review of Key Concepts Used in Case Studies 03, 04, and 05

    May 127 p.m. to 10 p.m.FR
    May 137 p.m. to 10 p.m.FR
    May 147 p.m. to 10 p.m.EN
    May 207 p.m. to 10 p.m.FR
    May 217 p.m. to 10 p.m.FR
    May 227 p.m. to 10 p.m.FR

  • Mixed activity

    Practice Exam (exact schedule to be confirmed)

    May 30full dayFR
    May 31full dayFR
    June 1full dayFR
    June 1full day

    EN

  • Date of both parts of the exam

    For all groups

    Thursday, June 5 (evening), and Saturday, June 14, 2025

    InfoFor informational purposes only, may be subject to change.

The Institute reserves the right to cancel a class due to insufficient enrolment.

2025 Fall Session calendar

Tentative start date: mid-September. Exact dates to be confirmed.

  • Exam date

    For all groups

    CalendrierMid-December 2025

PT Course fees

Fees are subject to change without notice and include taxes.

  • Application processing fee

    $285.00 plus taxes

    Non-refundable. Payable again after two years of inactivity.

  • Professional Training Course fee

    $2,480.00 + taxes

    Includes course materials, with the exception of La Collection de l’Institut, and the exam.

  • La Collection de l’Institut

    $400.00 + tax (GST only)

    Available in French only
    ISBN volume 1: 978-2-89847-099-8
    ISBN volume 2: 978-2-89847-100-1

  • Total

    $3,165.00 + taxes

The PT Course fee must be paid in full before the start of the session, unless you have opted for multiple instalments.

Terms and conditions

Multiple instalments

The Professional Training Course is eligible for payment in multiple instalments. To opt for multiple instalments, you must purchase La Collection separately.

If you opt for multiple instalments, the amount for taxes ($371.38) is payable at the time of purchase, then the remainder of the payment is payable in three instalments made on the 1st of the month for three months, i.e. two instalments of $826.66 and one instalment of $826.68. If the purchase is made on the 1st of the month, taxes and the 1st instalment will be payable at the time of purchase.

The deadline for taking advantage of the multiple instalment payment option is April 1st for the spring session and October 1st for the fall session.

Cancellations and refunds

A fee of $90 plus taxes applies to cancellations made between the day of registration and 3 days after the second virtual class on your schedule. File opening fees and the purchase of La Collection de l’Institut are non-refundable. No refunds will be given after the third day following the second virtual class on your schedule.

Right of cancellation

The Institute reserves the right to cancel a class if the number of registrations is insufficient.

La Collection de l’Institut

The definitive French-language reference work for financial planners, La Collection covers all areas of financial planning and serves as the textbook for the PT Course. 

  • La Collection de l'Institut

    Student* and affiliate price

    2024 edition

    $400.00 + tax (GST only)


    La Collection is currently unavailable. It will be available for purchase again by the end of January 2025.

La mise à jour de La Collection de l'Institut

It is no longer possible to purchase La mise à jour de La Collection de l'Institut. The publisher has changed the format. La Collection de l'Institut is no longer available in binders, but as softcover books.

* To qualify for the student price, you must be enrolled in the Professional Training Course or Executive Program, or have qualified for the Institute’s equivalency exam.

If you are not an Institute student or affiliate and would like to purchase La Collection de l’Institut, please contact Éditions Yvon Blais at 1-800-363-3047.

Final exam

This exam concludes the PT Course. It is administered online and consists of a case study (70% of the final evaluation) and multiple-choice questions (30% of the final evaluation).

The results are posted approximately two months after the exam date.

If you are unsuccessful, you may file an application for review for a fee. To retake the exam, you will need to register for another session of the PT Course and pay the course fees again. It is not possible to pay only for the exam.

To apply for your Autorité des marchés financiers (AMF) representative's certificate and bear the title of F.Pl., you must pass this exam and have a complete file at the Institute.

CSF accreditation

Each instructional module of the PT Course is accredited by the Chambre de la sécurité financière (CSF).

  • Virtual class 2:

    Finance Concepts

    Category and PDUs

    General subjects – 3

  • Virtual class 3:

    Mélodie Julien Case Study - Analysis and Recommendations

    Category and PDUs

    General subjects – 6

  • Virtual class 4:

    Verne-Christie Case Study - Analysis and Recommendations

    Category and PDUs

    General subjects – 6

  • Virtual class 5:

    Review of Key Concepts Used in Case Studies 03, 04, and 05

    Category and PDUs

    General subjects – 3

  • Mixed activity:

    Practice Exam

    Category and PDUs

    General subjects – 6