2024 Fall Session calendar
Select only one date for each online class.
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Virtual class 1
Progress Information
September 23 7 p.m. to 8 p.m. FR September 24 7 p.m. to 8 p.m. FR September 25 7 p.m. to 8 p.m. FR September 26 7 p.m. to 8 p.m. EN -
Virtual class 2
Finance Concepts
October 8 7 p.m. to 10 p.m. FR October 9 7 p.m. to 10 p.m. FR October 10 7 p.m. to 10 p.m. EN October 15 7 p.m. to 10 p.m. FR October 16 7 p.m. to 10 p.m. FR October 17 7 p.m. to 10 p.m. FR -
Virtual class 3
Mélodie Julien Case Study - Analysis and Recommendations
October 18 8:30 a.m. to 3:30 p.m. FR October 19 8:30 a.m. to 3:30 p.m. FR October 20 8:30 a.m. to 3:30 p.m. EN October 25 8:30 a.m. to 3:30 p.m. FR October 26 8:30 a.m. to 3:30 p.m. FR October 27 8:30 a.m. to 3:30 p.m. FR -
Virtual class 4
Verne-Christie Case Study - Analysis and Recommendations
November 1 8:30 a.m. to 3:30 p.m. FR November 2 8:30 a.m. to 3:30 p.m. FR November 3 8:30 a.m. to 3:30 p.m. FR November 8 8:30 a.m. to 3:30 p.m. FR November 10 8:30 a.m. to 3:30 p.m. FR November 10 8:30 a.m. to 3:30 p.m. EN -
Virtual class 5
Review of Key Concepts Used in Case Studies 03, 04, and 05
November 11 7 p.m. to 10 p.m. FR November 12 7 p.m. to 10 p.m. FR November 13 7 p.m. to 10 p.m. EN November 19 7 p.m. to 10 p.m. FR November 20 7 p.m. to 10 p.m. FR November 21 7 p.m. to 10 p.m. FR -
Mixed activity
Practice Exam (exact schedule to be confirmed)
November 29 full day FR November 30 full day FR December 1 full day FR December 1 full day EN
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Date of both parts of the exam
For all groups
Saturday, December 7, and Saturday, December 14, 2024
For informational purposes only, may be subject to change.
The Institute reserves the right to cancel a class due to insufficient enrolment.
2025 Spring Session calendar
Tentative start date: mid-March. Exact dates to be confirmed.
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Exam date
For all groups
Mid-June 2025
PT Course fees
Fees are subject to change without notice and include taxes.
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Application processing fee
$285.00 plus taxes
Non-refundable. Payable again after two years of inactivity.
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Professional Training Course fee
$2,480.00 + taxes
Includes course materials, with the exception of La Collection de l’Institut, and the exam.
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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.
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.
Note: The deadline to withdraw from the PT Course with a refund (less a cancellation fee of $90 before taxes) is three business days following the date of the second class in your schedule. No refunds will be issued for withdrawals after this deadline.
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.
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Student* and affiliate price
2024 edition
$400.00 + tax (GST only)
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.
CSF accreditation
Each instructional module of the PT Course is accredited by the Chambre de la sécurité financière (CSF).
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Virtual class 2: Finance Concepts
Accreditation number CSF21-09-55799 Categories and PDUs General subjects – 3 -
Virtual class 3: Mélodie Julien Case Study - Analysis and Recommendations
Accreditation number CSF21-09-55800 Categories and PDUs General subjects – 6 -
Virtual class 4: Verne-Christie Case Study - Analysis and Recommendations
Accreditation number CSF21-09-55801 Categories and PDUs General subjects – 6 -
Virtual class 5: Review of Key Concepts Used in Case Studies 03, 04, and 05
Accreditation number CSF21-09-55802 Categories and PDUs General subjects – 3 -
Mixed activity: Practice Exam
Accreditation number CSF21-09-55803 Categories and PDUs General subjects – 6