2025 Spring Session calendar
Select only one date for each online class. These dates are indicative and may be subject to change.
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Virtual class 1
Progress Information
March 24 7 p.m. to 8 p.m. FR March 25 7 p.m. to 8 p.m. FR March 26 7 p.m. to 8 p.m. FR March 27 7 p.m. to 8 p.m. EN -
Virtual class 2
Finance Concepts
April 8 7 p.m. to 10 p.m. FR April 9 7 p.m. to 10 p.m. FR April 10 7 p.m. to 10 p.m. EN April 15 7 p.m. to 10 p.m. FR April 16 7 p.m. to 10 p.m. FR April 17 7 p.m. to 10 p.m. FR -
Virtual class 3
Mélodie Julien Case Study - Analysis and Recommendations
April 25 8:30 a.m. to 3:30 p.m. FR April 26 8:30 a.m. to 3:30 p.m. FR April 27 8:30 a.m. to 3:30 p.m. FR April 27 8:30 a.m. to 3:30 p.m. EN -
Virtual class 4
Verne-Christie Case Study - Analysis and Recommendations
May 2 8:30 a.m. to 3:30 p.m. FR May 4 8:30 a.m. to 3:30 p.m. FR May 4 8:30 a.m. to 3:30 p.m. EN May 9 8:30 a.m. to 3:30 p.m. FR May 10 8:30 a.m. to 3:30 p.m. FR May 11 8:30 a.m. to 3:30 p.m. FR -
Virtual class 5
Review of Key Concepts Used in Case Studies 03, 04, and 05
May 12 7 p.m. to 10 p.m. FR May 13 7 p.m. to 10 p.m. FR May 14 7 p.m. to 10 p.m. EN May 20 7 p.m. to 10 p.m. FR May 21 7 p.m. to 10 p.m. FR May 22 7 p.m. to 10 p.m. FR -
Mixed activity
Practice Exam (exact schedule to be confirmed)
May 30 full day FR May 31 full day FR June 1 full day FR June 1 full day EN
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Date of both parts of the exam
For all groups
Thursday, June 5 (evening), and Saturday, June 14, 2025
For 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.
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Exam date
For all groups
Mid-December 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
$200.00 + tax (GST only)
Available in French only
ISBN volume 1: 978-2-89847-099-8
ISBN volume 2: 978-2-89847-100-1 -
Total
$3,015.00 + taxes
The PT Course fee must be paid in full before the start of the session, unless you have opted for multiple instalments.
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.
The content of La Collection de l'Institut is also available online to Institute students and affiliates.
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 published in binders, but as softcover books.
Terms and conditions
To order La Collection from the Institute, you must be either:
- an Institute affiliate
- enrolled in the Professional Training Course
- enrolled in the Institute's Executive Program
- enrolled in the Financial Planning Discovery Path
- enrolled in the Simplified Path for CFP holders
- accepted to the Institute's equivalency exam.
If you do not fall into one of these categories 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
Category and PDUs
General subjects – 3
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Virtual class 3:
Mélodie Julien Case Study - Analysis and Recommendations
Category and PDUs
General subjects – 6
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Virtual class 4:
Verne-Christie Case Study - Analysis and Recommendations
Category and PDUs
General subjects – 6
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Virtual class 5:
Review of Key Concepts Used in Case Studies 03, 04, and 05
Category and PDUs
General subjects – 3
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Mixed activity:
Practice Exam
Category and PDUs
General subjects – 6