play_circle_filled
play_circle_filled
play_circle_filled
-
- close
Search
-
Financial planning
Budgeting, investments, insurance, retirement . . . and so much more!
Learn more about the profession -
A solid foundation
-
chevron_right The role of F.Pl.s
-
-
chevron_right The 7 areas of expertise
-
chevron_right The 6 situations
-
chevron_right The role of the Institute
-
How to become an F.Pl.
The Institute is the only organization authorized to grant the financial planning diploma that leads to the F.Pl. designation. There are a few different paths you can take to get there.Find out how -
I am :
A student 
Find my path 
Competency Guide for F.Pl. -
Possible paths
-
chevron_right University programs
-
-
chevron_right Academic equivalency
-
chevron_right Required training
-
chevron_right The Institute’s Professional Training Course
-
new
chevron_right Simplified path for CFP holders -
chevron_right After graduation
-
chevron_right Receiving your diploma
-
chevron_right Applying for an AMF Certificate
-
chevron_right Job listings
-
Our training courses
We offer several different training courses to meet your needs and help you advance your career.Learn more about our training courses -
For F.Pl.s
-
chevron_right Professional development courses
-
-
new
chevron_right Specialization program -
chevron_right Institute's annual conference
-
chevron_right La Cible
-
chevron_right Institute-accredited courses
-
chevron_right Application for course recognition
-
chevron_right Continuing education courses
chevron_right
Financial Planning Discovery Path
chevron_right
For the general public
chevron_right
Personal finances courses
-
Tools and resources
The Institute has tools, videos, testimonials, and articles to support you in all areas of financial planning.
Explore our resources -
I’m looking for:
Videos 
Articles 
-
-
-
Financial planning
Budgeting, investments, insurance, retirement . . . and so much more!Learn more about the profession - A solid foundation
-
Featured video
(In French) Le futur de la profession
- Featured article
-
-
-
How to become an F.Pl.
The Institute is the only organization authorized to grant the financial planning diploma that leads to the F.Pl. designation. There are a few different paths you can take to get there.Find out how -
I am :
A student Find my path Competency Guide for F.Pl. - Possible paths
-
An exciting career
(In French) Découvrez tout ce qu'il y a à savoir sur le rôle des Pl. Fin. et ce qui les motive.
-
-
-
Our training courses
We offer several different training courses to meet your needs and help you advance your career.Learn more about our training courses - For F.Pl.s
- For other specialists
-
Becoming an F.Pl.
-
-
-
Tools and resources
The Institute has tools, videos, testimonials, and articles to support you in all areas of financial planning.
Explore our resources -
I’m looking for:
Videos Articles -
Featured video
(In French) Faire fructifier son argent
-
-
My
Campus Find an
F.Pl. search menu
