Virtual Open Doors

Everything you always wanted to know about becoming a financial planner

Are you considering a career in financial planning, but still have a few questions? At our virtual open house, the Institute team will walk you through the path to becoming a financial planner and answer participants’ questions.

On the agenda:

• Introduction to the Institute and the financial planning profession
• Overview of the course leading to the financial planning diploma
• Testimonial from a graduate
• Quick tour of the prerequisites
• Q&A session

Upcoming virtual open house: November 7, 2025, at noon

To learn more about the pathway, visit the Becoming an F.Pl. section.