Institute's annual conference

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 the virtual open house on March 14, the Institut team will present the path to becoming a planif and answer participants' questions.

Introduction to the Institut and the financial planning profession

• Introduction to the Institut and the financial planning profession
• Course presentation
• Testimonial from a graduate
• Overview of prerequisites
• Question period

Next virtual open house : Fall 2025