The Institut's Financial Planning Discovery Path provides you with essential knowledge in three key areas: finance, retirement and taxation. Entirely virtual, this program adapts to your schedule and unfolds at your own pace. Each module lasts 24 hours and includes :
- Vidéos
- Readings
- Exercices
- Quizzes
- A 3-hour exam at the end of each of the 3 modules
Like most distance learning courses, this course adapts to your schedule and pace. However, its success depends on your high degree of autonomy and rigor, which alone will measure your progress.
The 3 modules are offered in French only. After each module, you must pass a 3-hour closed-book virtual exam in your choice of English or French.
Who is the Discovery Path for?
The Discovery Path is open to anyone wishing to learn about personal financial planning, but is particularly suited to those already working in the financial sector who wish to specialize further and better support their clients. There are no prerequisites for enrolment.
The Discovery Path is for you if :
- you want to develop your expertise, either out of interest or to better serve your customers;
- you want to stand out from the crowd and strengthen your service offering by demonstrating your willingness to acquire new knowledge;
- you may be interested in becoming a financial planner
PDU
Each module gives 24 PDUs to the Chambre de sécurité financière, for a total of 72 PDUs for the 3 modules of the Discovery Path.
The Finance module gives 24 PDUs to the Chambre de sécurité financière:
24 PDUs in general subjects
The Retirement module gives 24 PDUs to the Chambre de sécurité financière :
20 PDUs in brokerage and group savings
4 PDUs in general subjects
The Taxation module gives 24 PDUs to the Chambre de sécurité financière :
3 PDUs in brokerage and group savings
20 PDUs in general insurance
1 PDU in personal insurance
The Financial Planning Discovery Path does not earn any PDUs for the financial planners' continuing education file.
Register
* Registration is quick and easy. No application required.
* You will need to create an account to access registration.