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  • Financial planning


    Budgeting, investments, insurance, retirement . . . and so much more!

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  • A solid foundation
    • chevron_right The role of F.Pl.s
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    (In French) Le futur de la profession
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  • Becoming an F.Pl.


    The Institute is the only organization authorized to grant the financial planning diploma that leads to the F.Pl. designation. The starting point for a rewarding and people-oriented career.

    icon landingFind out why

  • I am :

    étudesA student
    marché

    A professional

    /en/trouver-mon-parcoursFind my path
    compétCompetency Guide for F.Pl.
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  • An exciting career
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    (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.

    icon landingLearn more about our training courses


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    • Competency Guide for F.Pl.
  • For other specialists
    • New
      chevron_right Securities courses
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    • new
      chevron_right Microprogram in Financial Planning
    • chevron_right For the general public
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  • Becoming an F.Pl.
    How to become a Financial Planner

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    The Institute has tools, videos, testimonials, and articles to support you in all areas of financial planning.


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    (In French) Faire fructifier son argent
    • Collection de l'Institut
    • Projection Assumption Guidelines
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  • My Campus
  • Find an F.Pl.
  • Institut of financial planning

    • Financial planning


      Budgeting, investments, insurance, retirement . . . and so much more!

      learn more iconLearn more about the profession

    • A solid foundation
      • The role of F.Pl.s
      • The 7 areas of expertise
      • The 6 situations
      • The role of the Institute
      • My Campus
    • Featured video
      play_circle_filled

      We are unable to display this content because you have refused the use of the performance, functional and marketing cookies on this website. To optimize your experience, please enable cookies in the preferences center.

      (In French) Le futur de la profession
    • Featured article

    • Becoming an F.Pl.


      The Institute is the only organization authorized to grant the financial planning diploma that leads to the F.Pl. designation. The starting point for a rewarding and people-oriented career.

      icon landingFind out why

    • I am :

      étudesA student
      marché

      A professional

      /en/trouver-mon-parcoursFind my path
      compétCompetency Guide for F.Pl.
    • Possible paths
      • University programs
      • Academic equivalency
      • Required training
      • The Institute’s Professional Training Course
      • new
        Simplified path for CFP holders
      • After graduation
      • Receiving your diploma
      • Applying for an AMF Certificate
      • Job listings
    • An exciting career
      play_circle_filled

      We are unable to display this content because you have refused the use of the performance, functional and marketing cookies on this website. To optimize your experience, please enable cookies in the preferences center.

      (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.

      icon landingLearn more about our training courses


    • For F.Pl.s
      • Professional development courses
      • Specialization program
      • Institute's annual conference
      • La Cible Magazine
      • Institute-accredited courses
      • Application for course recognition
      • CFP certification
      • Competency Guide for F.Pl.
    • For other specialists
      • New
        Securities courses
      • Continuing education courses
      • new
        Microprogram in Financial Planning
      • For the general public
      • Personal finances courses
    • Becoming an F.Pl.
      How to become a Financial Planner

    • 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:

      vidéoVideos

      newsArticles

      outils

      Tools

    • Featured video
      play_circle_filled

      We are unable to display this content because you have refused the use of the performance, functional and marketing cookies on this website. To optimize your experience, please enable cookies in the preferences center.

      (In French) Faire fructifier son argent
      • Collection de l'Institut
      • Projection Assumption Guidelines
  • My Campus
    Campus     Find an
    F.Pl.     search menu
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Institut of financial planning

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Popular searches
  • Becoming a financial planner
  • Find a financial planner
  • Financial planning courses
  • PDU
  • Professional development
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  • Projection guidelines
  • La Cible
Institut of financial planning
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