Financial Planning Discovery Path

A new path for discovering financial planning


The Institute is launching its Financial Planning Discovery Path! A training course for those who want to learn about financial planning or are interested in improving their skills to better support their clients.
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Virtual Open House

Find out how the new Discovery Path can help you deepen your knowledge and develop your skills.

If you’re already working in financial services or are passionate about personal finance, the Financial Planning Discovery Path may be just the right path for you!

 

Join us on September 12 at noon for an online information, session, in French, followed by a question-and-answer period.


Sign up for the open house]

The Financial Planning Discovery Path: a microprogram to enrich your knowledge

The Institute's all-new Financial Planning Discovery Path helps you to acquire 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 
  • Quiz

At the end of each module, a 3-hour virtual exam, available in both English and French, tests the knowledge you have acquired.

  • Module 1 : Finance

    This module teaches you to master financial calculations and personal financial statements. 

    You will discover essential concepts such as how the value of money transforms over time, the calculation of annuities, returns, and much more. These skills are designed to help you offer solutions adapted to the needs of your clients.

    🕒 Duration : 24 hours + 3-hour exam
    24 PDU with CSF 

  • Module 2 : Retirement

    The Retirement module helps you deepen your knowledge of retirement planning.

    You’ll explore subjects including retirement plans, asset accumulation and depletion strategies, and the legal frameworks surrounding them.

    🕒 Duration : 24 hours + 3-hour exam
    24 PDU with CSF

  • Module 3 : Taxation

    Taxation is an essential aspect of personal finance. 

    In this module, you'll learn how to understand and explain essential tax concepts to your clients, including the Canadian and Quebec tax system, tax calculations and tax credits.

    🕒 Duration : 24 hours + 3-hour exam
    24 PDU with CSF

Cost of the Financial Planning Discovery Path

  • Cost of each module, including one attempt at passing the exam

    $635,00 + taxes

  • Exam rewrite fee

    $220,00 + taxes

  • Exam rescheduling or cancellation fee

    $40,00 + taxes

  • La Collection de l'Institut

    Le principal ouvrage de référence théorique.

    400,00 $ + taxe (TPS seulement)

This microprogram is open to all, but is particularly aimed at people already working in the financial sector who wish to specialize further to better support their customers.

There are no prerequisites to register.

Register for the Discovery Path

What happens after completing the Discovery Path?

When you’ve successfully completed the Financial Planning Discovery Path, you’ll receive a digital badge.

Has financial planning become a passion? Continue your journey to becoming a Financial Planner!

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