The Institute Executive Program

Acquire valuable experience

The Institute’s Executive Program is designed to provide you with personal financial planning knowledge that complements your academic training and experience. This is an entirely virtual program, so you can complete it at your own pace based on your schedule.

This is one of the options, along with the equivalency exam, available to those who qualify for Category II, III, or IV academic equivalency. It is the only option for those who qualify for Category Va or Vb equivalency.

The program consists of six course modules, offered in French only, covering the seven areas of financial planning. Each module requires approximately 24 hours to complete and includes videos, readings, exercises, and multiple-choice questions. After each module, you must pass a 3-hour closed-book virtual exam in your choice of English or French.

Modules may also be taken individually by candidates seeking academic equivalency who have failed one or more areas of the equivalency exam.

Modules of the Executive Program

The modules must be taken in order:

  1. Legal aspects and succession
  2. Taxation
  3. Finance
  4. Investment
  5. Retirement
  6. Insurance and risk management

Costs of the Executive Program

Prices are subject to change without notice and do not include taxes.

  • Application and file analysis fee

    $285.00 + taxes

    Non-refundable, to be paid again after 2 years of inactivity.

  • 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'IQPF

    Main reference book, available in French only.

    $400.00 + tax (GST only)

The content of La Collection de l'IQPF is also available online for the Institute's students and affiliates. 

PDUs with the Chambre de la sécurité financière

The Executive Program's 6 modules are accredited with the Chambre de la sécurité financière (CSF).

  • Legal aspects and succession

    Accreditation number

    CSF15-03-33560


    Areas and professional development units

    Insurance of persons – 1
    General subjects – 23

  • Taxation

    Accreditation number

    CSF15-03-33561


    Areas and professional development units

    Group savings plan brokerage – 3
    Insurance of persons – 1
    General subjects – 20

  • Finance

    Accreditation number

    CSF12-10-28505


    Areas and professional development units

    General subjects – 24

  • Investment

    Accreditation number

    CSF14-04-31689


    Areas and professional development units

    Group savings plan brokerage – 21
    General subjects – 3

  • Retirement

    Accreditation number

    CSF12-10-28506


    Areas and professional development units

    Group savings plan brokerage – 20
    General subjects – 4

  • Insurance and risk management

    Accreditation number

    CSF12-10-28504


    Areas and professional development units

    Insurance of persons – 20
    General subjects – 4