Professional development courses for F.Pl.s

Available courses

PFPI47 Le grand saut : Se lancer, ça se planifie!

15 IPFP

(In French) D’abord donné lors du congrès 2023, ce cours voit le cas d’Éloïse, qui lancer une entreprise avec des collègues rencontrés à l’université.

access_time 15 h

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PFPI34A Upping your Game

5 IPFP

This course is for all financial planners and especially those who want to advise clients who are considering furthering their education.

access_time 5 h

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PFPI34 Faites vos jeux

5 IPFP

(In French) Ce cours s’adresse à tous les Pl. Fin., mais surtout à ceux et celles qui souhaitent conseiller une clientèle qui envisage un retour aux études.

access_time 5 h

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NPPF13A Introduction to partial mandates

1 SC-FP

This course is the first in a series on partial mandates, and is required to register for the other 6 optional parts.

access_time 1 h

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NPPF13A Partial Mandate: Personal and family situation

1 SC-FP

Prerequisite: Introduction to partial mandates. This training focuses on the partial mandate for the personal and family situation.

access_time 1 h

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NPPF13A Partial mandate: Tax situation

1 SC-FP

Prerequisite: Introduction to partial mandates. This training focuses on the partial mandate for the tax situation.

access_time 1 h

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NPPF13A Partial Mandate: Financial situation

1 SC-FP

Prerequisite: Introduction to partial mandates. This training focuses on the partial mandate for the financial situation.

access_time 1 h

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NPPF13A Partial mandate: Protection situation

1 SC-FP

Prerequisite: Introduction to partial mandates. This training focuses on the partial mandate for the protection situation.

access_time 1 h

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NPPF13A Partial mandate: Retirement situation

1 SC-FP

Prerequisite: Introduction to partial mandates. This training focuses on the partial mandate for the retirement situation.

access_time 1 h

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NPPF13A Partial mandate: Personal situation at death

1 SC-FP

Prerequisite: Introduction to partial mandates. This training focuses on the partial mandate for the situation at death.

access_time 1 h

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NPPF13 Mandat partiel : Situation au décès

1 SC-FP

(In French) Prérequis : Initiation aux mandats partiels. Cette formation met l'accent sur le mandat partiel pour la situation au décès.

access_time 1 h

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NPPF13 Mandat partiel : Situation à la retraite

1 SC-FP

(In French) Prérequis : Initiation aux mandats partiels. Cette formation met l'accent sur le mandat partiel pour la situation à la retraite.

access_time 1 h

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NPPF13 Mandat partiel : Situation en matière de protection

1 SC-FP

(In French) Prérequis : Initiation aux mandats partiels. Cette formation met l'accent sur le mandat partiel pour la situation en matière de protection.

access_time 1 h

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NPPF13 Mandat partiel : Situation fiscale

1 SC-FP

(In French) Prérequis : Initiation aux mandats partiels. Cette formation met l'accent sur le mandat partiel pour la situation fiscale.

access_time 1 h

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NPPF13 Mandat partiel : Situation financière

1 SC-FP

(In French) Prérequis : Initiation aux mandats partiels. Cette formation met l'accent sur le mandat partiel pour la situation financière.

access_time 1 h

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NPPF13 Mandat partiel : Situation personnelle et familiale

1 SC-FP

(In French) Prérequis : Initiation aux mandats partiels. Cette formation met l'accent sur le mandat partiel pour la situation personnelle et familiale.

access_time 1 h

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NPPF13 Initiation aux mandats partiels

1 SC-FP

(In French) Ce cours est le premier d’une série portant sur les mandats partiels et est obligatoire pour s’inscrire aux 6 autres parties optionnelles.

access_time 1 h

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PFPI43 Planifier le transfert de son entreprise

15 IPFP

(In French) D’abord présenté lors du Congrès 2022 de l'Institut, ce cours porte sur un propriétaire d’entreprise qui souhaite que ses enfants prennent sa relève.

access_time 15 h

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PFPI40 Enjeux transfrontaliers : de retour des États-Unis

5 IPFP

(In French) Ce cours s’adresse aux Pl. Fin. qui ont une clientèle avec des actifs au sud de la frontière et qui prévoit une retraite au Québec.

access_time 5 h

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PFPI38 Une rupture harmonieuse

5 IPFP

(In French) Ce cours s’adresse à tous les planificateurs financiers, mais particulièrement à ceux et celles qui souhaitent conseiller des clients lors d'une séparation.

access_time 5 h

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Costs

  • IPFP

    Professional development activities in integrated personal financial planning

    15 PDUs
    $1,360 plus taxes

    5 PDUs
    $455 plus taxes

  • SC-FP

    Professional development activities in subjects pertaining to compliance with standards, ethics and business conduct related directly to financial planning

    5 PDUs
    $339 plus taxes

    1 PDUs
    $68 plus taxes

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Learning modes

  • Webcast Courses

    Webcast courses are live, remote courses. In both cases, there is usually some preparatory work to be completed on the web beforehand.

  • Hybrid Courses

    Our hybrid courses consist of a virtual class to be taken live on a given date and a web module that you can complete online at your own pace. There is also preparatory work to complete.

  • Online Courses

    Our web-based courses are asynchronous, which means that you take them without having to be connected at a specific time. They are given entirely online. You can take your course wherever and whenever you want, at your own pace!