The Institute's 2025-2028 Strategic Plan

The audacity to stand out

In an ever-changing financial world, maintaining pace is no longer enough. Landmarks are changing, expectations are rising, and the competition is becoming more diverse. In this situation, the Institute has chosen a clear commitment.

Watch our video to learn more (in French).

 

The four strategic orientations of our commitment

Boost awareness and recognition of the profession

Elevate the quality of professional practice

Deliver a distinctive and positive client experience

Maximize efficiency through skills and technology