The Institute's 2022-2025 Strategic Plan

Content

Orientations
Diversify the content, formats and people involved in order to train various audiences and ensure that the value of IPFP is recognized by the greatest number of financial services professionals.

Actions
Define a new content design and delivery approach.

Establish tools and support for the practice.

Client experience

Orientations
Increase attraction, conversion and retention through the client experience. Make the client experience a distinguishing factor that provides added value.

Actions

Define target segments and design adapted, modular pathways for each one.

Improve service efficiency.

Measure the client experience.

Develop new tools for improving the experience, at every stage of the training cycle.

Awareness

Orientations
Significantly increase awareness of the profession among its target audiences. Make the profession known and promote it (and its actions).

Rethink the IQPF’s brand identity.

Actions
Deploy strategies of presence, influence and referral.

Develop and implement a more efficient content strategy by leveraging our affiliates.

Raise affiliates’ awarenes of the Insitute’s products and services.

Organizational capacity

Orientations
Ensure that we have the organizational capacity required to achieve ambitious goals by adopting a culture of performance based on agility, innovation and personal and collective initiative. Support all team members to effect a rapid, harmonious transition.

Actions

Nourish a culture of performance and development.

Develop the digital culture and emphasize the digital shift.

Cultivate engagement.