The Institute's 2022-2025 Strategic Plan


Board members have spent the last few months imagining the future of the Insitute. From the revisited mission to the upcoming projects, this is our roadmap for the next three years.

Mission and vision

As the leader in developing and promoting personal financial planning, ensure that today’s and tomorrow’s financial services professionals have the knowledge, the know-how and the social skills required to contribute to the financial well-being of people, families and communities.

Be the frontrunner in personal financial planning education, recognized as a world-class teaching institute by both professionals and employer.

Strategic priorities


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.

Define a new content design and delivery approach.

Establish tools and support for the practice.

Client experience

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


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.


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.

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

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.


Nourish a culture of performance and development.

Develop the digital culture and emphasize the digital shift.

Cultivate engagement.

View the full version of our 2022-2025 Strategic Plan.