The Institute’s Professional Training Course


Your pathway to a financial planning diploma

The Institute’s Professional Training Course (PT Course) is required to obtain a financial planner diploma. It is the next step after academic training or its equivalent. This course, available in English and in French, consists of online classes supplemented by web modules, readings, and exercises. It provides an overview of the concepts you’ve already mastered in the seven areas of expertise and provides the necessary methodology to apply this knowledge to personal financial planning, through the use of case studies.

The PT Course is offered twice a year, in the spring and fall.

How to apply

Your application must include the following documents, as appropriate:

  • Final transcript for a bachelor’s degree with a concentration in financial planning or financial services

OR

  • Final transcripts for the financial planning certificate and two other certificates in administration, economics, law, actuarial science, or any other related field recognized by the Institute

You must have completed your university studies by the time you submit your application.

Please allow 6 weeks for your application to be processed. Your complete application must be received and paid for no later than August 1 for the fall session and February 1 for the spring session to ensure that it is reviewed before registration opens.

If you submit your application before the deadline and your application is accepted, you will be able to register for your classes as soon as registration opens. Applying on time boosts your chances of getting your preferred class times and receiving your course materials before the start of the session.

Applications received after the deadline (August 1 for the fall session and February 1 for the spring session) will still be processed, but we cannot guarantee that a decision will be made before your desired start date. If accepted, late applicants may register for classes provided that space is still available and the last Virtual Class 1 – Progress Information has not passed.

Submit an application

2025 Fall Session calendar

Select only one date for each online class. These dates are indicative and may be subject to change.

  • Virtual class 1

    Progress Information

    September 227 p.m. to 8 p.m.FR
    September 237 p.m. to 8 p.m.FR
    September 247 p.m. to 8 p.m.

    EN

    September 257 p.m. to 8 p.m.FR

  • Virtual class 2

    Finance Concepts

    October 77 p.m. to 10 p.m.FR
    October 87 p.m. to 10 p.m.FR
    October 97 p.m. to 10 p.m.EN
    October 147 p.m. to 10 p.m.FR
    October 157 p.m. to 10 p.m.FR
    October 167 p.m. to 10 p.m.FR

  • Virtual class 3

    Mélodie Julien Case Study - Analysis and Recommendations

    October 178:30 a.m. to 3:30 p.m.FR
    October 188:30 a.m. to 3:30 p.m.FR
    October 198:30 a.m. to 3:30 p.m.FR
    October 248:30 a.m. to 3:30 p.m.

    FR

    October 268:30 a.m. to 3:30 p.m.FR
    October 268:30 a.m. to 3:30 p.m.EN

  • Virtual class 4

    Verne-Christie Case Study - Analysis and Recommendations

    October 318:30 a.m. to 3:30 p.m.FR
    November 18:30 a.m. to 3:30 p.m.FR
    November 28:30 a.m. to 3:30 p.m.EN
    November 78:30 a.m. to 3:30 p.m.FR
    November 88:30 a.m. to 3:30 p.m.FR
    November 98:30 a.m. to 3:30 p.m.FR

  • Virtual class 5

    Review of Key Concepts Used in Case Studies 03, 04, and 05

    November 107 p.m. to 10 p.m.FR
    November 117 p.m. to 10 p.m.FR
    November 177 p.m. to 10 p.m.FR
    November 187 p.m. to 10 p.m.EN
    November 197 p.m. to 10 p.m.FR
    November 207 p.m. to 10 p.m.FR

  • Mixed activity

    Practice Exam (exact schedule to be confirmed)

    November 28full dayFR
    November 29full dayFR
    November 30full dayFR
    November 30full day

    EN

  • Date of both parts of the exam

    For all groups

    Thursday, December 4 (evening), and Saturday, December 13, 2025

    InfoFor informational purposes only, may be subject to change.

The Institute reserves the right to cancel a class due to insufficient enrolment.

2026 Spring Session calendar

Tentative start date: mid-March. Exact dates to be confirmed.

  • Exam date

    For all groups

    CalendrierMid-June 2026

PT Course fees

Fees are subject to change without notice and include taxes.

  • Application processing fee

    $285.00 plus taxes

    Non-refundable. Payable again after two years of inactivity.

  • Professional Training Course fee

    $2,480.00 + taxes

    Includes course materials, with the exception of La Collection de l’Institut, and the exam.

  • La Collection de l’Institut

    $250.00 + taxes

    Available in French only
    ISBN volume 1: 978-2-89847-099-8
    ISBN volume 2: 978-2-89847-100-1

    *The Collection is only available online

  • Total

    $3,015.00 + taxes

The PT Course fee must be paid in full before the start of the session, unless you have opted for multiple instalments.

Terms and conditions

Multiple instalments

The Professional Training Course is eligible for payment in multiple instalments. To opt for multiple instalments, you must purchase La Collection separately.

If you opt for multiple instalments, the amount for taxes ($371.38) is payable at the time of purchase, then the remainder of the payment is payable in three instalments made on the 1st of the month for three months, i.e. two instalments of $826.66 and one instalment of $826.68. If the purchase is made on the 1st of the month, taxes and the 1st instalment will be payable at the time of purchase.

The deadline for taking advantage of the multiple instalment payment option is April 1st for the spring session and October 1st for the fall session.

Cancellations and refunds

A fee of $90 plus taxes applies to cancellations made between the day of registration and 3 days after the second virtual class on your schedule. File opening fees and the purchase of La Collection de l’Institut are non-refundable. No refunds will be given after the third day following the second virtual class on your schedule.

Right of cancellation

The Institute reserves the right to cancel a class if the number of registrations is insufficient.

La Collection de l’Institut

The definitive French-language reference work for financial planners, La Collection covers all areas of financial planning and serves as the textbook for the PT Course. 

La Collection de l'Institut

2025 Edition


Price

$250.00 + taxes

Digital version

Students enrolled in the PT Course can purchase the digital version of La Collection directly on the Institute’s Campus:


Buy the digital version of La Collection


Print version

A print version of La Collection de l’Institut is available from Thomson Reuters.

Final exam

This exam concludes the PT Course. It is administered online and consists of a case study (70% of the final evaluation) and multiple-choice questions (30% of the final evaluation).

The results are posted approximately two months after the exam date.

If you are unsuccessful, you may file an application for review for a fee. To retake the exam, you will need to register for another session of the PT Course and pay the course fees again. It is not possible to pay only for the exam.

To apply for your Autorité des marchés financiers (AMF) representative's certificate and bear the title of F.Pl., you must pass this exam and have a complete file at the Institute.

CSF accreditation

Each instructional module of the PT Course is accredited by the Chambre de la sécurité financière (CSF).

  • Virtual class 2:

    Finance Concepts

    Category and PDUs

    General subjects – 3

  • Virtual class 3:

    Mélodie Julien Case Study - Analysis and Recommendations

    Category and PDUs

    General subjects – 6

  • Virtual class 4:

    Verne-Christie Case Study - Analysis and Recommendations

    Category and PDUs

    General subjects – 6

  • Virtual class 5:

    Review of Key Concepts Used in Case Studies 03, 04, and 05

    Category and PDUs

    General subjects – 3

  • Mixed activity:

    Practice Exam

    Category and PDUs

    General subjects – 6