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.

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

2023 Fall Session calendar

Select only one date for each online class.

  • Virtual class 1

    Progress Information

    September 187 p.m. to 8 p.m.FR
    September 197 p.m. to 8 p.m.FR
    September 257 p.m. to 8 p.m.FR
    September 267 p.m. to 8 p.m.AN

  • Virtual class 2

    Finance Concepts

    October 107 p.m. to 10 p.m.FR
    October 117 p.m. to 10 p.m.FR
    October 127 p.m. to 10 p.m.AN
    October 167 p.m. to 10 p.m.FR
    October 177 p.m. to 10 p.m.FR
    October 187 p.m. to 10 p.m.FR

  • Virtual class 3

    Mélodie Julien Case Study - Analysis and Recommendations

    October 208:30 a.m. to 3:30 p.m.FR
    October 218:30 a.m. to 3:30 p.m.FR
    October 228:30 a.m. to 3:30 p.m.AN
    October 278:30 a.m. to 3:30 p.m.FR
    October 288:30 a.m. to 3:30 p.m.FR
    October 298:30 a.m. to 3:30 p.m.FR

  • Virtual class 4

    Verne-Christie Case Study - Analysis and Recommendations

    November 38:30 a.m. to 3:30 p.m.FR
    November 48:30 a.m. to 3:30 p.m.FR
    November 58:30 a.m. to 3:30 p.m.AN
    November 108:30 a.m. to 3:30 p.m.FR
    November 128:30 a.m. to 3:30 p.m.FR

  • Virtual class 5

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

    November 137 p.m. to 10 p.m.FR
    November 147 p.m. to 10 p.m.FR
    November 157 p.m. to 10 p.m.AN
    November 167 p.m. to 10 p.m.FR
    November 207 p.m. to 10 p.m.FR
    November 217 p.m. to 10 p.m.FR

  • Mixed activity

    Practice Exam (exact schedule to be confirmed)

    December 1full dayFR
    December 2full dayFR
    December 3full dayAN
    December 3full dayFR

  • Exam date

    For all groups

    Saturday, December 16, 2023

    InfoFor informational purposes only, may be subject to change.

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

2024 Spring Session calendar

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

  • Exam date

    For all groups

    CalendrierMid-june 2024

PT Course fees

Fees are subject to change without notice and include taxes.

  • Application processing fee

    $316.18

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

  • Professional Training Course fee

    $2 742.15

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

  • La Collection de l’IQPF

    $404.25

    Available in French only
    (ISBN 2-922174-05-0).

  • Total

    $3 462.58

The PT Course fee must be paid in full before the start of the session.

Note: The deadline to withdraw from the PT Course with a refund (less a cancellation fee of $85 before taxes) is three business days following the date of the second class in your schedule. No refunds will be issued for withdrawals after this deadline.

La Collection de l’IQPF

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. You can order it when you register for the PT Course online or at any time using the form below.

La mise à jour de La Collection de l'IQPF

It is no longer possible to purchase La mise à jour de La Collection de l'IQPF. The publisher has changed the format. La Collection de l'IQPF is no longer available in binders, but as softcover books.

* To qualify for the student price, you must be enrolled in the Professional Training Course or Executive Program, or have qualified for the Institute’s equivalency exam.

If you are not an Institute student or affiliate and would like to purchase La Collection de l’IQPF, please contact Éditions Yvon Blais at 1-800-363-3047.

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

    Accreditation number
    CSF21-09-55799
    Categories and PDUs
    General subjects – 3

  • Virtual class 3: Mélodie Julien Case Study - Analysis and Recommendations

    Accreditation number
    CSF21-09-55800
    Categories and PDUs
    General subjects – 6

  • Virtual class 4: Verne-Christie Case Study - Analysis and Recommendations

    Accreditation number
    CSF21-09-55801
    Categories and PDUs
    General subjects – 6

  • Virtual class 4: Verne-Christie Case Study - Analysis and Recommendations

    Accreditation number
    CSF21-09-55802
    Categories and PDUs
    General subjects – 3

  • Mixed activity: Practice Exam

    Accreditation number
    CSF21-09-55803
    Categories and PDUs
    General subjects – 6