University programs recognized by the Institute

Financial planning programs

There are numerous combinations of academic training, professional qualifications, and work experience that qualify individuals for enrolment in the Institute’s Professional Training Course, which culminates in a final exam leading to the diploma in financial planning.

One option is to complete any of the following Institute-approved university programs in personal financial planning.


HEC Montréal
Certificate in personal financial planning
(French only) and two other certificates*

Université Laval
Certificate in personal financial planning
and two other certificates*

Université Laval
Bachelor of Business Administration (BBA) – Concentration in Financial Planning
(French only)

Université McGill
Diploma in Applied Finance (until 2013)

Université McGill
Graduate Certificate in Financial Planning

Université du Québec en Abitibi-Témiscamingue
Certificate in financial planning (French only) and two other certificates*

Université du Québec à Montréal – School of Management Sciences
Certificate in financial planning (French only) and two other certificates*

Université du Québec à Rimouski
Bachelor of Administration – Financial Services Concentration (French only)

Université du Québec à Rimouski
Certificate in financial planning
(French only) and two other certificates*

Université du Québec à Trois-Rivières
Bachelor of Business Administration – Finance Track, Financial Planning Profile (French only)

Université du Québec à Trois-Rivières
Bachelor of Accounting – Personal Finance Planning (PFP) Profile (French only)

Université du Québec à Trois-Rivières
Certificate in financial planning (French only) and two other certificates*

Université TÉLUQ
Bachelor of Administration (concentration in financial planning) (French only)

Université TÉLUQ
Certificate in financial planning (general track) (French only) and two other certificates*

Université TÉLUQ
Certificate in financial planning (Desjardins Group track) (French only) and two other certificates*

Canadian Securities Institute (CSI Global Education)
Financial Planning Program – Quebec and two other certificates


*Each additional certificate must be a university-level certificate awarded by a legally authorized institution in Canada or a diploma equivalent to or higher than a certificate, obtained in Canada and comprising a minimum of 10 university-level courses (450 hours), or an equivalent recognized by the Quebec ministry responsible for the comparative evaluation of studies completed abroad, in one or more of the following disciplines:

  • Administration
  • Economics
  • Law
  • Actuarial science
  • Any other related discipline recognized by the Institute
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