The role of the Institute

The Institute of Financial Planning is the leading training institution!

The experts in financial planning

We are the only organization in Quebec authorized to grant the financial planning diploma which leads to the financial planner title.

We offer a range of tools and resources to help people better understand and manage their personal finances.

Training financial services specialists

We offer training to those wishing to become financial planners (F.Pl.s), with the goal of maintaining the highest standards in the profession.

We train all those who gravitate around financial planning to give them the knowledge they need to carry out their work responsibilities through our continuing education courses.

Supporting career development

We offer professional development courses to current F.Pl.s so they can excel in their role, advance their career, and offer clients astute advice.