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- The Institut québécois de planification financière (IQPF) is a not-for-profit organization that awards the Financial Planner (F.Pl.) diploma in Quebec (Canada) and administers the Autorité des marchés financiers (AMF)'s regulation relating to the professional continuous training of its graduates. In addition, the IQPF develops and delivers professional development activities for financial planners. Financial planners must accumulate professional development units in three categories:
* Integrated personal financial planning (IPFP)
* Training activities in one or more of the financial planning areas (SFPA)
* Training activities in subjects pertaining to compliance with standards, ethics and business conduct (SC), and training activities in subjects pertaining to compliance with standards, ethics and business conduct related directly to financial planning (SC-FP) (en)
- L'Institut québécois de planification financière (IQPF) est un organisme à but non lucratif qui décerne le diplôme de planificateur financier (Pl. Fin.) au Québec (Canada) et administre le règlement de l'AMF (Autorité des marchés financiers (Québec)) relatif à la formation continue de ses diplômés. De plus, l'IQPF élabore et dispense des activités de formation continue pour les planificateurs financiers. Ceux-ci doivent accumuler des unités de formation continue dans trois catégories:
* planification financière personnelle intégrée (PFPI)
* formation dans un ou plusieurs des domaines de la planification financière (PDOM)
* formation en matière de conformité aux normes, d’éthique et de pratique professionnelle (NP) et formation en matière de conformité aux normes, d’éthique et de pratique professionnelle reliée directement à la planification financière (NP-PF) (fr)
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- To protect the personal finances of the public by training financial planners and establishing standards of professional practice.
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- 15998 (xsd:nonNegativeInteger)
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- Autorité des marchés financiers (Quebec) and Financial Planning Standard Council (en)
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- Daniel Lanteigne, F.Pl., B.B.A., Chair of the Board (en)
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- Chantal Lamoureux, LL.B., CPHR, President & CEO, Secretary (en)
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- Institut québécois de planification financière (en)
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- To protect the personal finances of the public by training financial planners and establishing standards of professional practice. (en)
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- Non-profit organization (en)
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- The Institut québécois de planification financière (IQPF) is a not-for-profit organization that awards the Financial Planner (F.Pl.) diploma in Quebec (Canada) and administers the Autorité des marchés financiers (AMF)'s regulation relating to the professional continuous training of its graduates. In addition, the IQPF develops and delivers professional development activities for financial planners. Financial planners must accumulate professional development units in three categories: (en)
- L'Institut québécois de planification financière (IQPF) est un organisme à but non lucratif qui décerne le diplôme de planificateur financier (Pl. Fin.) au Québec (Canada) et administre le règlement de l'AMF (Autorité des marchés financiers (Québec)) relatif à la formation continue de ses diplômés. De plus, l'IQPF élabore et dispense des activités de formation continue pour les planificateurs financiers. Ceux-ci doivent accumuler des unités de formation continue dans trois catégories: (fr)
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- Institut québécois de planification financière (en)
- Institut québécois de planification financière (fr)
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- Institut québécois de planification financière (en)
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