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Designation Pathway

CSI Path to Financial Planning Program – Quebec (IQPF)

“Clients are looking for professionals who have the educational background needed to manage their portfolios.” – Neela White, CIM®, CIWM, FCSI® – Portfolio Manager, MacDougall, MacDougall & MacTier Inc

“One of the best investments I’ve made was investing in my education.” – Phoebe Kim, CIWM – Senior Private Banker, TD Wealth Private Client Group

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“Clients are looking for professionals who have the educational background needed to manage their portfolios.” – Neela White, CIM®, CIWM, FCSI® – Portfolio Manager, MacDougall, MacDougall & MacTier Inc

“One of the best investments I’ve made was investing in my education.” – Phoebe Kim, CIWM – Senior Private Banker, TD Wealth Private Client Group

What is the CSI Financial Planning Program – Quebec?

Earn the Financial Planner (Pl. Fin.) designation and offer your clients the assurance of proven competency when you help them meet their financial goals. CSI’s financial planning education pathway meets Quebec’s provincial requirements and leads to the IQPF Financial Planning Exam.

The Institut québécois de planification financière (IQPF) is the only organization in Quebec authorized to grant financial planning diplomas and to establish rules concerning the ongoing professional development of professional financial planners. Please refer to the IQPF website for more information.

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What is the CSI path to the IQPF designation?

Important Note

Students interested in the IQPF Professional Training Course and the IQPF Exam Preparation must register with the IQPF directly and include a copy of their Undergraduate certificate(s) and CSI Student Transcript.

Pre-requisite Requirements

Please refer to the IQPF website for information on experience requirements and pre-requisites (such as college/university diplomas or degrees).