Financial Planning Program – Quebec - Canadian Securities Institute

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Certificate of Achievement – Personal Finance
Fundamentals of Personal Finance (0700) Investment and Taxation Fundamentals – Quebec (0774) Insurance and Retirement – Quebec (0778)


Investment and Tax Planning – Quebec (0782) Risk Management and Estate Planning – Quebec (0786)

Certificate of Achievement – Advanced Personal Finance

Economics (0960) Accounting (0955) Legal and Ethical Aspects of Financial Planning (0790) Financial Planning for Businesses – Quebec (0125) Investment Funds in Canada (0200)

Certificate of Financial Planning

IQPF Professional Training Course (IQPF Exam Preparation) (Offered by IQPF)⁽¹⁾

IQPF Exam (and satisfy other IQPF requirements)⁽²⁾

Financial Planner Designation (Pl. fin.) (awarded by the IQPF)
1 – Students interested in the IQPF Professional Training Course: IQPF Exam Preparation must register with the IQPF directly and include a copy of the following: Undergraduate certificate(s) CSI Student Transcript For information on the course, dates and prices, contact IQPF at (514) 767–4040.
2 – You must hold two undergraduate certificates in administration, law, economics, actuarial science or the equivalent to register for the IQPF Professional Training Course (IQPF Exam Preparation) and write the exam to earn the Pl. Fin. title.