Canadian Securities Institute, Moody's Analytics Training & Certification Services
Mobile Menu

Financial Planning Program – Quebec

 

Your Route

Certificate of Achievement – Personal Finance
Certificate of Achievement – Advanced Personal Finance

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.