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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 IPF Financial Planning Exam.

The Institut de planification financière (IPF) 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 IPF website for more information.

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What is the CSI path to the IPF designation?

Important Note

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

Pre-requisite Requirements

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