Institut de planification financière

What Institut de planification financière does

Institut de planification financière is the only organization authorized in Quebec to award the diploma in financial planning leading to the Pl.Fin. professional title. Founded approximately 1989-1990 and headquartered in Verdun, Quebec (formerly operating as IQPF), it functions as the professional certification body for financial planners in the province, setting competency standards and credentialing practitioners. The organization serves primarily two customer segments: aspiring financial planners seeking the Pl.Fin. designation through its mandatory Cours de formation professionnelle (professional training course), and currently certified Pl.Fin. holders who must complete continuing education (Cours de formation continue) via annual subscription packages (Forfait illimité at 2,079 CAD and Forfait régulier at 1,734 CAD). Secondary segments include other financial-services professionals (Cours de perfectionnement, securities courses, Microprogramme en planification financière) and the general public (Cours de finances personnelles 101).

Name

Institut de planification financière

Legal name

Institut de planification financière

Website

https://iqpf.org

Company type

Private

Founded year

1990

Operating status

Operating

Headcount range

11–50 employees

Short description

The Institut de planification financière is Quebec's sole authorized credentialing body for the Pl.Fin. financial planner designation, delivering the mandatory professional training course, continuing education subscriptions, specialization programs, and an annual congress for aspiring and certified planners.

Ownership category

akta.pro rank

Product category

Financial Planning Professional Certification and Training

akta.pro primary industry

Financial Services & Insurance (FINRA, CFP, IAR, Insurance CE) (EDAAALAJ)

Keywords

• Financial planning certification
• Professional training courses
• Continuing education
• Securities exam preparation
• Financial planner designation

Headquarters

HQ city

Verdun

HQ country

Canada

HQ region

North America

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Pricing tiers

Distribution channels4 records

Marketing channels8 records

Core offering

Institut de planification financière is the only organization authorized to award the diploma in financial planning that leads to the Pl. Fin. (Financial Planner) professional title in Quebec. It delivers the mandatory professional training course, continuing education packages, specialization and micro-programs, securities exam preparation (Cours en valeurs mobilières), CFP certification, and a range of tools (Normes d'hypothèses de projection, Guide des compétences, Collection de l'Institut) to support financial planners. The organization is a non-profit professional body founded in 1990 (formerly IQPF).

Product overview

Institut de planification financière is a professional certification and training organization (formerly IQPF) that offers a comprehensive suite of programs and resources for financial planners in Quebec. The core offering is the professional training course (Cours de formation professionnelle) required to obtain the Pl. Fin. designation, supplemented by continuing education courses, specialization programs, and micro-programs. The organization also provides the annual congress, its magazine (La Cible), projection assumption standards with calculators, competency guides, and an online learning platform (Mon Campus). These products and services form a complete ecosystem supporting financial planners from education through certification and ongoing professional development.

Differentiator

Problem solved

Functional benefit

Products and services

• Cours de formation professionnelle The mandatory professional training course required to obtain the Pl. Fin. (Financial Planner) designation in Quebec. This diploma program is the final step leading to certification and is offered to aspiring financial planners who have completed the recognized academic prerequisites.
• Cours de formation continue (Continuing Education) Continuing education courses for certified financial planners to maintain their credentials and advance their careers. Offered in two annual subscription packages: Forfait illimité (2,079 $/year) and Forfait régulier (1,734 $/year).
• Microprogramme en planification financière A fully virtual micro-program allowing learners to acquire essential knowledge in three key areas: finance, retirement, and taxation. Designed for professionals already working in the financial sector who wish to specialize further.
• Certification CFP (Certified Financial Planner) Certified Financial Planner (CFP) certification offered by the Institute, recognized across Canada. Targets financial planners seeking the national CFP designation.
• Programme de spécialisation - Accompagner et conseiller l'entrepreneur dans sa PFPI Specialization program focused on helping financial planners advise entrepreneurs on their comprehensive financial and investment planning (PFPI). Aimed at Pl. Fin. who serve or wish to serve entrepreneur clients.
• Cours en valeurs mobilières (Securities courses) Securities courses and exam preparation tools for the OSCRA (OCRI) exams, designed to prepare professionals to effectively serve their clients at the start of their careers in financial services.
• Cours de perfectionnement Professional development courses for financial specialists outside of financial planning to enhance their knowledge and better serve their clients.
• Cours de finances personnelles 101 Personal finance course for the general public covering fundamental financial literacy topics.
• Congrès annuel de l'Institut Annual congress bringing together financial planning professionals for education and networking. The 2026 edition combines the Symposium de la Chaire IG Gestion de patrimoine with the Institut's annual Congress.
• Normes d'hypothèses de projection Standardized projection assumptions used by financial planners in Quebec, including downloadable Excel calculators for retirement and financial projections, hosted on the Institute's website as a standalone reference tool.
• Guide des compétences des Pl. Fin. Competency guide for financial planners outlining the skills and knowledge areas required for the Pl. Fin. profession, available as a reference resource.
• Collection de l'Institut Online collection of Institute resources including tools, videos, testimonials, and articles to support financial planners in all areas of their practice.
• Mon Campus (LMS) Online learning management system (LMS) portal for students and members to access courses, training materials, and educational resources from the Institut.
• Le magazine La Cible The Institute's magazine covering financial planning topics, distributed to members and subscribers.

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Eight partnerships are on record, tiered minor and core.

• Banque NationaleminorOthersPartner bank supporting the financial planning profession. Listed as a partner in the 'Merci à nos partenaires' section.
• Conseiller MagazineminorOthersFinancial industry publication partner. Listed as a partner in the 'Merci à nos partenaires' section.
• Desjardins Gestion de patrimoineminorOthersWealth management division of Desjardins Group, a major Quebec financial cooperative. Listed as a partner.
• Finance et investissementminorOthersFinancial industry publication partner. Listed as a partner in the 'Merci à nos partenaires' section.
• FP CanadaminorOthersNational financial planning standards organization in Canada. Listed as a partner supporting the profession.
• IG Gestion de patrimoinecoreOthersCo-host of annual congress combining Symposium de la Chaire IG Gestion de patrimoine with Institut's annual congress. Listed as a key strategic partner.
• Retraite QuébecminorOthersQuebec government body for retirement affairs. Listed as a partner in the 'Merci à nos partenaires' section.
• RBC Banque RoyalecoreOthersMajor Canadian bank providing Charles-Pelletier scholarship for top students and honorary presidency at graduation ceremony. Key partner supporting financial planning education.

Recent moves6 records

Expansion highlights5 records

Others

• Finance et Investissement: Quebec-focused financial industry publication and media partner of the Institut. Comparable as an ecosystem participant targeting the same Quebec financial planner audience with editorial and continuing education content.
• CIRO (Canadian Investment Regulatory Organization): National self-regulatory organization overseeing investment dealers and trading activity in Canada. Comparable as an adjacent regulator that defines educational and licensing requirements (e.g., for the OSCRA/OCRI exams) that the Institut's securities courses prepare candidates for.
• Quebec AMF (Autorité des marchés financiers): Quebec's financial markets regulator that issues the certificat de l'AMF, the next step after the Pl.Fin. diploma. Comparable as the regulatory counterparty whose certification framework the Institut's curriculum is designed to feed into.

Broad incumbents

• CFA Institute: Global professional body administering the CFA designation and providing continuing education for investment professionals. Comparable as a much larger, globally established financial credentialing incumbent with overlapping standards and content functions.
• Ordre des CPA du Québec: Quebec professional order regulating Chartered Professional Accountants, with its own training, continuing education, and designation regime. Comparable as a large Quebec-based professional credentialing body with an analogous certification/education operating model.
• Barreau du Québec (professional training): Quebec's professional order for lawyers, operating the École du Barreau training program and mandatory continuing education. Comparable as a Quebec-rooted professional credentialing body with a similar certification, training, and CE governance model.

Direct peers

• Canadian Securities Institute (CSI): Leading Canadian provider of securities and financial services training, courses, and certifications (e.g., CSC, CIM). Comparable as a peer financial-services education and credentialing organization targeting similar practitioner segments in Canada.
• FP Canada: National standards-setting body for financial planning in Canada, owner of the CFP marks. The Institut is a FP Canada partner and offers the CFP certification in Quebec, making it a direct peer in financial planner credentialing and standards.
• Advocis (Financial Advisors Association of Canada): Canada's largest professional association for financial advisors and planners, providing member services, professional development, and designations (CLU, CHFC). Highly comparable as a peer professional body serving financial planning practitioners with education and continuing education.

Emerging players

• Knowledge Bureau: Canadian education provider delivering certificate programs, courses, and designations for financial professionals, including those in financial planning. Comparable as a niche education competitor in financial professional development, with overlapping course and CE offerings.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/Institut_pf
• YouTubeyoutube.com/@InstitutPF
• Facebookfacebook.com/Institut.de.planification.financiere
• LinkedInlinkedin.com/company/institut-de-planification-financiere
• Instagraminstagram.com/institutpf
• TikToktiktok.com/@institutpf

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Institut de planification financière