The ébécoisdeplanificationfinancièInstitut québécois de planification financière (IQPF) is a not-for-profit organization that awards the Financial Planner (F.Pl.) diploma in Quebec (Canada) and administers the Autorité des marchés financiers (AMF)'s regulation relating to the professional continuous training of its graduates.
In addition, the IQPF develops and delivers professional development activities for financial planners. Financial planners must accumulate professional development units in three categories: Integrated personal financial planning (IPFP) Training activities in one or more of the financial planning areas (SFPA) Training activities in subjects pertaining to compliance with standards, ethics and business conduct (SC), and training activities in subjects pertaining to compliance with standards, ethics and business conduct related directly to financial planning (SC-FP)
Regulation of Financial Planners
In Quebec, under the article 57 of the "Loi sur la distribution des produits et services financiers" (Act respecting the distribution of financial products and services), only a person holding a diploma in financial planning issued by the Institut québécois de planification financière may obtain, from the Autorité des marchés financiers (Quebec) (AMF), a certificate authorizing the person to use the title of financial planner.
The Chambre de la sécurité financière (CSF) is responsible for financial planners' ethical obligations since 1998. Financial planners that are members of the Ordre des comptables professionnels agréés du Québec and the Ordre des Administrateurs Agréés du Québec fall under their professional order's regulation, according to an agreement with the AMF.
Mission
The mission of the IQPF is to protect the personal finances of the public by training financial planners and establishing standards of professional practice.
Professional practice model
The professional practice model for financial planners developed under the IQPF is based on an integrated personal financial planning approach. This approach brings together skills from seven areas of intervention: estates, finance, insurance and risk management, investment, legal aspects, retirement and taxation. The training activities and reference materials help participants develop their expertise, as well as provide their clients with advice and recommendations.
Awards and Distinctions
Honorary members
Since 2007, the IQPF has awarded honorary membership annually to financial planners who have distinguished themselves in a variety of ways, including providing exceptional services to the IQPF, the financial planning profession or the community. These recipients are:
2007 - Jean-Guy Grenier
2007 - Guy Jasmin
2008 - Henri Gagnon
2009 - Daniel Laverdière
2010 - Robert McLaughlin
2011 - Thérèse Quirion
2012 - Gilles Garon
2013 - Natalie Hotte
2014 - Fabien Champagne
2015 - Michel Lavoie
2016 - Pierre Larose
2017 - Sylvain Chartier
2018 - Denis Preston
2020 - Nancy Paquet
2020 - Dany Provost
In addition, the presidents of the IQPF are appointed honorary members.
Instructors of the Year
Since 2008, the IQPF has awarded the title of "Instructor of the Year in Professional Development" (PD) and "Instructor of the Year in Professional Training" (PT) annually to recognize the excellence of the instructors' work. Recipients of these awards:
2008 - Martine Berthelet (PD) and Pierre Larose (PT)
2009 - Annie Boivin (PD) and Martine Berthelet (PT)
2010 - Robert McLaughlin (PD) and Marthine Berthelet (PT)
2011 - Daniel T. Jolin (PD) and Jean Turcotte (PT)
2012 - Caroline Marion (PD) and Martine Berthelet (PT)
2013 - Denis Preston (PD) and Martine Berthelet (PT)
2014 - Caroline Marion and Denis Preston (PD) and Nancy D'Amours (PT)
2015 - Caroline Marion and Denis Preston (PD) and Nancy D'Amours (PT)
2016 - Martin Dupras and Caroline Marion (PD) and Jean Turcotte (PT)
2017 - Sylvain Houde (PD) and Martin Dupras (PT)
2018 - Denis Preston (PD) and Nancy D'Amours (PT)
2019 - Caroline Marion (PD) and Felice Torre (PT)
Prix de journalisme en littératie financière
Since 2012, the IQPF awards a "Prix de journalisme en littératie financière" to a journalist in Québec who contributes, by their actions, their implication and their outreach, to the financial education of Quebecers and by so doing, to the influence of financial planning. The winners: