Financial Planner

The Financial Planner designation (F.Pl.) is the most prestigious designation in the field of financial planning and wealth management. To get this designation, you must have the Financial Planning Diploma awarded by the Institute of Financial Planning[LP1] . This designation qualifies you to serve as a personal finance professional, a generalist who can analyze the stimulating and complex aspects of a client’s financial situation, draft a personalized action plan and refer to the appropriate specialists where needed.

We hold a partnership agreement with the Institute that encourages our students to receive this designation as soon as they complete their university studies.

For more details, refer to the How to become a financial planner[LP1]  section of the Institute’s website or contact Gabriel Power or Kevin Lee. If your questions are about course choices, please contact a study advisor.

To find out which courses you have to take to prepare for this professional designation

Refer to the French version of this page