{"id":7429,"date":"2022-10-19T13:56:31","date_gmt":"2022-10-19T17:56:31","guid":{"rendered":"https:\/\/www.fsa.ulaval.ca\/?post_type=titresprofessionnels&p=7429"},"modified":"2024-11-19T10:36:25","modified_gmt":"2024-11-19T15:36:25","slug":"pl-fin","status":"publish","type":"titresprofessionnels","link":"https:\/\/www.fsa.ulaval.ca\/en\/academics\/professional-designation\/pl-fin\/","title":{"rendered":"Financial Planner"},"content":{"rendered":"\n
\"\"<\/figure>\n\n\n\n

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\u00a0Institute of Financial Planning<\/a>[LP1]<\/a>\u00a0. This designation qualifies you to serve as a personal finance professional, a generalist who can analyze the stimulating and complex aspects of a client\u2019s financial situation, draft a personalized action plan and refer to the appropriate specialists where needed.<\/a><\/p>\n\n\n\n

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

For more details, refer to the\u00a0How to become a financial planner<\/a>[LP1]<\/a>\u00a0\u00a0section of the Institute\u2019s website or contact\u00a0Gabriel Power<\/a>\u00a0or\u00a0Kevin Lee<\/a>. If your questions are about course choices, please contact a study advisor.<\/a><\/p>\n\n\n\n

To find out which courses you have to take to prepare for this professional designation<\/p>\n\n\n\n

Refer to the French version of this page<\/p>\n","protected":false},"featured_media":32843,"template":"","categories-titres-professionnels":[133],"class_list":["post-7429","titresprofessionnels","type-titresprofessionnels","status-publish","has-post-thumbnail","hentry","categories-titres-professionnels-financial-planning"],"acf":[],"yoast_head":"Pl. Fin, Financial Planner - FSA - Universit\u00e9 Laval<\/title>\r\n<meta name=\"description\" content=\"Learn more about the Pl. 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