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Institut québécois de planification financière

November 01, 2023

The Institut 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.

Institut québécois de planification financière
Formation1989-10-05
Legal statusNon-profit organization
PurposeTo protect the personal finances of the public by training financial planners and establishing standards of professional practice.
Headquarters3 Place du Commerce, suite 501 Île-des-Sœurs, Verdun (Québec) H3E 1H7
Membership
5000
Daniel Lanteigne, F.Pl., B.B.A., Chair of the Board
Key people
Chantal Lamoureux, LL.B., CPHR, President & CEO, Secretary
AffiliationsAutorité des marchés financiers (Quebec) (AMF) and Financial Planning Standard Council (FPSC)
Websitehttps://www.iqpf.org/en/index.en.html

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 edit

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.[1]

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 edit

The mission of the IQPF is to protect the personal finances of the public by training financial planners and establishing standards of professional practice.[2]

Professional practice model edit

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 edit

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:

2012 – Stéphanie Grammond
2013 – Gérald Fillion
2014 – René Vézina
2015 – Marc Tison
2016 – Pierre-Yves McSween
2017 – François Gagnon
2018 - Daniel Germain

History of the Institute edit

  • 1989 - The passing of the Act respecting market intermediaries, providing for the creation of a "Institut québécois de planification financière". The IQPF was created in 1989 under the 3rd part of the Quebec Companies Act, following the coming into force of the Act respecting market intermediaries (RSQ c. I-15.1), passed on June 21, 1989, by the National Assembly of Quebec:

"The Minister shall, before granting his accreditation to a Québec institute of financial planners, obtain the advice of the Inspector General.

The accredited institute shall, by a by-law subject to the approval of the Government, determine the conditions governing the issuance of financial planner's diplomas, including those relating to equivalence, and the terms and conditions of payment of the contributions to be paid by the persons who use the title of financial planner[3]."

  • 1992 - The IQPF holds its first official graduation ceremony.[4]
  • 1996 - The first "Certificate in personal financial planning" program begins in the autumn of 1996 at the University of Laval[5] with 850 registrations.[6] Today, a dozen or so institutions offer a program in personal financial planning approved by the IQPF.[7]
  • 1996 - Publication of the first edition of "La Collection de l'IQPF", the reference work for financial planners.
  • 1997 - The IQPF develops the Competency profile of financial planners, which aims to define the financial planner's role, as well as the professional skills essential to the practice of financial planning.
  • 1998- The passing of the Act respecting the distribution of financial products and services (bill 188), which recognizes the IQPF as the exclusive authority in granting the financial planner diploma and establishing the rules concerning the ongoing professional development of professional financial planners. Bill 188 comes into force in 1999.
  • 1998- IQPF partners up with five other organizations to hold the first Financial Planning Week. This annual event turned into the Mois de la planification financière de la retraite, organized by Question Retraite.
  • 1999 - Professional development becomes mandatory for financial planners.
  • 1999 - The IQPF amends its regulation on the basic education of financial planners to make the bachelor's degree (or equivalent training) the standard for obtaining the financial planner diploma. This minimum standard came into force in 2002 for new registrants and in 2005 for those who were already enrolled in the training program leading to the title.
  • 2001 - Approval by decree of the new regulation on the compulsory professional development of financial planners, which is administered by the IQPF.
  • December 2002 - The Act respecting the "Agence nationale d'encadrement du secteur financier", which became the Act respecting the "Autorité des marchés financiers" (AMF) in 2004, recognizes the IQPF as the only organization authorized to grant the financial planning diploma in Quebec. The IQPF determines the diploma requirements as well as those for academic equivalency. The AMF must consult with the IQPF on all matters relating to financial planning. The IQPF reports to the AMF when it comes to financial planners' compliance with professional development requirements.
  • 2004 - First edition of the "Professional Standards in Financial Planning" including Ethical Standards.
  • 2004 - The IQPF files a formal application with the Office des professions du Québec (OPQ) requesting the creation of a professional order of financial planners.[8]
  • 2005 - The bachelor's degree is required to obtain the IQPF diploma.
  • 2007 - Entry into force of the new Regulation respecting the compulsory professional development of financial planners, which is administered by the IQPF.
  • 2007 - The OPQ launches a public consultation on the IQPF's request to establish a professional order of financial planners. 238 individuals and 27 ministries, organizations, professional associations and financial institutions responded to this consultation. Individual respondents are overwhelmingly in favor of the creation of a new order.
  • 2008 - After a long study by the Advisory Committee, the Office des professions du Québec does not recommend the establishment of a professional order of financial planners, arguing that the current regulation framework is sufficient.[9] Despite this outcome, the IQPF continues to this day to call for the creation of a professional order of financial planners.[10]
  • 2008 - Launch of the Solution IQPF, online tool which includes "La Collection de l'IQPF", "Professional Standards", the "La Cible" magazine and hyperlinks to legal documents. 2008 - Launch of the "Projection Assumption Guidelines".
  • 2010 - The IQPF grants the "Affiliated to the IQPF" status to all accredited financial planners in Québec.
  • June 2010 - The IQPF becomes the 7th member organization of the Financial Planning Standards Council (FPSC).[11]
  • May 2011- The IQPF and four other organizations join to form the "Coalition for Professional Standards for Financial Planners",[12] now called the "Financial Planning Coalition". The mandate of the Coalition is to lay the foundations for the profession of financial planner in Canada and to promote the formal recognition of financial planning as a distinct profession. The Coalition currently consists of four organizations: the Canadian Institute of Financial Planners (CIFPs), the Financial Planning Standards Council (FPSC), the Institute of Advanced Financial Planners (IAFP) and the "Institut québécois de planification financière" (IQPF).
  • 2011 - The IQPF and the FPSC agree on a common set of principles within their respective Codes of Ethics.
  • December 1, 2011 - Entry into force of the AMF's new regulation respecting the compulsory professional development of financial planners, which is administered by the IQPF.
  • 2012 - Reciprocal agreement with the Association française des Conseils en gestion de patrimoine certifiés (CGPC).
  • 2015 - Publication of the guide entitled "Financial Planning in Canada: Definitions, Standards and Competencies" by the IQPF and the FPSC.[13]
  • 2015 - The FPSC joins the IQPF in publishing the "Projection Assumption Guidelines", which become Canada-wide guidelines.

List of IQPF Presidents: Charles Pelletier (1989-1992), Jocelyne Gagnon (1992-1993), Jean-Claude Lefebvre (1993-1994), Robert Lafond (1994-1995), Michel Mailloux (1995-1996 et 2000–2002), Paul Turcot (1996-1997), Anne-Marie Girard-Plouffe (1997-1998), Réjean Ross (1998-1999), Denis Boucher (1999-2000), Richard Pilotte (2002-2004), Jean Girard (2004-2005), André Buteau (2005-2006), Gilles Sinclair (2006-2008), Robin W. De Celles (2008-2010), Martin Dupras (2010-2012), Yves L. Giroux (2012-2014), Nathalie Bachand (2014-2016), Sylvain B. Tremblay (2016-2018), Julie Raîche (2018-2020), Daniel Lanteigne (2020-).

Notes and references edit

  1. ^ Act respecting the distribution of financial products and services, article 57
  2. ^ . Archived from the original on 2016-10-05. Retrieved 2017-05-06.
  3. ^ Article 30, Loi sur les intermédiaires de marché
  4. ^ IQPF Annual report 2008-2009, page 34
  5. ^ - Journal "Au fil des evenements", Université Laval, 1996-04-01
  6. ^ Le Journal de l'Université Laval, January 30, 1997
  7. ^ Site de l'IQPF, accessed on October 3rd 2016
  8. ^ Pierre Picard, article "IQPF: un nouvel ordre professionnel...", published in newspaper "Finance et Investissement", October 2004.
  9. ^ Office des professions du Québec - Report about the request to create a new order for Financial Planners - June 2008
  10. ^ Commentary on the Report on the Application of the "Loi sur la distribution des produits et services financiers" (Act respecting the Distribution of Financial Products and Services).
  11. ^ (PDF). Archived from the original (PDF) on 2016-06-04. Retrieved 2017-05-06.
  12. ^ {Fr} Article: "Cinq organisations s’unissent pour établir un ensemble commun de normes afin de mieux protéger les Canadiens", May 31st 2011.[permanent dead link]
  13. ^ Guide "Canadian Fianncial Planning - Definitions, standards and competencies", 2015, edited by IQPF and FPSC, 40 pages, ISBN 978-2-922174-30-4.

See also edit

November 01, 2023
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The Institut quebecois de planification financiere IQPF is a not for profit organization that awards the Financial Planner F Pl diploma in Quebec Canada and administers the Autorite des marches financiers AMF s regulation relating to the professional continuous training of its graduates Institut quebecois de planification financiereFormation1989 10 05Legal statusNon profit organizationPurposeTo protect the personal finances of the public by training financial planners and establishing standards of professional practice Headquarters3 Place du Commerce suite 501 Ile des Sœurs Verdun Quebec H3E 1H7Membership5000Board of directorsDaniel Lanteigne F Pl B B A Chair of the BoardKey peopleChantal Lamoureux LL B CPHR President amp CEO SecretaryAffiliationsAutorite des marches financiers Quebec AMF and Financial Planning Standard Council FPSC Websitehttps www iqpf org en index en htmlIn 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 Contents 1 Regulation of Financial Planners 2 Mission 3 Professional practice model 4 Awards and Distinctions 5 History of the Institute 6 Notes and references 7 See alsoRegulation of Financial Planners editIn 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 quebecois de planification financiere may obtain from the Autorite des marches financiers Quebec AMF a certificate authorizing the person to use the title of financial planner 1 The Chambre de la securite financiere CSF is responsible for financial planners ethical obligations since 1998 Financial planners that are members of the Ordre des comptables professionnels agrees du Quebec and the Ordre des Administrateurs Agrees du Quebec fall under their professional order s regulation according to an agreement with the AMF Mission editThe mission of the IQPF is to protect the personal finances of the public by training financial planners and establishing standards of professional practice 2 Professional practice model editThe 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 editHonorary membersSince 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 Laverdiere 2010 Robert McLaughlin 2011 Therese 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 ProvostIn addition the presidents of the IQPF are appointed honorary members Instructors of the YearSince 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 litteratie financiereSince 2012 the IQPF awards a Prix de journalisme en litteratie financiere to a journalist in Quebec 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 2012 Stephanie Grammond 2013 Gerald Fillion 2014 Rene Vezina 2015 Marc Tison 2016 Pierre Yves McSween 2017 Francois Gagnon 2018 Daniel GermainHistory of the Institute edit1989 The passing of the Act respecting market intermediaries providing for the creation of a Institut quebecois de planification financiere The IQPF was created in 1989 under the 3rd part of the Quebec Companies Act following the coming into force of the Act respecting market intermediaries RSQ c I 15 1 passed on June 21 1989 by the National Assembly of Quebec The Minister shall before granting his accreditation to a Quebec institute of financial planners obtain the advice of the Inspector General The accredited institute shall by a by law subject to the approval of the Government determine the conditions governing the issuance of financial planner s diplomas including those relating to equivalence and the terms and conditions of payment of the contributions to be paid by the persons who use the title of financial planner 3 1992 The IQPF holds its first official graduation ceremony 4 1996 The first Certificate in personal financial planning program begins in the autumn of 1996 at the University of Laval 5 with 850 registrations 6 Today a dozen or so institutions offer a program in personal financial planning approved by the IQPF 7 1996 Publication of the first edition of La Collection de l IQPF the reference work for financial planners 1997 The IQPF develops the Competency profile of financial planners which aims to define the financial planner s role as well as the professional skills essential to the practice of financial planning 1998 The passing of the Act respecting the distribution of financial products and services bill 188 which recognizes the IQPF as the exclusive authority in granting the financial planner diploma and establishing the rules concerning the ongoing professional development of professional financial planners Bill 188 comes into force in 1999 1998 IQPF partners up with five other organizations to hold the first Financial Planning Week This annual event turned into the Mois de la planification financiere de la retraite organized by Question Retraite 1999 Professional development becomes mandatory for financial planners 1999 The IQPF amends its regulation on the basic education of financial planners to make the bachelor s degree or equivalent training the standard for obtaining the financial planner diploma This minimum standard came into force in 2002 for new registrants and in 2005 for those who were already enrolled in the training program leading to the title 2001 Approval by decree of the new regulation on the compulsory professional development of financial planners which is administered by the IQPF December 2002 The Act respecting the Agence nationale d encadrement du secteur financier which became the Act respecting the Autorite des marches financiers AMF in 2004 recognizes the IQPF as the only organization authorized to grant the financial planning diploma in Quebec The IQPF determines the diploma requirements as well as those for academic equivalency The AMF must consult with the IQPF on all matters relating to financial planning The IQPF reports to the AMF when it comes to financial planners compliance with professional development requirements 2004 First edition of the Professional Standards in Financial Planning including Ethical Standards 2004 The IQPF files a formal application with the Office des professions du Quebec OPQ requesting the creation of a professional order of financial planners 8 2005 The bachelor s degree is required to obtain the IQPF diploma 2007 Entry into force of the new Regulation respecting the compulsory professional development of financial planners which is administered by the IQPF 2007 The OPQ launches a public consultation on the IQPF s request to establish a professional order of financial planners 238 individuals and 27 ministries organizations professional associations and financial institutions responded to this consultation Individual respondents are overwhelmingly in favor of the creation of a new order 2008 After a long study by the Advisory Committee the Office des professions du Quebec does not recommend the establishment of a professional order of financial planners arguing that the current regulation framework is sufficient 9 Despite this outcome the IQPF continues to this day to call for the creation of a professional order of financial planners 10 2008 Launch of the Solution IQPF online tool which includes La Collection de l IQPF Professional Standards the La Cible magazine and hyperlinks to legal documents 2008 Launch of the Projection Assumption Guidelines 2010 The IQPF grants the Affiliated to the IQPF status to all accredited financial planners in Quebec June 2010 The IQPF becomes the 7th member organization of the Financial Planning Standards Council FPSC 11 May 2011 The IQPF and four other organizations join to form the Coalition for Professional Standards for Financial Planners 12 now called the Financial Planning Coalition The mandate of the Coalition is to lay the foundations for the profession of financial planner in Canada and to promote the formal recognition of financial planning as a distinct profession The Coalition currently consists of four organizations the Canadian Institute of Financial Planners CIFPs the Financial Planning Standards Council FPSC the Institute of Advanced Financial Planners IAFP and the Institut quebecois de planification financiere IQPF 2011 The IQPF and the FPSC agree on a common set of principles within their respective Codes of Ethics December 1 2011 Entry into force of the AMF s new regulation respecting the compulsory professional development of financial planners which is administered by the IQPF 2012 Reciprocal agreement with the Association francaise des Conseils en gestion de patrimoine certifies CGPC 2015 Publication of the guide entitled Financial Planning in Canada Definitions Standards and Competencies by the IQPF and the FPSC 13 2015 The FPSC joins the IQPF in publishing the Projection Assumption Guidelines which become Canada wide guidelines List of IQPF Presidents Charles Pelletier 1989 1992 Jocelyne Gagnon 1992 1993 Jean Claude Lefebvre 1993 1994 Robert Lafond 1994 1995 Michel Mailloux 1995 1996 et 2000 2002 Paul Turcot 1996 1997 Anne Marie Girard Plouffe 1997 1998 Rejean Ross 1998 1999 Denis Boucher 1999 2000 Richard Pilotte 2002 2004 Jean Girard 2004 2005 Andre Buteau 2005 2006 Gilles Sinclair 2006 2008 Robin W De Celles 2008 2010 Martin Dupras 2010 2012 Yves L Giroux 2012 2014 Nathalie Bachand 2014 2016 Sylvain B Tremblay 2016 2018 Julie Raiche 2018 2020 Daniel Lanteigne 2020 Notes and references edit Act respecting the distribution of financial products and services article 57 IQPF web site accessed on October 3rd 2016 Archived from the original on 2016 10 05 Retrieved 2017 05 06 Article 30 Loi sur les intermediaires de marche IQPF Annual report 2008 2009 page 34 Journal Au fil des evenements Universite Laval 1996 04 01 Le Journal de l Universite Laval January 30 1997 Site de l IQPF accessed on October 3rd 2016 Pierre Picard article IQPF un nouvel ordre professionnel published in newspaper Finance et Investissement October 2004 Office des professions du Quebec Report about the request to create a new order for Financial Planners June 2008 Commentary on the Report on the Application of the Loi sur la distribution des produits et services financiers Act respecting the Distribution of Financial Products and Services 2010 2011 Annual report of FPSC PDF Archived from the original PDF on 2016 06 04 Retrieved 2017 05 06 Fr Article Cinq organisations s unissent pour etablir un ensemble commun de normes afin de mieux proteger les Canadiens May 31st 2011 permanent dead link Guide Canadian Fianncial Planning Definitions standards and competencies 2015 edited by IQPF and FPSC 40 pages ISBN 978 2 922174 30 4 See also editFP Canada Autorite des marches financiers Quebec AMF Chambre de la securite financiere Quebec CSF Ordre des Administrateurs Agrees du Quebec domain of patrimonial management Personal finance Financial planning business Financial plan Retrieved from https en wikipedia org w index php title Institut quebecois de planification financiere amp oldid 1150875667, wikipedia, wiki, book, books, library,

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