Institut québécois de planification financière

• 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 in 2004, recognizes the IQPF as the only organization authorized to grant the financial planning diploma. 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 together 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 "Financial Planning in Canada: Definitions, Standards and Competencies" by the IQPF and the FPSC.
• 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-).

• Financial Planning Standard Council (FPSC)
• Autorité des marchés financiers (Québec) (AMF)
• Chambre de la sécurité financière (Québec) (CSF)
• Ordre des Administrateurs Agréés du Québec (domain of patrimonial management)
• Personal finance
• Financial planning (business)
• Financial plan