The Institut québécois de planification financière (IQPF) is the only organization in Quebec authorized to grant financial planning diplomas and to establish rules concerning the ongoing professional development of professional financial planners.
Only professionals recognized by the Institut québécois de planification financière are authorized to use the title of Financial Planner (F.Pl.). The IQPF is also the only organization entirely dedicated to and reserved for financial planners. The AMF is one of the important Quebec financial planner tools.
Bank of Canada
The Bank is not a government department and conducts its activities with considerable independence compared with most other federal institutions. Ultimately, the Bank is owned by the people of Canada.
The Bank of Canada is the nation's central bank. It is not a commercial bank and does not offer banking services to the public. Rather, it has responsibilities for Canada's monetary policy, bank notes, financial system and funds management. It's principal role, as defined in the Bank of Canada Act, is "to promote the economic and financial welfare of Canada."
Canada Pension Plan
Your contributions to the Canada Pension Plan provide you with a stable and dependable pension you can build on for retirement. Your contributions also provide you and your dependents with basic financial protection if you become disabled or die.
Changes to the Canada Pension Plan. Every three years, federal, provincial and territorial Finance ministers review the CPP to determine if benefits and/or contribution rates should be changed. Following their review of the CPP in May 2009, the ministers unanimously recommended changes to the CPP to enhance flexibility and to support both older and younger workers in a fair and affordable way.
Canadian Bankers Association
The Canadian Bankers Association (CBA) works on behalf of 51 domestic banks, foreign bank subsidiaries and foreign bank branches operating in Canada and their 260,000 employees.
The CBA advocates for effective public policies that contribute to a sound, successful banking system that benefits Canadians and Canada’s economy. The Association also promotes financial literacy to help Canadians make informed financial decisions.
Canadian Securities Institute
CSI sets the standard for financial services education in Canada as the most experienced and trusted educator endorsed by regulatory authorities across Canada. CSI offers one of the most comprehensive suites of courses and programs available to financial services professionals in Canada and around the world.
CSI has earned its reputation through relevant, real-world training courses and assessments, innovative educational offerings and expertise ranging from securities to mutual funds, from banking and trust to insurance, from portfolio management to financial planning and wealth management. The CSI is one of the important Canadian financial planner tools.
Chambre de la sécurité financière
The mission of the Chambre de la sécurité financière is to protect consumers by maintaining discipline and overseeing the training and ethics of nearly 32,000 members who work in five sectors and registration category, that is, group savings plan brokerage, financial planning* insurance of persons, group insurance of persons and scholarship plan brokerage.
The Chamber carries out its mission by stringently monitoring the practices and continuously upgrading the knowledge of these professionals. The Chamber draws on four fundamental values to promote its members’ contribution to society: leadership, integrity, professionalism and transparency. The Chambre is one of the important Quebec financial planner tools.
Financial Planning Standards Council
Financial Planning Standards Council (FPSC) is a not-for-profit organization dedicated to ensuring Canadians' financial planning needs are well served by developing, promoting and enforcing professional standards for financial planning, through CFP® certification, and raising awareness of the importance of financial planning to Canadians. The FPSC is also one of the important Canadian financial planner tools.
FPSC licenses the CERTIFIED FINANCIAL PLANNER marks in Canada. With over 17,500 licensed CFP professionals to date, FPSC is the foremost authority for the financial planning profession in Canada, in concert with the IQPF in Quebec, continually developing, delivering and enforcing the highest competence and ethical standards. There are more than 126,000 individuals who have earned CFP certification in 23 countries around the world.
Institut québécois de planification financière
The Institut québécois de planification financière (IQPF) is the only organization in Quebec authorized to grant financial planning diplomas and to establish rules concerning the ongoing professional development of professional financial planners.
Only professionals recognized by the Institut québécois de planification financière are authorized to use the title of Financial Planner (F.Pl.). The IQPF is also the only organization entirely dedicated to and reserved for financial planners. The IQPF is also one of the important Quebec financial planner tools.
Régie des rentes du Québec
The Régie contributes to your financial security and that of your family by advising you on retirement planning.
In particular, the Régie promotes financial planning for retirement and makes you aware of the need to provide yourself with sufficient income for that stage of life, closely monitors supplemental pension plans, pays you a retirement pension, provides you with compensation in the event of disability or death, provides you with financial aid when you have a dependent child (child assistance payments and supplement for a handicapped child).
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