La Cible

Aout 2020

La Cible, magazine officiel de l’IQPF, est destinée aux planificateurs financiers et leur permet d’obtenir des unités de formation continue (UFC). Chaque numéro aborde une étude de cas touchant les différents domaines de la planification financière.

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7 Daniel Lanteigne, F.Pl., B.B.A. Chair of the Board of Directors of the IQPF First Annual General Assembly by Webcast Let's get back to the annual general assembly. As you know, it was a first for the IQPF. Nearly 250 people registered for the event. Based on a post-assembly survey of the participants, our webcast AGA was well-liked, with an average score of 5.73 out of 7 (where 1 meant did not like it at all and 7 meant really liked it). Slightly over half of the respondents (54.1%) would like future AGAs to be held in person and by webcast, while a third (36.5%) would prefer webcast only. Just 9.5% of respondents said that the next assembly should be in person only. In light of these results, we will evaluate the changes to be made in 2021, because we are convinced that the web format should continue or at least be combined with the in-person event. Remote Congress: Join Us! Preparations for the congress are a massive task, and a host of decisions are made months in advance. While the global coronavirus pandemic was starting to sow doubts and uncertainties, the organizing team turned on a dime, as the saying goes. It worked hard to deliver another first: an entirely online congress. It redesigned the event to make it into something extraordinary, albeit virtual. Of course, the training activity had already been almost entirely written by the time the pandemic struck. The course you are going to take in September will be quite similar to the original plan, but the instructors have adjusted it to reflect the current crisis. I strongly encourage you to join us. Thanks to technology, all financial planners in Québec will be able to take part interactively, from wherever they are. The team has thought up solutions to allow the participants to network and have fun, including health breaks hosted by physical educator, speaker and columnist Josée Lavigueur, a networking dinner where you can join a group of your peers by videoconference and a presentation by Stéphane Modat, the Château Frontenac chef. La Cible in Compliance Mode The next issue of La Cible, which will be released in early October, will focus on compliance. Exceptionally, there will not be a case study. The issue's quiz will have 50 questions, and completing it will allow you to earn 5 PDUs in compliance related to standards, ethics and professional practice (SC). Remember that La Cible and registration for the PDU quizzes is free for IQPF affiliates! Enjoy the magazine, and have a great summer!

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