La Cible

Août 2015

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 Closer to home, in June, the Québec ministry of Finance published its Report on the Application of the Act respecting the distribution of financial products and services. Interested parties have until September to submit their comments. We intend to submit our position on the issues raised in the report. Let's talk techno In 2015, adapting to new technologies is a given. We're not quite driving Back-to-the-Future-style flying cars, but still! People can make payments with their mobile devices and print three-dimensional objects – and that's not the half of it. The IQPF won't be doing any 3D printing, but we are nevertheless embracing the era. Right now we are looking into the possibility of creating a mobile app to help financial planners. Stay tuned! New format for the congress While we're on the topic of technology, I want to talk about the congress, because this year, for the first time, we held a limited-space congress, with just 200 participants, but made the training session available by webcast. Nearly 80 financial planners live-streamed the training activity. Using the congress app, the participants could communicate with each other, whether they were on site or taking part at a distance, and send their questions to the instructors! Judging by the participants' comments, it was a roaring success. That said, the next edition of our congress will take place on June 9 and 10, 2016, at the Manoir Richelieu in La Malbaie. Don't miss it! Acknowledgements Finally, I want to announce the arrival of three new members on the Board: Louise Champoux-Paillé, as representative of the public, Nathalie Chouinard and Daniel Lanteigne. I also want to take a moment to salute the work of my predecessor, Yves L. Giroux, the other members of the Board (which, by the way, is once again 50/50 men and women) and the IQPF staff, who give me such unwavering support and who keep all our projects moving forward! Special thanks to Francine Beaulieu, who was the representative of the public for seven years, and Annie Boivin, who sat on the Board for four years. Enjoy your magazine! Nathalie Bachand, A.S.A., F.Pl. Chair of the Board of Directors of the IQPF

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