La Cible

Août 2016

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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6 lacible | Août 2016 C H A I R ' S M E S S A G E I am honoured to have been elected president of the IQPF Board of Directors on June 10. First, I want to thank my predecessor, Nathalie Bachand, for her two years in office. Her dedication to the advancement of our profession is an example for us all. It's going to be a challenge to follow in her footsteps, especially in those heels! All joking aside, I am proud to be part of a Board made up primarily of women. It is a first in the history of the IQPF and it puts us way out in front in the financial world! Nathalie Bachand will still serve on the Board as Past President, but there are others who are leaving us this year: Yves L. Giroux, Sylvie Lauzon, Yves J. Leroux and Marie-Chantal Viau. I want to thank them all for their work and involvement! Their departure makes way for new blood, and this year we have three new directors: Mélissa Casabon Matteau, Onesta Di Paola and Catherine G Patenaude. Welcome aboard! Three-year strategic plan In 2010, we developed a three-year strategic plan that identified our key issues and objectives. It guided our actions and kept us on track. In fall 2015, we adopted the 2016-2019 strategic plan, so this is the first year of the exercise. We have set ambitious goals that will require a considerable group effort. The professional order issue is still our number-one priority, and we are closely watching the changes that will be made to the Act Respecting the Distribution of Financial Products and Services this fall. We will also continue to promote the concept of behavioural finance, and to this end, we have put together a definition: Behavioural finance encompasses the personal reference points and human reactions that motivate a client's financial goals and the decisions stemming from them. The principles of behavioural finance will be increasingly evident in IQPF training activities. All new courses will be developed in collaboration with a psychologist who will add a more human touch PUTTING ON HIGH HEELS!

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