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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7 to the content. We will also incorporate behavioural finance into the Collection de l'IQPF, so that all new graduates will start out with the reflex to include these concepts in their approach, discourse and recommendations. 2016 Congress The people who took part in the 2016 Congress in La Malbaie had the opportunity to learn about behavioural finance because psychologist Josée Blondin joined Fabien Champagne and Nancy D'Amours on the team of instructors. She talked about the psychological problems that can be encountered in blended families. You may be interested to hear that when we surveyed the participants after the event and asked them about the topics they would like to learn about at the next congress, one-third mentioned behavioural finance and said they really enjoyed how it was included in this year's discussion. On the technology front We also took the opportunity at the Congress to introduce the new Solution IQPF, which has a new interface, new functionalities and an improved search tool! It's the super-tool for financial planners, for doing rapid calculations or finding references during client meetings. We are constantly expanding the Solution, and more new calculators will be added this summer. The Solution is also available as an app from the Apple Store for iPhone and iPad and from Google Play for Android devices (look for "Solution IQPF"). These mobile versions are automatically updated, and they let you save notes. So, we have a lot on our plates this year, but they're all exciting projects. Read on! Sylvain B. Tremblay, C.Adm., F.Pl. Chair of the Board of Directors of the IQPF

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