La Cible

Octobre 2017

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 | Octobre 2017 C H A I R ' S M E S S A G E For nearly ten years now, fall hasn't been a time for apple-picking at the IQPF, but a time for promotion and raising awareness, because November brings us Financial Planning Week! For the 2017 edition of Financial Planning Week, which takes place November 19 to 25, we have arranged for two ads on the theme of emotions and money. Money is a very emotional topic, of course! It is a source of independence, enjoyment and security, but it can also cause stress, shame, fear, guilt, anger… In short, it affects almost everyone, and that is what we are counting on! Once again, our promotional campaign will include a contest, and we are currently working on interactive educational modules in collaboration with an F.Pl. and a psychologist. We'll keep you posted! Professional Development for Board Members Like every year, the first meeting of the Board of Directors at the end of September was an opportunity to further the members' knowledge about governance. Instructor Daniel Lapointe, a well- known governance expert, offered a workshop on the roles, duties and responsibilities of directors. Among other things, he explained how every person's contributions enhance the overall value-added of the Board and described how to self-evaluate individual contributions. End of the Professional Development Cycle While we're on the topic of professional development, I want to remind you that the professional development cycle ends on November 30. By then, you must have earned all your professional development units (PDUs). Human nature being what it is, very few are up-to-date as I write these lines: only 25%. For the procrastinators among us, the IQPF will hold several two-day workshops in October and November, each worth 15 PDUs in IPFP. You can also take courses online: there are a dozen courses on offer right now in SC-FP and IPFP, in English PROMOTE, TRAIN AND EQUIP

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