La Cible

Mai 2018

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 Professional development Professional development is proof of professional commitment to the public and a sign of one's desire to offer high-quality professional financial planning services. I am pleased to remind you that in 2018, as affiliates of the IQPF, you will have free access to the questionnaires that allow you to earn professional development units (PDUs) through La Cible. You can earn 15 PDUs in one or more financial planning areas (SFPA). In addition, we have decided to include an article granting PDUs in subjects pertaining to compliance with standards, ethics and business conduct (SC) in one edition of La Cible per year, so you can accumulate all the SC PDUs you need in a professional development cycle. As for the integrated personal financial planning (IPFP) PDUs you need, why not take advantage of the IQPF congress? 2018 Congress I want to remind you that this year, our annual event will take place on Thursday and Friday, September 27 and 28, in La Malbaie. This is because the federal government is hosting foreign leaders at the G7 Summit at the Manoir Richelieu in June 2018, at almost the same time as our original date, and all the accommodations in the region will be monopolized (they need about 12,000 rooms). The security measures in place would also have caused major logistical challenges, so we decided to shift our event to the fall. You have already received an invitation to register. I hope you will join us! And if you've already reserved accommodations for June, don't forget to change or cancel your reservation. Annual assembly The annual general assembly will be held on June 19, at the Pointe- à-Callière museum in Montréal. Participants will be offered a private tour of the museum for the occasion. All affiliates will receive the notice of meeting by email. The IQPF Board for 2018-2019 will be announced at the assembly. Since this is my second term as chair of the Board, someone else will take up the torch for the next term. I am stepping down full of gratitude for this experience. I also want to thank our volunteers, our mentors, our instructors, our Board members, our CEO Jocelyne Houle-LeSarge and her team for all the work they have accomplished and for the support they offered me during my two terms as chair. I wish my successor an experience as enriching and rewarding as mine has been. Enjoy your magazine! Sylvain B. Tremblay, C.Adm., F.Pl. Chair of the Board of Directors of the IQPF

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