[1] The Chambre de la sécurité financière (CSF) is responsible for financial planners' ethical obligations since 1998.
Financial planners that are members of the Ordre des Administrateurs Agréés du Québec fall under their professional order's regulation, according to an agreement with the AMF.
Since 2023, these individuals must hold the Institute's Financial Planning Diploma and have held the title of F.Pl.
Here are the recipients: 2023 - Carl Thibeault Trainers of the Year Since 2009, the Institute has awarded the title of "Trainer of the Year" annually to recognize and encourage excellence in the Institute's instructors.
2022 - Nancy D'Amours Recruit of the Year The Recruit of the Year award is given since 2023 by the Institute's Board of Directors to recognize financial planners who have made an exceptional start to their careers and who have distinguished themselves in various ways, including outstanding service to the Institute, the financial planning profession or the community.
Here are the recipients: 2023 - Étienne Bélanger and Jean-François Girard Honorary members From 2007 to 2020, the Institute has awarded honorary membership annually to financial planners who had distinguished themselves in a variety of ways, including providing exceptional services to the Institute, the financial planning profession or the community.
2020 - Dany Provost In addition, the presidents of the Institute's Board of Directors were appointed honorary members until 2020.
Prix de journalisme en littératie financière From 2012 to 2018, the Institute awarded a "Prix de journalisme en littératie financière" to a journalist in Québec who contributed, by their actions, their implication and their outreach, to the financial education of Quebecers and by so doing, to the influence of financial planning.
2018 - Daniel Germain "The Minister shall, before granting his accreditation to a Québec institute of financial planners, obtain the advice of the Inspector General.
The accredited institute shall, by a by-law subject to the approval of the Government, determine the conditions governing the issuance of financial planner's diplomas, including those relating to equivalence, and the terms and conditions of payment of the contributions to be paid by the persons who use the title of financial planner.
"[2]List of Institute Presidents: Charles Pelletier (1989-1992), Jocelyne Gagnon (1992-1993), Jean-Claude Lefebvre (1993-1994), Robert Lafond (1994-1995), Michel Mailloux (1995-1996 et 2000–2002), Paul Turcot (1996-1997), Anne-Marie Girard-Plouffe (1997-1998), Réjean Ross (1998-1999), Denis Boucher (1999-2000), Richard Pilotte (2002-2004), Jean Girard (2004-2005), André Buteau (2005-2006), Gilles Sinclair (2006-2008), Robin W. De Celles (2008-2010), Martin Dupras (2010-2012), Yves L. Giroux (2012-2014), Nathalie Bachand (2014-2016), Sylvain B. Tremblay (2016-2018), Julie Raîche (2018-2020), Daniel Lanteigne (2020-2022), Bernard Fortin (2022-).