Application form – Academic equivalency

APPLICATION FORM ACADEMIC EQUIVALENCY

Personal information (in block letters)

Mrs. Mr.

Title

Last name

First name

Employer

Position

Work address

City

Postal code

Phone

Fax

Email at work

Home address

City

Postal code

Phone

Cell phone

Language for correspondence: English French

Correspondence address: Home Work

Personal email

Service

File opening and examination (non-refundable, repayable after 2 years of inactivity)

Price $250

GST $12.50

QST $24.94

Total $287.44

Two ways to submit this form

1. Open this form using Adobe Acrobat Reader, fill it out then click SeSnendd. 2. Save the form on your computer, fill it out, click Save and then email it to info@.

For your file to be complete, you must send us all the required official documents (see page 2) by mail, but you may begin by submitting non official documents by email, with this form.

Once we have processed it, we will send you an email with your invoice and payment instructions.

The current file examination time is weeks from the time of payment.

Please complete page 2

Choose a category

CATEGORY I

Graduate diploma, concentration in financial planning Certified Financial Planner (CFP) title and undergraduate or graduate university diploma in administration, economics, law or actuarial science or 3 certificates in these disciplines

CATEGORY II

Lawyer Notary CPA

CATEGORY III

Undergraduate or graduate university diploma in administration, economics, law or actuarial science or 3 certificates in these disciplines C.Adm.

+ 2 years of experience in the last 5 years in at least one of the 7 personal financial planning areas

CATEGORY III B

Undergraduate or graduate university diploma in personal financial planning + 2 years of experience in the last 5 years in at least one of the 7 personal financial planning areas

CATEGORY IV

Canadian Securities Institute Chartered Life Underwriter Chartered Investment Manger (CIM) Financial Risk Manager Certified Financial Planner Chartered Financial Analyst Conseiller en investissements financiers (CIF in France) Associate of the Society of Actuaries Fellow of the Society of Actuaries

+ 2 certificates in administration, economics, law or actuarial science (each involving at least 450 hours of university-level courses) + 2 years of experience in the last 5 years in at least one of the 7 personal financial planning areas

CATEGORY V

Undergraduate or graduate university diploma or 3 certificates each involving at least 450 hours of university-level courses + 2 years of experience in the last 5 years in at least one of the 7 personal financial planning areas

Certificate of completion for the Universit? Laval Parcours intensif en gestion dans le contexte des entreprises de planification financi?re OR Certificate of completion for the T?LUQ Programme Ascension + 3 years of experience in the last 5 years in at least one of the 7 personal financial planning areas

Documents to append

For all categories: Duly completed application form Copy of university diplomas or final transcripts signed by a commissioner of oaths with their number or by a lawyer or notary

(photocopies not accepted)

Plus : CATEGORY I (ON THE BASIS OF CFP TITLE)

Proof of CFP title for current year

CATEGORY II

Proof of payment of dues to professional order for current year

CATEGORY III

Proof of payment of dues to the Ordre des administrateurs agr??s for the current year (if applicable) Curriculum vitae Two letters from superiors attesting to applicant's experience*

CATEGORY IV

Proof of attainment of title Curriculum vitae Two letters from superiors attesting to the applicant's experience*

CATEGORY V

Curriculum vitae Two letters from superiors attesting to the applicant's experience*

CATEGORY III B

Curriculum vitae Two letters from superiors attesting to the applicant's experience*

*The two letters must (photocopies not accepted) : ? State that the applicant has 2 or 3 years of experience (as applicable) in at least one of the 7 personal financial planning areas in

the last 5 years ? Provide the title(s) and dates of the position(s) held ? Describe the tasks carried out for the related duties ? Be signed in ink by the superior ? Be on the company letterhead and provide the signer's contact information.

2/2

 ................
................

In order to avoid copyright disputes, this page is only a partial summary.

Google Online Preview   Download