Training program to become a financial security advisor in Quebec
From the AMF course to your first customer, we're with you every step of the way.
The PQAP program in detail
M1 Ethics - M2 Life insurance - M3 Critical illness and disability - M4 Annuities and segregated funds
Recommended course - 7 to 8 weeks
| # | Step | Estimated duration | Week(s) |
|---|---|---|---|
| 1 | PQAP course registration | 1 day course | Week 1 |
| 2 | Module M1 Ethics | ~1 week | Week 1 |
| 3 | Module M2 Life insurance | ~1-1.5 weeks | Week 2 |
| 4 | Module M3 Critical illness and disability | ~1-1.5 weeks | Week 3 |
| 5 | Module M4 Annuities and segregated funds | ~1-1.5 weeks | Weeks 4-5 |
| 6 | Final review and mock exams | ~3-5 days | Week 5 |
| 7 | AMF exams (4 - one per module) | ~2 weeks | Weeks 6-7 |
| 8 | AMF permit application | ~1 week | Week 8 |
Accelerated course - 4 to 6 weeks
| # | Step | Estimated duration | Week(s) |
|---|---|---|---|
| 1 | PQAP course registration | 1 day course | Week 1 |
| 2 | Module M1 Ethics | ~4-5 days | Week 1 |
| 3 | Module M2 Life insurance | ~1 week | Week 2 |
| 4 | Module M3 Critical illness and disability | ~1 week | Week 3 |
| 5 | Module M4 Annuities and segregated funds | ~1 week | Week 4 |
| 6 | Final review and mock exams | ~2-3 days | Week 4 |
| 7 | AMF exams (4 - one per module) | ~2 weeks | Weeks 5-6 |
| 8 | AMF permit application | ~1 week | Week 6 |
* The accelerated course requires almost complete availability (full-time). It is advisable to make an appointment for the AMF exams as soon as you have finished studying the modules. Processing times for license issuance may vary.
As soon as the license application is approved, the 12-week probationary period (internship) begins with an Ekinox supervisor.
Training content
M1
Ethics
Ethics and professional practice. Legal obligations, rules of conduct and AMF compliance.
Mandatory AMF examination
M2
Life insurance
Term, permanent and universal insurance. Family protection, estate planning.
Mandatory AMF examination
M3
Disability and Critical Illness Insurance
Income protection and financial health. Solutions for self-employed workers, employees and executives.
Mandatory AMF examination
M4
Annuities and Segregated Funds
Guaranteed investments, professional management and capital-protected retirement strategies.
Mandatory AMF examination
What training gives you
- Your official financial security advisor license (AMF)
- Mastery of the 4 core areas of insurance and investment
- A solid foundation for a successful 12-week probationary period
- Access to the Ekinox network, CRM tools and partner companies
- A dedicated mentor to support you right from your first customer meetings
- The confidence and skills to advise your customers effectively
What our trained advisors say
Frequently asked questions about a career as a financial security advisor
Is the training online or face-to-face?
Courses and training are online.
AMF exams are held in person at an AMF office.
How long does the course last?
Recommended course: 7 to 8 weeks. Accelerated course (full-time): 4 to 6 weeks. Processing times for permit issuance may vary.
How much does full PQAP training cost?
1 - Training fees - PQAP:
The cost of the PQAP course is approximately $300, depending on the training provider.
2- AMF exam registration fees:
Application fees: $47 | Exam registration fees: $177 | Exam admission fees: $86
3- Probationary period fees:
Issuance of probationary certificate: $37
Ready to start your financial security training?
Join the Ekinox PQAP program and obtain your AMF license with structured support from day one to your first customer meeting.
