Financial planning training for the IQPF

Created in 1989, the mission of the Institut Québécois de la Planification Financière (IQPF) is to protect the public in matters of personal finance, by training financial planners and setting standards of professional practice.

Expertise Content production · Training production · Studio production

To mark the annual Financial Planning Week 2021, the IQPF wanted to honor financial planners by offering the general public online training on financial planning . The idea was to give everyone access to the basics of financial planning, so as to be prepared for all eventualities (death, marriage, bankruptcy, etc.).

Sparkling’s brief was to produce 14 video vignettes, ranging in length from 7 to 14 minutes, on a variety of subjects that have an impact on everyday financial life.

The Mission

1. Writing scenarios

2. Capsule turning

3. Editing and animating videos

1. Meet the trainers

After validating with the IQPF the topics they wanted to cover in the 14 capsules, we had to write the different scenarios. We then scheduled virtual meetings with each of the IQPF’s target stakeholders.

Accompanied by Mélissa Gilbert, financial planner at IQPF, we spoke with 7 financial planners about the elements and concepts to be developed in each capsule. These meetings were also recorded, so that we could access the information more easily as part of our editorial process.

2. Capsule shooting

Once the scripts had been validated and sent to the speakers, it was time to prepare for the shoot. 🎥

So we started preparing the set and the control room in our studio .

The special feature of this shoot was that it took place in two different sets, one for the speakers and one for the animator.

Her role was to provide a little context, as well as more detailed explanations of certain points. This made the capsules more dynamic and interactive.

3. Capsule assembly

For the final rendering, we wanted something dynamic and colorful. We therefore worked with a graphic designer, who created the opening and closing credits that appear in each of the capsules.

Finally, to make the capsules as entertaining as they are dynamic, we’ve added additional information to the on-screen content, whether text or icons.

To view the capsules and learn more about financial planning, visit planifiez.org .

The advantage of doing business with us for your training is that it’s a turnkey project. Please contact us.

Listeners were invited to enter the advent calendar competition to win a tasting set including the four mint creams, cut glasses and Christmas sweets. A live tasting also took place on CKOI and Rythme 102.9 a week before Christmas.

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