The main goal of the Strategic Financial Education, Outreach and Research Partnerships Program (the “Program”) is to develop partnerships or provide support to innovative projects or initiatives (the “projects”) that address current or emerging issues and specific needs related to the AMF’s mission.

The projects must contribute to the achievement of the AMF’s mission or goals with respect to financial awareness and education. The AMF ensures that projects are carried out by partners with the expertise and with the networks needed to maximize impact.

The Program also focuses on the establisment or development, at the AMF’s initiative or not, of high-impact or structuring projects. These projects must help increase knowledge about issues of particular interest to the AMF in light of its mission, role or strategic objectives. For example, a project that has lasting and measurable benefits for Québec’s population, target groups or established networks will be favoured over an initiative with more limited benefits.

The Program also enables the AMF to fund its own awareness campaigns. Lastly, the Program is not a sponsorship program.

For more details, refer to the Policy regarding the Program (pdf - 837 KB)This link will open in a new windowUpdated on April 16, 2024Politique relative aux activités du Programme de partenariats stratégiques en éducation financière, sensibilisation et recherche. (in French only).

Supporting the AMF’s work on current and emerging issues

The AMF invites persons interested in the Program to read its Strategic Plan (pdf - 1 MB)This link will open in a new windowUpdated on April 23, 2021The 2021-2025 plan, which has the wholehearted support of the Advisory Board, not only establishes ambitious and engaging orientations and objectives but will help further a number of major initiatives implemented under the 2017-2020 Strategic Plan while taking into account issues raised in connection with recent changes in Québec’s financial services industry, including those resulting from the COVID 19 pandemic. and Annual Statement of Priorities. This will enable them to evaluate the relevance of their project to the Program before submitting a duly completed application (pdf - 135 KB)This link will open in a new windowUpdated on December 15, 2023Formulaire de propositions d’avant projet (in French only) to submit a preliminary project.

The AMF may periodically publicize, and give preference to, the topics or issues that are of particular interest to it. Calls for projects may be announced at such times.

Project submission and assessment process

Eligibility criteria and analysis elements

The applicant can be an educational institution (including a research chair), foundation, professional order, cooperative, non-profit organization, business corporation, partnership or group consisting of several such entities. At the time the application is submitted, the applicant must be duly constituted and have been established in Québec for at least a year.

The applicant cannot be a provincial or federal government department or body, municipality or municipal body. It cannot be authorized by the AMF, or related to a person authorized by the AMF, to practise in one or more sectors that the AMF regulates.

The applicant and the individuals involved in the project cannot have been the subject of a penalty for a violation of a law administered by the AMF or have been convicted or found guilty to a criminal offence.

In selecting the projects that will be supported by the Program, the AMF will assess such criteria as:

• Alignment with the AMF’s mission, one of the priorities identified in the Strategic Plan (pdf - 1 MB)This link will open in a new windowUpdated on April 23, 2021The 2021-2025 plan, which has the wholehearted support of the Advisory Board, not only establishes ambitious and engaging orientations and objectives but will help further a number of major initiatives implemented under the 2017-2020 Strategic Plan while taking into account issues raised in connection with recent changes in Québec’s financial services industry, including those resulting from the COVID 19 pandemic. or the Annual Statement of Priorities or with an announced topic or issue
• Demonstration of a tangible contribution to the AMF’s work related to its mission and announced priorities
• Demonstration of a tangible contribution to the AMF’s work related to a new issue or problem observed in the Québec financial sector
• Demonstration that the proposed project does not duplicate or continue an existing project
• The innovativeness of the project and the thoroughness of the proposed approach to meeting the set objectives and achieving meaningful and tangible results
• Potential for cooperation, coordination and the sharing of expertise that could enhance the project’s benefits
• The experience and expertise demonstrated by the project coordinators in the related field
• The tangible benefits for consumers and users of financial products and services
• Whether the amount requested and budget (only direct expenses deemed essential to the project are eligible; those related to the organizations usual activities are not accepted) are realistic and reasonable