Projects submitted to the AMF’s Strategic Financial Education, Outreach and Research Partnerships Program (Program) must assist the AMF in pursuing its financial education and awareness mission or objective. The AMF ensures that such projects are led by qualified partners with the expertise and networks needed to maximize project benefits.

An additional goal of the Program is to support structuring or high-impact research projects, whether iniated by the AMF or others. Such projects must yield increased knowledge about key issues connected with AMF’s mission, role and strategic objectives.

The AMF may, depending on its needs and priorities, launch calls for projects.

The Program is governed by the Policy regarding the Strategic Financial Education, Outreach and Research Partnerships 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. (French only).

Submission and assessment

Eligibility criteria and analysis elements

The Program is open to the following: educational institutions (including research chairs), foundations, professional orders, cooperatives, non-profit organizations, business corporations, partnerships or general partnerships that, at the time the application is submitted, are duly constituted and have been established in Québec for at least one year.

The following are not eligible to apply: provincial or federal government departments or bodies, municipalities and municipal bodies; persons appearing in the AMF register of firms and individuals authorized to practise as well as any persons related to them.

Moveover, the applicant and persons involved in the project must not have been sanctioned for a failure to comply with a law administered by the AMF or have been convicted or found guilty of a criminal offence.

The project is assessed by AMF taking into account criteria that include, without limitation:

• Alignment with the AMF’s mission and either 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 an announced topic or issue.
• Tangible contribution to the AMF’s work related to its mission and announced priorities.
• Tangible contribution to the AMF’s work related to a new issue or challenge observed in the financial sector.
• Originality of the proposed project (It must 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 sharing of expertise to maximize the project’s benefits.
• Proficiency of the persons responsible for the project (They must demonstrate relevant expertise and experience in the related field).
• Tangible benefits for consumers and users of financial products and services.
• Whether the amount requested and the budget, with project-related direct expenses, excluding the organization’s current expenses, are realistic and reasonable.