Education Exemption Policies - Effective January 1, 2020

Candidates who hold certain designations and licenses in good standing may apply for education exemptions from components of FP Canada’s Core Curriculum and Advanced Curriculum requirements.

The following table provides education exemptions based on a review of the learning objectives and knowledge expectations for the licenses and designations outlined relative to the FP Canada Standards Council Competency Profile and Financial Planning Body of Knowledge.

 

 Exemption Granted*
 Core CurriculumAdvanced Curriculum Education
Exemption
Fee2
Securities License (IIROC) Investment PlanningNone$75
Mutual Funds License (MFDA) Investment Planning None
CIM®Investment PlanningNone
Provincial Insurance License Insurance & Risk Management None
RRC® Retirement Planning
Estate Planning
Retirement Planning
Estate Planning
PFP® Partial Curriculum3 Partial Curriculum4 $275
CLU® Entire Curriculum Entire Curriculum

    1 Subject to change based on changes to the education requirements leading to licensure and designations or changes made to FP Canada certification and education requirements.

    2 Candidates may apply for an education exemption directly within the FP Canada Institute Professional Education Program Application or the QAFP Examination Application.

    3 Holders of the PFP in good standing are exempt from Core Curriculum education requirements if they have successfully completed the CSI Supplement to QAFP Certification. See CSI’s Certified Financial Planner/CFP Certification page for more details.

    4 Holders of the PFP in good standing are exempt from Advanced Curriculum education requirements if they have successfully completed the CSI Supplement to QAFP Certification and the CSI supplement to CFP certification. See CSI’s Certified Financial Planner/CFP Certification page for more details.

Find eligible course exemptions