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.
|Core Curriculum||Advanced Curriculum||Education|
|Securities License (IIROC)||Investment Planning||None||$75|
|Mutual Funds License (MFDA)||Investment Planning||None|
|Provincial Insurance License||Insurance & Risk Management||None|
|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.