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 Granted1 | |||
| Core Curriculum | Advanced Curriculum | Education Exemption Fee2 | |
| Securities License (IIROC) | Investment Planning | None | $75 |
| Mutual Funds License (MFDA) | Investment Planning | None | |
| CIM® | Investment Planning | None | |
| 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 CSI's Lending, Retirement & Insurance Supplement (LRIS) course. See CSI’s Qualified Associate Financial Planner / QAFP 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 CSI’s Lending, Retirement & Insurance Supplement (LRIS) and Law, Estate & Tax Supplement (LETS) courses. See CSI’s Certified Financial Planner/CFP Certification page for more details.
Find eligible course exemptions