FP Canada Institute™ Education Exemptions

Candidates who hold certain designations and licenses in good standing may apply for education exemptions from the FP Canada Institute Technical Education - Fundamentals and Advanced courses.

This table provides education exemptions based on a review of the learning objectives and knowledge expectations for the licenses and designations relative to FP Canada Institute’s Technical Education courses. Exemptions are provided where the majority of the learning objectives and knowledge expectations are aligned. See the Fee Schedule for applicable exemption fees.

 

DesignationExemption Granted1Exemption Granted1
 

Core Curriculum

Advanced Curriculum

Securities License Investment Planning CourseNone
Mutual Funds License Investment Planning CourseNone
RRC®Retirement Planning Course
Estate Planning and Law for Financial Planning Course
Tax Planning Course
None
PFA™2Financial Management Course
Retirement Planning Course
Investment Planning Course
Tax Planning Course
None
PFP® Partial Curriculum3 Partial Curriculum4
CLU® Entire Curriculum Entire Curriculum
DFSA™5 Financial Management Course
Investment Planning Course
Retirement Planning Course
Tax Planning Course
None
RFRA® Retirement Planning Course
Estate Planning and Law for Financial Planning Course
None
RRA® Retirement Planning CourseNone

  • 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 Exemption does not apply to PFA holders who completed the PFA Advanced Launch Program.
  • 3 Holders of the PFP in good standing are exempt from Technical Education – Fundamentals 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 Technical Education – Advanced 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.
  • 5 Holders of the DFSA in good standing are exempt from components of the Technical Education – Fundamentals program if they have successfully completed Path 1 of CSI’s Post-Designation Education Requirements. See CSI’s DFSA Requirements page for details. Candidates who have completed any other path may submit a copy of their transcript to info@fpcanada.ca to review their eligibility for exemptions.

Find eligible course exemptions

Candidates who have completed Core Curriculum and Advanced Curriculum courses through Canadian Securities Institute, Canadian Institute of Financial Planning, Advocis and Business Career College may also receive exemptions to courses within the FP Canada Institute Technical Education programs. Email your transcripts to info@fpcanada.ca to find out.