Important update for BCC students. You may be eligible to seamlessly transfer and complete your education towards CFP certification and QAFP certification through the FP Canada Institute.

 

These education exemptions are based on a review of the learning objectives and knowledge expectations for the licenses and designations, relative to the FP Canada Institute’s Technical Education courses.

 
Designation Exemption Granted1 Exemption Granted1

Fundamentals
 Advanced
Securities License Investment Planning Course None
Mutual Funds License Investment Planning Course None
RRC® Retirement Planning Course
Estate Planning and Law for Financial Planning Course
Tax Planning Course		 None
PFA™ Financial Management Course
Retirement Planning Course
Investment Planning Course
Tax Planning Course		 None
PFP® Bespoke course available2 Bespoke course available2
CLU® Entire Curriculum Entire Curriculum
DFSA™3 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 Course None
 
  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. Personal Financial Planner credential holders can complete the CFP Certification Program for PFP Credential Holders from the FP Canada Institute. They can meet the requirements to register for the CFP certification exam in less than one year.
  3. 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.
 
 
 
 

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Once you’ve created your FP Canada account, your custom dashboard will guide you to certification, recording your progress as you take your next steps.

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