Education Exemptions

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 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 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