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
(Based on Education Leading to Designation or Licensure)
 
Core Curriculum
Advanced 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
PFA™3
Financial Management
Retirement Planning
Investment Planning
Tax Planning		None$275
PFP®
Partial Curriculum4 Partial Curriculum5
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 Exemption does not apply to PFA holders who completed the PFA Advanced Launch Program.
  • 4 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.
  • 5 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