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.
|Core Curriculum||Advanced Curriculum||Education|
|Securities License (IIROC)||Investment Planning||None||$75|
|Mutual Funds License (MFDA)||Investment Planning||None|
|Provincial Insurance License||Insurance & Risk Management||None|
|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.