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.
Designation | Exemption Granted1 | Exemption Granted1 |
Core Curriculum | Advanced Curriculum | |
Securities License | Investment Planning Course | None |
Mutual Funds License | Investment Planning Course | None |
Provincial Insurance License (Full Life License) | Insurance & Risk Management Course | None |
RRC® | Retirement Planning Course Estate Planning and Law for Financial Planning Course Tax Planning Course | None |
PFA™2 | Financial Management Course Retirement Planning Course Investment Planning Course Tax Planning Course | None |
PFP® | Partial Curriculum3 | Partial Curriculum4 |
CLU® | Entire Curriculum | Entire Curriculum |
DFSA™ | 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 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.
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.