FP Canada Institute™ Education Exemptions

Candidates who complete Core Curriculum and Advanced Curriculum courses through the Canadian Securities Institute and Business Career College may also receive exemptions to technical education courses offered by the FP Canada Institute. Email your transcripts to info@fpcanada.ca to learn more.

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.

 

     

 

 

Attention Advocis and CIFP Students. You may be eligible to seamlessly transfer and complete your education towards CFP certification and QAFP certification through the FP Canada Institute. Learn more

 

DesignationExemption Granted1Exemption Granted1
 

Core Curriculum

Advanced Curriculum

Securities License Investment Planning CourseNone
Mutual Funds License Investment Planning CourseNone
RRC®Retirement Planning Course
Estate Planning and Law for Financial Planning Course
Tax Planning Course		None
PFA™2Financial Management Course
Retirement Planning Course
Investment Planning Course
Tax Planning Course		None
PFP® Partial Curriculum3 Partial Curriculum4
CLU® Entire Curriculum Entire Curriculum
DFSA™5 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 CourseNone

  • 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.
  • 5 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.

Find eligible course exemptions

Candidates who complete Core Curriculum and Advanced Curriculum courses through the Canadian Securities Institute and Business Career College may also receive exemptions to technical education courses offered by the FP Canada Institute. Email your transcripts to info@fpcanada.ca to learn more.