Based on FP Canada’s Education Exemption Policies, candidates enrolled in FP Canada-approved Core Curriculum programs may be exempt from certain courses. Candidates can apply for course exemptions where they hold relevant financial services licenses and/or designations.
Click on the following education providers below for courses eligible for Core Curriculum course exemptions:
| Core Curriculum Exemptions Granted | |||
| Advocis Core Curriculum Program for QAFP and CFP Certification | |||
| Securities License (IIROC) | Investments (918) | ||
| Mutual Funds License (MFDA) | Investments (918) | ||
| CIM® | Investments (918) | ||
| Provincial Insurance License | Insurance (921) | ||
Candidates should confirm with the education provider on requirements for graduation that may differ from FP Canada’s education requirements.
| Core Curriculum Exemptions Granted | |||
| Bachelor of Commerce | |||
| Securities License (IIROC) | Investment (FNCE 401) Portfolio Management (FNCE 248) | ||
| Mutual Funds License (MFDA) | Investment (FNCE 401) Portfolio Management (FNCE 248) | ||
| CIM® | Investment (FNCE 401) Portfolio Management (FNCE 248) | ||
Candidates should confirm with the education provider on requirements for graduation that may differ from FP Canada’s education requirements.
| Core Curriculum Exemption Granted | |||
| BCC FP Canada-Approved Core Curriculum & Advanced Curriculum Courses | |||
| Provincial Insurance License and Securities License (IIROC) or Mutual Funds License (MFDA) or CIM® | Investment & Insurance Tools | ||
Candidates should confirm with the education provider on requirements for graduation that may differ from FP Canada’s education requirements.
| Core Curriculum Exemption Granted | |||
| Administration Diploma, Financial Services Major | |||
| Securities License (IIROC) | Investment Funds in Canada (FNSR 3203) | ||
| Mutual Funds License (MFDA) | Investment Funds in Canada (FNSR 3203) | ||
| CIM® | Investment Funds in Canada (FNSR 3203) | ||
Candidates should confirm with the education provider on requirements for graduation that may differ from FP Canada’s education requirements.
| Core Curriculum Exemption Granted | |||
| Financial Management Diploma (FT) | Financial Management Diploma (PT) | ||
| Securities License (IIROC) | Security Analysis 1 (FMGT 3610) Security Analysis 2 (FMGT 4610) | Security Fundamentals (FMGT 4620) | |
| Mutual Funds License (MFDA) | Security Analysis 1 (FMGT 3610) Security Analysis 2 (FMGT 4610) | Security Fundamentals (FMGT 4620) | |
| CIM® | Security Analysis 1 (FMGT 3610) Security Analysis 2 (FMGT 4610) | Security Fundamentals (FMGT 4620) | |
Candidates should confirm with the education provider on requirements for graduation that may differ from FP Canada’s education requirements.
| Core Curriculum Exemption Granted | |||
| CIFP CFP Certification Program | |||
| Securities License (IIROC) | Strategic Investment Planning (FP2-SIP) | ||
| Mutual Funds License (MFDA) | Strategic Investment Planning (FP2-SIP) | ||
| CIM® | Strategic Investment Planning (FP2-SIP) | ||
| RRC® | Retirement and Estate Planning (BFIN 486) | ||
Candidates should confirm with the education provider on requirements for graduation that may differ from FP Canada’s education requirements.
| Core Curriculum Exemption Granted | |||
| Bachelor of Business Administration Degree | |||
| Securities License (IIROC) | Investment Strategies (BFIN 441) | ||
| Mutual Funds License (MFDA) | Investment Strategies (BFIN 441) | ||
| CIM® | Investment Strategies (BFIN 441) | ||
| Provincial Insurance License | Risk Management & Insurance (BFIN 386) | ||
Candidates should confirm with the education provider on requirements for graduation that may differ from FP Canada’s education requirements.
| Core Curriculum Exemption Granted | |||
| Business Administration, Financial Planning Diploma | Financial Planning Post Graduate Certificate | ||
| Securities License (IIROC) | Canadian Securities Fundamentals 1 (FIN 2055) Canadian Securities Fundamentals 2 (FIN 2065) | Canadian Securities Fundamentals | |
| Mutual Funds License (MFDA) | Canadian Securities Fundamentals 1 (FIN 2055) Canadian Securities Fundamentals 2 (FIN 2065) | Canadian Securities Fundamentals | |
| CIM® | Canadian Securities Fundamentals 1 (FIN 2055) Canadian Securities Fundamentals 2 (FIN 2065) | Canadian Securities Fundamentals | |
| Provincial Insurance License | Insurance Fundamentals (BUS 3035) | Insurance Fundamentals | |
Candidates should confirm with the education provider on requirements for graduation that may differ from FP Canada’s education requirements.
| Core Curriculum Exemption Granted | |||
| Bachelor of Business, Financial Services and Administration, Post Degree Diploma in Financial Planning or Post Baccalaureate Diploma in Financial Planning | |||
| Securities License (IIROC) | Canadian Securities Course (BUSN 2420) Investment Management Techniques (FINC 4340) | ||
| Mutual Funds License (MFDA) | Canadian Securities Course (BUSN 2420) Investment Management Techniques (FINC 4340) | ||
| CIM® | Canadian Securities Course (BUSN 2420) Investment Management Techniques (FINC 4340) | ||
| Provincial Insurance License | Canadian Securities Course (BUSN 2420) Investment Management Techniques (FINC 4340) | ||
Candidates should confirm with the education provider on requirements for graduation that may differ from FP Canada’s education requirements.
| Core Curriculum Exemption Granted | |||
| Diploma, Business – Finance (B133) or Advanced Diploma, Business Administration – Finance (B130/150) | Financial Planning Postgraduate Certificate (B407) | Honours Bachelor of Commerce – Financial Services (B302) | |
| Securities License (IIROC) | Canadian Investments I (FIN 2061) Canadian Investments II (FIN 2062) | Canadian Investments I (FIN 4024) Canadian Investments II (FIN 4025) | Investments I (BFPL 2102) Investments II (BFPL 2103) |
| Mutual Funds License (MFDA) | Canadian Investments I (FIN 2061) Canadian Investments II (FIN 2062) | Canadian Investments I (FIN 4024) Canadian Investments II (FIN 4025) | Investments I (BFPL 2102) Investments II (BFPL 2103) |
| CIM® | Canadian Investments I (FIN 2061) Canadian Investments II (FIN 2062) | Canadian Investments I (FIN 4024) Canadian Investments II (FIN 4025) | Investments I (BFPL 2102) Investments II (BFPL 2103) |
Candidates should confirm with the education provider on requirements for graduation that may differ from FP Canada’s education requirements.
| Core Curriculum Exemption Granted | |||
| Financial Planning Post Graduate Certificate | Bachelor of Commerce Finance Degree | ||
| Securities License (IIROC) | Canadian Securities 1 (FIN 5001) Canadian Securities 2 (FIN 5552) | Canadian Securities 1 (FIN 4002) Canadian Securities 2 (FIN 4112) | |
| Mutual Funds License (MFDA) | Canadian Securities 1 (FIN 5001) Canadian Securities 2 (FIN 5552) | Canadian Securities 1 (FIN 4002) Canadian Securities 2 (FIN 4112) | |
| CIM® | Canadian Securities 1 (FIN 5001) Canadian Securities 2 (FIN 5552) | Canadian Securities 1 (FIN 4002) Canadian Securities 2 (FIN 4112) | |
| Provincial Insurance License | Risk Management & Insurance (FIN 5003) | N/A | |
Candidates should confirm with the education provider on requirements for graduation that may differ from FP Canada’s education requirements.
| Core Curriculum Exemption Granted | |||
| Certificat en Plantification Financiere | |||
| Provincial Insurance License | Risque et asssurance (4635) | ||
Candidates should confirm with the education provider on requirements for graduation that may differ from FP Canada’s education requirements.
| Core Curriculum Exemption Granted | |||
| Financial Services Diploma | |||
| Securities License (IIROC) | Strategic Investment Planning 1 (FINC 10035) Strategic Investment Planning 2 (FINC 10038) | ||
| Mutual Funds License (MFDA) | Strategic Investment Planning 1 (FINC 10035) Strategic Investment Planning 2 (FINC 10038) | ||
| CIM® | Strategic Investment Planning 1 (FINC 10035) Strategic Investment Planning 2 (FINC 10038) | ||
| Provincial Insurance License | Life License Qualification (INSR 10008) | ||
Candidates should confirm with the education provider on requirements for graduation that may differ from FP Canada’s education requirements.
| Core Curriculum Exemption Granted | |||
| Bachelor of Business Administration | |||
| Securities License (IIROC) | Investments (FNCE 1125) | ||
| Mutual Funds License (MFDA) | Investments (FNCE 1125) | ||
| CIM® | Investments (FNCE 1125) | ||
| Provincial Insurance License | Insurance (FNCE 3313) | ||
Candidates should confirm with the education provider on requirements for graduation that may differ from FP Canada’s education requirements.
| Core Curriculum Exemption Granted | |||
| Bachelor of Commerce or Certificate in Financial Planning | |||
| Securities License (IIROC) | Investment Analysis (FIN 501/CFIN 501/AFF 501) | ||
| Mutual Funds License (MFDA) | Investment Analysis (FIN 501/CFIN 501/AFF 501) | ||
| CIM® | Investment Analysis (FIN 501/CFIN 501/AFF 501) | ||
| Provincial Insurance License | Risk Management & Insurance (FIN 512/CFIN 512) | ||
Candidates should confirm with the education provider on requirements for graduation that may differ from FP Canada’s education requirements.
| Core Curriculum Exemption Granted | |||
| Business Administration Diploma - Finance Services Major | |||
| Securities License (IIROC) | Mutual Funds and Securities (BFIN 356) | ||
| Mutual Funds License (MFDA) | Mutual Funds and Securities (BFIN 356) | ||
| CIM® | Mutual Funds and Securities (BFIN 356) | ||
| Provincial Insurance License | Life Agency (FSM 640) | ||
Candidates should confirm with the education provider on requirements for graduation that may differ from FP Canada’s education requirements.
| Core Curriculum Exemption Granted | |||
| Business Administration - Financial Planning Advanced Diploma or Business Administration - Accounting & Finance, Financial Planning Specialization | Financial Planning Graduate Certificate | Bachelor of Business Administration Financial Services Major | |
| Securities License (IIROC) | Investments & Investment Strategies (RFC 125/RFC 225) | Strategic Investment Planning (FIP 403) | PFP: Inv. Funds in Canada (FSM 510) Investment Strategies 1 (FSM 710) Investment Strategies 2 (FSM 810) |
| Mutual Funds License (MFDA) | Investments & Investment Strategies (RFC 125/RFC 225) | Strategic Investment Planning (FIP 403) | PFP: Inv. Funds in Canada (FSM 510) Investment Strategies 1 (FSM 710) Investment Strategies 2 (FSM 810) |
| CIM® | Investments & Investment Strategies (RFC 125/RFC 225) | Strategic Investment Planning (FIP 403) | PFP: Inv. Funds in Canada (FSM 510) Investment Strategies 1 (FSM 710) Investment Strategies 2 (FSM 810) |
| Provincial Insurance License | Risk Management & Insurance in Financial Planning (RFC 122) | Insurance Licensing Program (FSP 101) | N/A |
Candidates should confirm with the education provider on requirements for graduation that may differ from FP Canada’s education requirements.
| Core Curriculum Exemption Granted | |||
| Business Administration – Finance Diploma | |||
| Securities License (IIROC) | Investments 1 (FINA 30497) Investments 2 (FINA 34780) | ||
| Mutual Funds License (MFDA) | Investments 1 (FINA 30497) Investments 2 (FINA 34780) | ||
| CIM® | Investments 1 (FINA 30497) Investments 2 (FINA 34780) | ||
| Provincial Insurance License | Insurance (FINA 20261) | ||
Candidates should confirm with the education provider on requirements for graduation that may differ from FP Canada’s education requirements.
| Core Curriculum Exemption Granted | |||
| Bachelor of Business Administration - Finance Specialization | |||
| Securities License (IIROC) | Investment Theory (BUSI 317) Applied Investments (BUSI 318) | ||
| Mutual Funds License (MFDA) | Investment Theory (BUSI 317) Applied Investments (BUSI 318) | ||
| CIM® | Investment Theory (BUSI 317) Applied Investments (BUSI 318) | ||
Candidates should confirm with the education provider on requirements for graduation that may differ from FP Canada’s education requirements.