Eligible Course Exemptions
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) | ||
| RRC® | Registered Retirement Plans (914) | ||
| PFA™ | Financial Planning Profession & Financial Services Industry Regulation (911) Financial Analysis (912) Credit and Debt (913) Registered Retirement Plans (914) Government Benefit Plans (915) Registered Education and Disability Plans (916) Economics (917) Investments (918) Taxation (919) | ||
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 2303) | ||
| Mutual Funds License (MFDA) | Investment Funds in Canada (FNSR 2303) | ||
| CIM® | Investment Funds in Canada (FNSR 2303) | ||
| PFA™ | Investment Funds in Canada (FNSR 2303) | ||
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) or Security Analysis (FMGT 3600) | |
| Mutual Funds License (MFDA) | Security Analysis 1 (FMGT 3610) Security Analysis 2 (FMGT 4610) | Security Fundamentals (FMGT 4620) or Security Analysis (FMGT 3600) | |
| CIM® | Security Analysis 1 (FMGT 3610) Security Analysis 2 (FMGT 4610) | Security Fundamentals (FMGT 4620) or Security Analysis (FMGT 3600) | |
| PFA™ | Security Analysis 1 (FMGT 3610) Security Analysis 2 (FMGT 4610) | Security Fundamentals (FMGT 4620) or Security Analysis (FMGT 3600) | |
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) | ||
| PFA™ | Strategic Investment Planning (FP2-SIP) Retirement Planning (FP1RP) Income Tax Planning (FP2ITP) | ||
Candidates should confirm with the education provider on requirements for graduation that may differ from FP Canada’s education requirements.
| Core Curriculum Exemption Granted | |||
| Stream 1: Route for Bankers | Stream 2: Route for Mutual Fund Representatives | Stream 3: Route for Investment Advisors | |
| Securities License (IIROC) | Investment Funds in Canada or Canadian Securities Course | Investment Funds in Canada | Canadian Securities Course |
| Mutual Funds License (MFDA) | Investment Funds in Canada or Canadian Securities Course | Investment Funds in Canada | Canadian Securities Course |
| CIM® | Investment Funds in Canada or Canadian Securities Course | Investment Funds in Canada | Canadian Securities Course |
| PFA™ | Investment Funds in Canada or Canadian Securities Course | Investment Funds in Canada | Canadian Securities Course |
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) | ||
| RRC® | Retirement and Estate Planning (BFIN 486) | ||
| PFA™ | Investment Strategies (BFIN 441) | ||
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 | |
| PFA™ | Canadian Securities Fundamentals 1 (FIN 2055) Canadian Securities Fundamentals 2 (FIN 2065) | Canadian Securities Fundamentals (FIN 8117) | |
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) | Security Analysis (FINC 3390) | ||
| Mutual Funds License (MFDA) | Security Analysis (FINC 3390) | ||
| CIM® | Security Analysis (FINC 3390) | ||
| Provincial Insurance License | Security Analysis (FINC 3390) | ||
| PFA™ | Security Analysis (FINC 3390) | ||
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) |
| PFA™ | 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 | |
| RRC® | Retirement Planning (FIN 5003) Estate Planning & Family Law (FIN 5560) | Retirement Planning (FIN 3521) | |
| PFA™ | Canadian Securities 1 (FIN 5001) Canadian Securities 2 (FIN 5552) Consumer Credit (FIN 5004) Income Tax Planning (FIN 5002) Fundamentals of Financial Planning (FIN 5011) Foundation Skills (FIN 5007) | Canadian Securities 1(FIN 4002) Canadian Securities 2 (FIN 4112) Microeconomics (ECON 1000) Macroeconomics (ECON 1500) Retirement Planning (FIN 3521) Taxation (FIN 4500) | |
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) | ||
| RRC® | Retirement Planning (FINC 10040) | ||
| PFA™ | Strategic Investment Planning 1 (FINC 10035) Strategic Investment Planning 2 (FINC 10038) Credit (FINC 10037) Financial Services Industry (BUSN 10036) | ||
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) | ||
| RRC® | Retirement and Estate Planning (FNCE 3314) | ||
| PFA™ | Investments (FNCE 1125) | ||
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) | ||
| RRC® | Retirement and Estate Planning (FIN 612/CFIN612) | ||
| PFA™ | Investment Analysis (FIN 501/CFIN 501/AFF 501) Taxation for Managers and Financial Planners (ACC522/AFA517/CACC522) Retirement and Estate Planning (FIN 612/CFIN612) Personal Financial Planning (AFF502/ FIN502/ CFIN502) | ||
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) | ||
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) | Investment Planning (FPS506) | 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) | Investment Planning (FPS506) | 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) | Investment Planning (FPS506) | 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) | Risk Management & Insurance Planning (FSP504) | N/A |
| PFA™ | Investments & Investment Strategies (RFC 125/RFC 225) | Investment Planning (FPS506) | PFP: Inv. Funds in Canada (FSM 510) Investment Strategies 1 (FSM 710) Investment Strategies 2 (FSM 810) |
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) | ||
| RRC® | Retirement Planning (FINA 34857) Estate Planning and Ethics (FINA 38448) | ||
| PFA™ | Investments 1 (FINA 30497) Investments 2 (FINA 34780) | ||
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) | ||
| PFA™ | Investment Theory (BUSI 317) Applied Investments (BUSI 318) Personal Financial Planning (BUSI 241) | ||
Candidates should confirm with the education provider on requirements for graduation that may differ from FP Canada’s education requirements.