Other Education 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.

 

Advocis

Core Curriculum Exemptions Granted


DesignationAdvocis Core Curriculum Program for QAFP Certification and CFP Certification Education Exemption Fee
Securities License Investments (918)$75
Mutual Funds License Investments (918)$75
Provincial Insurance License
(Full Life License)
Insurance (921)$75
RRC®Registered Retirement Plans (914)
Law (920)
Taxation (919)
$75
RFRA®Registered Retirement Plans (914)
Law (920)
$75
RRA®Registered Retirement Plans (914)$75
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)
$75

Candidates should confirm with the education provider on requirements for graduation that may differ from FP Canada’s education requirements.

 

Business Career College

Core Curriculum Exemption Granted


DesignationBCC FP Canada-Approved Core Curriculum Education Exemption Fee
Provincial Insurance License (Full Life License) and Securities License or Mutual Funds License Investment & Insurance Tools$75

Candidates should confirm with the education provider on requirements for graduation that may differ from FP Canada’s education requirements.

 

 

Canadian Institute of Financial Planning (CIFP)

Core Curriculum Exemptions Granted


DesignationCIFP CFP Certification Program Education Exemption Fee
Securities License Strategic Investment Planning (FP2-SIP)$75
Mutual Funds License Strategic Investment Planning (FP2-SIP)$75
PFA™Strategic Investment Planning (FP2-SIP)
Retirement Planning (FP1RP)
Income Tax Planning (FP2ITP)
$75

Candidates should confirm with the education provider on requirements for graduation that may differ from FP Canada’s education requirements.

 

Canadian Securities Institute (CSI)

Core Curriculum Exemptions Granted


DesignationStream 1: Route for BankersStream 2: Route for Mutual Fund Representatives Stream 3: Route for Investment Advisors Education Exemption Fee
Securities License Investment Funds in Canada or Canadian Securities CourseInvestment Funds in CanadaCanadian Securities Course$75
Mutual Funds License Investment Funds in Canada or Canadian Securities CourseInvestment Funds in CanadaCanadian Securities Course$75
PFA™Investment Funds in Canada or Canadian Securities CourseInvestment Funds in CanadaCanadian Securities Course$75

Candidates should confirm with the education provider on requirements for graduation that may differ from FP Canada’s education requirements.