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:

 

 Advocis

 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 LicenseInsurance (921)
RRCRegistered Retirement (914)
Government Benefit Plans (915)
Law (920)

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
 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.

 

 Bow Valley College

 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.

 

 British Columbia Institute of Technology (BCIT)

 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.

 

 Canadian Institute of Financial Planning (CIFP)

 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)

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

 

 Capilano University

 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 LicenseRisk Management & Insurance (BFIN 386)

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

 

 Conestoga College

 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
(FIN 8117)

Mutual Funds License (MFDA) Canadian Securities Fundamentals 1 (FIN 2055)
Canadian Securities Fundamentals 2 (FIN 2065)

Canadian Securities Fundamentals
(FIN 8117)

CIM®Canadian Securities Fundamentals 1 (FIN 2055)
Canadian Securities Fundamentals 2 (FIN 2065)

Canadian Securities Fundamentals
(FIN 8117)

Provincial Insurance LicenseInsurance Fundamentals (BUS 3035)

Insurance Fundamentals
(FIN 8122)


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

 

 Douglas College

 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.

 

 George Brown College

 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.

 

 Humber College

 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 LicenseRisk 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.

 

 Laurentian University

 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.

 

 Mohawk College

 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 LicenseLife License Qualification (INSR 10008)

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

 

 Northern Alberta Institute of Technology (NAIT)

 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 LicenseInsurance (FNCE 3313)

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

 

 Ryerson University

 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 LicenseRisk 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.

 

 Southern Alberta Institute of Technology (SAIT)

 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 LicenseLife Agency (FSM 640)

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

 

 Seneca College

 Core Curriculum Exemption Granted
 Business Administration - Financial Planning Advanced Diploma or Business Administration - Accounting & Finance, Financial Planning SpecializationFinancial Planning Graduate Certificate Bachelor of Business Administration Financial Services Major
Securities License (IIROC) Investments & Investment
Strategies (RFC 125/RFC 225)
Investment Planning    (FSP 506)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    (FSP 506)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    (FSP 506)PFP: Inv. Funds in Canada (FSM 510)
Investment Strategies 1 (FSM 710)
Investment Strategies 2 (FSM 810)
Provincial Insurance LicenseRisk Management & Insurance in Financial Planning (RFC 122)

Risk Management & Insurance Planning
(FSP 504)

N/A

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

 

 Sheridan College

 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 LicenseInsurance (FINA 20261)

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

 

 Trinity Western University

 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.