These education exemptions are based on a review of the learning objectives and knowledge expectations for the licenses and designations, relative to the FP Canada Institute’s Technical Education courses.

 
DesignationExemption Granted1Exemption Granted1

Fundamentals
Advanced
Securities LicenseInvestment Planning CourseNone
Mutual Funds LicenseInvestment Planning CourseNone
RRC®Retirement Planning Course
Estate Planning and Law for Financial Planning Course
Tax Planning Course		None
PFA™Financial Management Course
Retirement Planning Course
Investment Planning Course
Tax Planning Course		None
PFP®Partial Curriculum2Partial Curriculum3
CLU®Entire CurriculumEntire Curriculum
DFSA™4Financial 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. 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.
  3. 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.
  4. 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.
 

Other education exemptions

Based on FP Canada's education exemption policies, students enrolled in Technical Education—Fundamentals programs at recognized education providers may be exempt from certain courses. Students can apply for course exemptions where they hold relevant financial services licenses and/or designations.

Students should confirm requirements for graduation that may differ from FP Canada’s education requirements with their education provider.

Students who complete their certification education from a provider other than the FP Canada Institute must provide proof of completion through the Education panel in their FP Canada account.

 

Business Career College

Technical Education – Fundamentals Exemption Granted

Fundamentals

Designation/LicenseBCC FP Canada-Approved FundamentalsEducation Exemption Fee
Provincial Insurance License (Full Life License) and Securities License or Mutual Funds License
Investment & Insurance Tools
$75
 

Canadian Securities Institute (CSI)

Technical Education—Fundamentals Exemptions Granted

Designation/License Stream 1: Route for Bankers Stream 2: Route for Mutual Fund Representatives Stream 3: Route for Investment Advisors
 Education Exemption Fee
Securities License
 Investment Funds in Canada or Canadian Securities Course
 Investment Funds in Canada Canadian Securities Course $75
Mutual Funds License Investment Funds in Canada or Canadian Securities Course Investment Funds in Canada Canadian Securities Course $75
PFA™ Investment Funds in Canada or Canadian Securities Course Investment Funds in Canada Canadian Securities Course $75
 

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