Candidates who hold certain designations and licenses in good standing may apply for education exemptions from components of FP Canada™’s Core Curriculum and Advanced Curriculum requirements.
The following table provides education exemptions based on a review of the learning objectives and knowledge expectations for the licenses and designations outlined relative to the FP Canada Standards Council™ Competency Profile and Financial Planning Body of Knowledge.
Exemption Granted1 | |||
Core Curriculum | Advanced Curriculum | Education | |
Securities License (IIROC) | Investment Planning | None | $75 |
Mutual Funds License (MFDA) | Investment Planning | None | |
CIM® | Investment Planning | None | |
Provincial Insurance License | Insurance & Risk Management | None | |
RRC® | Retirement Planning Estate Planning | Retirement Planning Estate Planning | |
PFA™ | Financial Management Retirement Planning Investment Planning Tax Planning | None | $275 |
PFP® | Partial Curriculum3 | Partial Curriculum4 | |
CLU® | Entire Curriculum | Entire Curriculum |
Find eligible course exemptions