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 Exemption Fee2 | |
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 | |
PFP® | Partial Curriculum3 | Partial Curriculum4 | $275 |
CLU® | Entire Curriculum | Entire Curriculum |
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 Candidates may apply for an education exemption directly within the FP Canada Institute Professional Education Program Application or the QAFP Examination Application.
3 Holders of the PFP in good standing are exempt from Core Curriculum education requirements 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.
4 Holders of the PFP in good standing are exempt from Advanced Curriculum education requirements 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.
Find eligible course exemptions