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.

Attention Advocis and CIFP Students. You may be eligible to seamlessly transfer and complete your education towards CFP certification and QAFP certification through the FP Canada Institute. Learn more

 

Business Career College

Core Curriculum Exemption Granted


Designation/LicenseBCC 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 Securities Institute (CSI)

Core Curriculum Exemptions Granted


Designation/LicenseStream 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.