Are there any equivalencies in the CFP or QAFP designation programs?

I have previously completed parts of the CFP curriculum with another provider (Advocis, CSI, CIFP); will I get any equivalency into your program?

Yes, we grant you some equivalency into our program for courses you have completed within the last 3 years.

You will need to provide a transcript to receive equivalencies.

There is no additional charge for this.

To see if your courses are eligible please email your transcript to paige.king@weknowtraining.ca.

I have an active Life license and Mutual Funds license, do I get any equivalencies in the Core Curriculum? 

Yes, for having an active Life and Mutual Funds license you are eligible to bypass Unit 4 with BCC.

However, it is our recommendation that you consider completing Unit 4 to ensure that you are learning the information in the way that FP Canada are expecting you to.

Ultimately, doing the quizzes and assignments in Unit 4 will help you in preparing for the exam.

To apply for these equivalencies you will need to go through the Education Exemption process with FP Canada which includes a $75 fee.

More information on FP Canada's Education Exemption can be found here.