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CIFP - Advanced Standing Application

You have worked hard to earn your professional designations and the CIFP would like to recognize your academic accomplishments. If you hold any of the industry designations in the following table in good standing, CIFP would like to offer you advanced standing in the Registered Retirement Analyst® (RRA®) and/or Registered Life Insurance Specialist® (RLIS®) and/or Registered Financial and Retirement Advisor® (RFRA®) and/or Registered Retirement Consultant® (RRC®) and/or Chartered Financial Planner® Programs.

For individuals who hold a recognized industry credential in good standing, the table summarizes the education exemptions they will receive for the three designations administered by the Canadian Institute of Financial Planning.

Canadian Institute of Financial Planning (CIFP)

Industry Designation or Course Exemption Granted in CIFP Program of Study
RRA® RLIS® RFRA® RRC/CR® Chartered Financial Planner®
Registered Retirement Analyst® n/a No Exemption RFRA Part III No Exemption
Registered Life Insurance Specialist® No Exemption n/a RFRA Part III No Exemption
Registered Financial and Retirement Advisor® Full Program of Study n/a
  • RRC Part I
  • RRC Part II
  • Retirement Planning Course
  • Estate Planning units of Risk Management and Estate Planning Course
Registered Retirement Consultant® Full Program of Study n/a
  • Retirement Planning Course
  • Estate Planning units of Risk Management and Estate Planning Course
Chartered Financial Planner® Full Program of Study n/a

FP Canada

Industry Designation or Course Exemption Granted in CIFP Program of Study
RRA® RLIS® RFRA® RRC/CR® Chartered Financial Planner®
Qualified Associate Financial Planner® (QAFP®) Full Program of Study RFRA Part III RRC Part III No Exemption
Certified Financial Planner® (CFP®) Full Program of Study

STEP Canada

Industry Designation or Course Exemption Granted in CIFP Program of Study
RRA® RLIS® RFRA® RRC/CR® Chartered Financial Planner®
Trust and Estate Practitioner (TEP) No Exemption RFRA Part II RRC Part II Estate Planning units of Risk Management and Estate Planning Course
Certificate in Estate and Trust Administration (CETA) No Exemption RFRA Part II RRC Part II Estate Planning units of Risk Management and Estate Planning Course

The Institute for Advanced Financial Education

Industry Designation or Course Exemption Granted in CIFP Program of Study
RRA® RLIS® RFRA® RRC/CR® Chartered Financial Planner®
Professional Financial Advisor (PFA™) Full Program of Study No Exemption
Chartered Life Underwriter® (CLU®) Full Program of Study

Canadian Securities Institute (CSI)

Industry Designation or Course Exemption Granted in CIFP Program of Study
RRA® RLIS® RFRA® RRC/CR® Chartered Financial Planner®
Personal Financial Planner (PFP®) Full Program of Study
  • RFRA/RRC Part III [if individual has PFP designation only]
  • RFRA/RRC Part I and RFRA/RRC Part III [if individual holds PFP designation and has completed the Lending, Retirement and Insurance Supplement (LRIS)]
  • Full Program of Study [if individual holds PFP designation and has completed the Lending, Retirement and Insurance Supplement (LRIS) and Law, Estate and Tax Supplement (LETS)]
  • Retirement Planning Course [if individual holds PFP designation and has completed the Lending, Retirement and Insurance Supplement (LRIS)]
  • Strategic Investment Planning Course [if individual holds PFP designation and has completed the Canadian Securities Course en route to PFP certification]
  • Full Program of Study [if individual holds PFP designation and has completed the Lending, Retirement and Insurance Supplement (LRIS) and Law, Estate and Tax Supplement (LETS)]
Chartered Investment Manager (CIM®) No Exemption Strategic Investment Planning Course
Certified International Wealth Manager (CIWM) Full Program of Study [if individual holds pre-requisite financial planning designation (e.g. PFP, CFP, CLU)]
Estate & Trust Professional (MTI®) No Exemption RFRA Part II RRC Part II
  • Estate Planning units of Risk Management and Estate Planning Course
  • Strategic Investment Planning Course
Canadian Securities Course (CSC®) No Exemption Strategic Investment Planning Course

To take advantage of this special offer, complete this application and submit proof of your existing credentials.


Required fields are marked with an asterisk (*).
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CIFP Advanced Standing application fee ......$299.00
HST (ON)$38.87
Total:$337.87

Note: The taxes shown are based on Ontario residency, the appropriate HST/GST/QST will be applied based on your province of residency before processing.
 (MM/YY)

Your submission will be deemed incomplete until the full payment has been received.

Please mail a cheque in the amount of the Advanced Standing application fee above plus HST/GST/QST (based on your province of residency) payable to "The Canadian Institute of Financial Planning" with a reference to your application in the memo section to:

The Canadian Institute of Financial Planning
390 Brant Street, Suite 501
Burlington, Ontario
L7R 4J4
Please attach your official document confirming your other professional designation(s) are in good standing (.PDF, .GIF, .PNG or .JPG formats are acceptable). Although other documentation may be acceptable, CIFP recommends that you attach an official "Letter of Good Standing" from the relevant overseeing body as proof. You can attach up to 3 files by clicking the "Browse..." buttons below. If you have more than 3 documents or are not able to attach the proof at this time please fax your documentation to CIFP at (647) 723-6457 and reference this application.
Note: Your submission will be deemed incomplete if proof of good standing is not provided.
 
 


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CIFP Retirement Institute
390 Brant Street, Suite 501, Burlington, ON L7R 4J4

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