Funding and Regulation Exam (Canada Only)

Welcome to the Funding and Regulation Exam home page! Please review all of the information and links provided below.

Funding and Regulation is a five-hour written-answer exam that is offered in the spring and fall of each year. It is a requirement of the Retirement Benefits Track (Canada).

Recommended order for FSA track requirements

Timing of Syllabus Publication

Syllabus and Study Materials

Rules and Regulations


Important Dates and Fees

Exam Day Information