To Apply for Exemptions

Please contact education@cbvinstitute.com for details on applying for exemptions

Individuals applying for an exemption must first register as a Student with CBV Institute.

CFA and CAIA Program

The Institute will grant exemption from the requirement to complete the elective courses in the Program of Studies to individuals who have passed the Level I; Level II and Level III exams of the Chartered Financial Analyst or Level I and Level II of the Chartered Alternative Investment Analyst (CAIA) program of studies, and are CAIA Members in good standing.

CPA Canada

Individuals who have passed the CPA finance elective in the 2015 onward PEP program (or a university course for which CPA Canada has provided an exemption for this elective) are exempt from CBV Institute’s Level 1 course, pending the successful completion of an online ethics and CBV Institute Practice Standards quiz.

Individuals who complete the two-part Valuation for Financial Reporting (VFR) certificate that is jointly offered by CPA Canada and CBV Institute will receive an exemption from CBV Institute’s Valuation for Financial Reporting elective course.

To inquire or apply for the exemption, please email education@cbvinstitute.com

To find out more about university programs CPA Canada has provided an exemption for, please visit https://www.cpacanada.ca/en/become-a-cpa/pathways-to-becoming-a-cpa/cpa-pep-admission-undergraduate-degree-holders/cpa-accredited-programs-at-psis/

University of Waterloo School of Accounting and Finance

Individuals who have completed the ACC 606 – Business Valuations course as part of their Masters in Accounting degree are exempt from the following courses in the CBV Institute Program of Studies:

Level I – Introductory Business Valuation  

Level II – Intermediate Business Valuation

McMaster University Strategic Business Valuation (SBV) Specialization Program

Individuals in McMaster University’s Strategic Business Valuation (SBV) specialization program who successfully complete V700 (Strategic Business Valuation) and V704 (Advanced Strategic Business Valuation) may challenge CBV Institute exams for Level I (Introductory Business Valuation) and Level II (Intermediate Business Valuation).

International Institute of Business Valuators (iiBV)

Individuals who have passed iiBV 101 – Principles of Business Valuations and iiBV 102 – Income Approach and the International Cost of Capital are exempt from the following course in the CBV Institute Program of Studies:

  • Level I – Introductory Business Valuation

Individuals who have passed iiBV 101 – Principles of Business Valuations, iiBV 102 Income Approach and the International Cost of Capital and iiBV 103 – Business Valuation Comprehensive Case Study are exempt from the following courses in the CBV Institute Program of Studies:

  • Level I – Introductory Business Valuation, and
  • Level II – Intermediate Business Valuation

iibv.org/program-overview/#accreditation

American Society of Appraisers (ASA)

Individuals with an ASA-BV designation are exempt from the following courses in the CBV Institute Program of Studies:

  • Level I – Introductory Business Valuation,
  • Level II – Intermediate Business Valuation, and
  • Level III – Advanced Business Valuation

http://www.appraisers.org/Accreditation/professional-education-equivalency

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