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 Institute

Individuals who have passed Level I, Level II and Level III exams of the Chartered Financial Analyst Program are exempt from the requirement to complete two elective courses in CBV Institute’s Program of Studies.

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. This exemption request must be submitted prior to registering for the Level I 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/

McGill University School of Continuing Studies

Individuals who have successfully completed McGill University courses noted below are eligible for exemption from the corresponding CBV Institute courses.

Students may apply for such exemptions on a course-by-course basis, or when they have completed all six McGill University courses and are applying to write CBV Institute’s Membership Qualification Exam.

McGill University Course

Introductory Business Valuation (YCBS 230)

Intermediate Business Valuation (YCBS 231)

Advanced Business Valuation (YCBS 232)

Special Topics in Business Valuation (YCBS 233)

Litigation Support in Business Valuation (YCBS 234)

Private Company Finance (YCBS 235)

Introduction to Valuation for Financial Reporting (YCBS 236)

BV Institute Course Exemption

Level I – Introductory Business Valuation

Level II – Intermediate Business
Valuation

Level III – Advanced Business Valuation

Level IV – Special Topics in Business Valuation

Litigation Support in Business Valuation

Corporate Finance

Valuation for Financial Reporting

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). If such Individuals are successful, they will be exempt from Levels I and II.

Individuals must successfully challenge these exams before the end of the third calendar year after completing V700 and V704.

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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