FP-Canada approved for 1 CE credit

The FP Canada CE Credit logo and QAFP marks are trademarks of FP Canada. CFP®, CERTIFIED FINANCIAL PLANNER® and are certification trademarks owned outside the U.S. by Financial Planning Standards Board Ltd. (FPSB). FP Canada is the marks licensing authority for the CFP marks in Canada, through agreement with FPSB.  

Course Description

Category Credits: 1 Product Knowledge Credit for FP Canada + 1 Professional Development Credit for MFDA

Derivatives are a type of investment which are a complex way of investing. To understand these strategies, this course will help yof1u with the purpose of clarity with reference to the different types of derivatives. First, we will discuss the general features of derivatives. Then, options are explained with reference to calls and puts. The various strategies for these options are described to understand how clients can get a benefit out of these types of investments. Then, forwards are discussed which are over the counter traded derivatives. In the next section we cover swaps and futures, which are exchanged traded relatives. In the last part of the course rights and warrants, which are discount coupons for shareholders, are elaborated.


Students must pass the final exam before a certificate will be issued.  

Sign up for the CE Subscription and get unlimited access to our FP Canada reviewed and approved CE courses.

Lead LLQP Instructor

Professor Adam (Aizad) Ahmad, MBA, MSc, LLQP

Earning his MBA in the UK, Adam holds many professional designations in finance to include: CSC, BCO, IFIC, LLQP, PFP, CPH, Real Estate and more.  Starting his career working for large financial institutions like Sun Life, Edward Jones, Scotiabank, and others, Adam followed his passion for education and moved on to teach life insurance and other financial certifications at various colleges in Ontario.

Now at PNC Learning, Adam helps us with our instructional design and LLQP pre-licensing and CE training.

Course curriculum

  • 1

    Video

    • FP Canada Disclaimer

    • Demystifying Derivatives Strategies for Investment Growth Video
  • 2

    Quiz

    • Demystifying Derivatives Strategies for Investment Growth Quiz

  • $120.00 / year

    $120.00 / yearFP Canada & MFDA CE Course Bundle

    Subscribe Now