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: Financial Planning    1

This FP Canada-Approved CE course covers:

  • Financial Planning Fundamentals

  • Budgeting & Home Expense Management

  • Managing Costs and Daily Savings

  • Estate Planning

  • Life and Health Insurance

  • Disability & Critical Illness Insurance

  • Debt and Credit Management

  • Improving Credit History

  • Saving and Investing

  • Retirement Income Planning

  • Emergency Fund Planning

  • Registered Savings Plans (RRSP, TFSA)

  • Education Savings (RESP)

  • Investment Vehicles and Asset Classes

  • Setting SMART Financial Goals

  • Housing and Home Ownership

  • Banking Tips and Tools

  • Summary and Wrap-Up

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

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More Student Reviews

5 star rating

excellent basic knowledge update

Gabor Lupkovics

great

great

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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

    • Financial Planning Basics For The Family

  • 2

    Quiz

    • Financial Planning Basics Quiz

    • Note on Retakes

  • $120.00 / year

    $120.00 / yearFP Canada & MFDA CE Course Bundle

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