FP-Canada approved for 1 CE credit

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Course Description

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

Fixed income Products include bonds, T-Bills, money market, preferred shares, strip bonds, and other such types of products which pay a fixed return. The basic concepts of the regular bond are described with reference to coupon, trust deed, and yield concepts. The different features of bonds are described such as the pricing, duration, volatility, yield, term to maturity, and liquidity are described. Various types of bonds such as convertible, retractable, extendable, and features such as sinking fund are elaborated. Government of Canada and corporate bond types are reviewed. The calculations for current yield and yield to maturity formulas are covered with examples for clarity. 

The second part of the course covers the concepts of stocks and shares. Common and preferred shares are elaborated. Dividend features are listed. Stock splits and consolidation are illustrated with examples. Preferred shares features and types are covered. The stock indexes and averages are contrasted. Equity transactions of long and short as well as types of equity transactions are elaborated with examples.


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

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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

    • Fixed Income and Stocks Video
  • 2

    Quiz

    • Fixed Income and Stocks Quiz

  • $120.00 / year

    $120.00 / yearFP Canada & MFDA CE Course Bundle

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