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: 0.5 Financial Planning & 0.5 Practice Management for FP Canada + 0.5 Professional Development & 0.5 Business Conduct - Ethics Credit for MFDA

This course covers information regarding the FAQ about planning your estate, making your will and planning your estate, being an estate representative and settling the estate, and giving the power of attorney. Estate planning is the process by which an individual plans to pass on his or her wealth, including investments and life insurance, upon death to a chosen person(s), with the goal of: Preserving and/or enhancing the value of the estate to the extent possible, ensuring delivery of the intended amounts to the appropriate persons; and minimizing taxes, where possible. 


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

    • Fundamentals of Estate Planning Video
  • 2

    Quiz

    • Fundamentals of Estate Planning Quiz

  • $120.00 / year

    $120.00 / yearFP Canada & MFDA CE Course Bundle

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