FP-Canada approved for 1 CE credit

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Course Description

Category Credits: Financial Planning    1

This course explains the features of mutual funds. The advantages, disadvantages, types, tax issues, and redemption plans are reviewed. Segregated funds are explained with reference to the guarantees, taxes, features and disclosure. Then other products are described, namely hedge funds, labor sponsored venture funds, closed ended funds, income trusts and listed private equity funds.


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

    • Investment Products Overview Video
  • 2

    Quiz

    • Investment Products Overview Quiz

  • $120.00 / year

    $120.00 / yearFP Canada & MFDA CE Course Bundle

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