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 Practice Management Credit for FP Canada + 1 Professional Development Credit for MFDA

This course will first cover the 8 points: Lunch and Learn, Publish Newsletters, Host a Seminar or Webinar, Reach out to Journalists, Send out Cards, Speak at Meetings, Professional Website, Sponsor Youth Sports.


Then we will review various types of marketing material that can help advisors generate leads and keep their current clients informed. These include Advisor Website, Video Studio, Email & social media marketing, Semi-custom website, Search engine marketing, Digital advertising, E-cards and custom emails, E-newsletters & market summaries, Print marketing & newsletters, Workshops, seminars, and webinars, and Intelligent Prospecting.


Other marketing ideas that will be reviewed are: Ditch the general messaging, Find your unique value proposition and flaunt it, Optimize your website for your ideal client persona, Personalize your online presence, Be a resource matchmaker, Understand your clients' goals and motivations, Use a public relations approach, Host your own 'genius bar, Embrace technology, Write a book, Work smarter, not harder, Measure the right things, Be consistent, Don't be afraid to invest more, Be an advocate for your community, Hire a professional, If it's not broken, don't fix it.


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

    • Marketing Tips for Financial Planners Video
  • 2

    Quiz

    • Marketing Tips for Financial Planners Quiz

  • $120.00 / year

    $120.00 / yearFP Canada & MFDA CE Course Bundle

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