Portfolio Management CE Course
Reviewed and approved by FP Canada for 1 CE Credit + 1 MFDA CE Credit
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Category Credits: 1 Financial Planning Credit for FP Canada + 1 Professional Development Credit for MFDA
This FP Canada-Approved CE course covers:
Students must pass the final exam before a certificate will be issued.
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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.
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Portfolio Management Video
Portfolio Management Quiz