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 Financial Planning Credit for FP Canada + 1 Professional Development Credit for MFDA

This FP Canada-Approved CE course covers:

  • Paths to become a Portfolio Manager or Chartered Investment Manager
  • Active and passive portfolio management
  • Risk and return of portfolios and rate of return calculations
  • Different types of risk in portfolios, and risk measurement using indicators such as beta, and alpha
  • Calculation of portfolio returns
  • The impact of correlation between securities
  • The bottom up and top-down approach to active management
  • Index and buy and hold strategies 
  • The seven steps in the portfolio management process


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

Sign up for the CE Subscription and get unlimited access to our FP Canada reviewed and approved CE courses.

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

    • Portfolio Management Video
  • 2

    Quiz

    • Portfolio Management Quiz

  • $120.00 / year

    $120.00 / yearFP Canada & MFDA CE Course Bundle

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