FP-Canada approved for 1 CE credit

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Course Description

Category Credits: 1 Financial Planning Credit for FP Canada + 1 Professional Development Credit for MFDA

In this course, we will discuss the need for estate planning. Life insurance is money paid to the family on the death of a critical family member. We will discuss the need for two different insurance policies, known as permanent and term life. In permanent, there are further three types known as term 100, Whole Life, and Universal life. The need for business life and disability insurance is also quite evident and this course will describe the need for buy sell agreements, key person insurance, and business overhead insurance.


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

    • Product knowledge For Estate Planning Video
  • 2

    Quiz

    • Product knowledge For Estate Planning Quiz

  • $120.00 / year

    $120.00 / yearFP Canada & MFDA CE Course Bundle

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