Course Description

Segregated funds is a key product line for life insurance agents.  Understand the ins and outs of this product and advise your clients better with this accredited CE course.

This continuing education (CE) course includes:

  1. Intro to Seg Funds
  2. Types of segregated funds & investments
  3. Disclosures and fund facts
  4. Features of Seg Funds (ie. maturity guarantee and death benefits)
  5. Fees
  6. Role of the insurance agent in Seg Funds contracts

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

Sign up for the CE Subscription and get unlimited access to our LLQP 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

    Segregated Funds CE Video

    • Segregated Funds Video

  • 2

    Segregated Funds CE Quiz

    • Segregated Funds Quiz

  • $149.00 / year

    $149.00 / yearLife + A&S Insurance Continuing Education (CE Credit) Bundle

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