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: 0.5 Financial Planning & 0.5 Practice Management Credit for FP Canada + 0.5 Professional Development & Business Conduct - Non-Ethics Credit for MFDA

Successful advisors have various traits and skills that make them exceed performance of others. They have a combination of expertise related to client engagement, asking discovery questions, gathering information, data analysis, plan creation, and computer skills. They deal with many external partners such as private banking, insurance, trust, estate planning, and tax advisors. They manage internal partners and use their skills to give the right advice. This course helps to understand the desired skills and how to enhance them. How to create a goal-oriented plan, with the proper information is provided. The advisor must also be skilled at social media account management. They must follow compliance rules for various social media channels to avoid issues.


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

    • Skills Enhancement To Become A Better Financial Advisor Video
  • 2

    Quiz

    • Skills Enhancement To Become A Better Financial Advisor Quiz

  • $120.00 / year

    $120.00 / yearFP Canada & MFDA CE Course Bundle

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