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 Product Knowledge Credit for FP Canada + 1 Professional Development Credit for MFDA

The following structured products are described:

•Principal-protected notes 

•Bank-issued debt security with returns linked to an equity index, mutual fund, exchange- traded fund (ETF), or basket of stocks 

•Derivatives, fixed income 

•Market-linked GICs 

•Bank-issued debt security with returns linked to an equity index, mutual fund, ETF, or basket of stocks 

•Derivatives, fixed income 

•Split shares 

•Equity securities with separate claims on the dividend and capital cash flow from a holding of underlying stocks 

•Dividend-paying stocks 

•Mortgage-backed securities 

•Medium- to long-term bond with equal claim on the principal and interest cash flows from a pool of mortgages 

•Residential or commercial mortgages 

•Asset-backed securities 

•Short- to medium-term bond with equal claim on the principal and interest cash flows from a pool of receivables 

•Consumer loans (home equity, student, auto, and credit card)


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

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Student Reviews

5 star rating

excellent basic knowledge update

Gabor Lupkovics

great

great

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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

    • Structured Products for Investment
  • 2

    Quiz

    • Structured Products for Investment Quiz

  • $120.00 / year

    $120.00 / yearFP Canada & MFDA CE Course Bundle

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