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: 2 Practice Management Credits for FP Canada + 1 Professional Development Credit & 1 Business Conduct - Ethics Credits for MFDA

Licensed insurance advisors can provide the clients the right advice with reference to insurance products. Many investment planners are also dual licensed. Even when not licensed, financial advisors discuss retirement planning and estate planning aspects and insurance is a key tool.  

A general introduction to life insurance products, and which type of insurance product to advise in various situations. It is essential to advise the right product to meet the client needs, otherwise there will be compliance issues. If a permanent insurance is advised where a term policy is suitable, there may be compliance issues. Situations to use term insurance are provided. 

The compliance issues regarding outside activity, conflict of interest, and reportable outside activity are detailed. 

The various types of term insurance are reviewed, as well as terminology and features, and compliance issues. 

The cost aspects of term insurance are rationalized. An explanation of what are the different factors which affect term insurance pricing is provided.

The riders and options with term insurance are explained. These are the extra optional features which can be added onto the main policy.

Term insurance is recommended in various situations with an example of needs analysis. If needs analysis is not conducted when advising a term insurance, there may be compliance 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

    • Term Life Insurance Compliance Issues Video
  • 2

    Quiz

    • Term Life Insurance Compliance Issues Quiz

  • $120.00 / year

    $120.00 / yearFP Canada & MFDA CE Course Bundle

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