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

Licensed advisors must understand the various types of mutual funds and their performance. This course first tells the advantages and disadvantages of mutual funds. It tells how mutual funds are formed and controlled. The organization of a mutual fund is described, as well as how they are regulated. The documents for disclosure are elaborated in this course. The important feature of a fund fact is reviewed. The elements of a prospectus are explained. First, the conservative mutual funds are informed, then the riskier mutual funds. The factors which determine mutual funds' performance are provided with examples. The benchmark indexes and comparisons universe are explained. The factors on which mutual funds are selected are tabulated and elaborated.  


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

Sign up for the CE Subscription and get unlimited access to our FP Canada reviewed and approved 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

    Video

    • FP Canada Disclaimer

    • Understanding Mutual Fund Types and Performance Video
  • 2

    Quiz

    • Understanding Mutual Fund Types and Performance Quiz

  • $120.00 / year

    $120.00 / yearFP Canada & MFDA CE Course Bundle

    Subscribe Now