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 Financial Planning Credit for FP Canada + 1 Professional Development Credit for MFDA

Licensed advisors must understand the various types of Financial Statements and use them when advising their clients. The companies may have issued stocks, bonds, or other securities. The securities may be an investment in a mutual fund, segregated fund or other pooled investment. The statement of financial position provides detail of the company assets, liabilities and equity. The statement of comprehensive income provides the income, expenses and profit situation. The changes in equity and cash flow statements provide more information about the company finances. The financial ratios provide a means of comparing similar companies. The interpretation of the company situation based on the figures and investment decisions is provided in this course. 


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

    • Using Financial Statements for Investment Advice Video
  • 2

    Quiz

    • Using Financial Statements for Investment Advice Quiz

  • $120.00 / year

    $120.00 / yearFP Canada & MFDA CE Course Bundle

    Subscribe Now