Finance & AccountingFinance Cert & Exam Prep

Canadian Securities Course CSC® Part 2 Exam Preparation

Portfolio management, mutual funds, ETFs, other securities, taxation, and client management

Description

This course covers the CSC2 Canadian Securities Course (CSI) Part 2. It explains the concepts in an easy to understand manner.

PART 2:

13. Fundamental and Technical Analysis

14. Company Analysis

15. Introduction to the Portfolio

16. The Portfolio Management Process

17. Mutual Funds: Structure and Regulation 

18. Mutual Funds: Types and Feature

19. Exchange-Traded funds

20. Other Managed Products

21. Structured Products

22. Canadian Taxation

23. Fee-Based Accounts

24. Working with the Retail Client

25. Working with the Institutional Client

Check out our course on CSC part 1 on Udemy too!

Disclaimer:

The trade-marks AFP, BCO, CSI, CSC, CPH, DFOL, FP1, FP2, FPSU, IFC, NEC, OLC, PFP, PFSA, WME, Wealth Management Essentials, Branch Compliance Officer, Canadian Securities Course, Conduct and Practices Handbook Course, Investment Fund in Canada, New Entrants Course, Wealth Management Essentials, Personal Financial Services Advice Reading, Financial Planning 1, Financial Planning 2, Financial Planning Supplement, Applied Financial Planning, and Personal Financial Planner are owned by the Canadian Securities Institute (CSI®). The Canadian Securities Institute (CSI®) does not sponsor, license or necessarily recommend these notes, videos and study material for any of its courses. Dazia Consulting Inc. is an independent supplier of educational services. Exam preparation materials are not sponsored by any other industry organization.

Who this course is for:

  • Enrolled in the CSC exam
  • Day traders and investors

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