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Canadian Securities Course (CSC) Volume 1
Canadian Securities Course (CSC) Volume 1
Module 1 - The Canadian Investment Marketplace
Module 1 - The Canadian Investment Marketplace
Lesson 1 - The Canadian Securities Industry
Topics covered:
• Overview of the Canadian Securities Industry
• The Investment Dealer's Role as a Financial Intermediary
• Financial Intermediaries Other than Investment Dealers
• Financial Market Trends
Lesson 2 - The Capital Market
Topics covered:
• Investment Capital
• The Financial Instruments
• The Financial Markets
Lesson 3 - The Canadian Regulatory Environment
Topics covered:
• The Regulators
• Regulation and Supervision
• Remediation
• Ethical Standards in the Financial Services Industry
In Class: $299.99
Online: $99.99
In Class: $299.99
Online: $99.99
Module 2 - The Economy
Module 2 - The Economy
Lesson 4 - Overview of Economics
Topics covered:
• Defining Economics
• Measuring Economic Growth
• Business Cycle
• The Labour Market
• The Role of Interest Rates
• The Impact of Inflation
• International Finance and Trade
Lesson 5 - Economic Policy
Topics covered:
• Fiscal Policy
• The Bank of Canada
• Monetary Policy
• The Challenges of Government Policy
In Class: $199.99
Online: $99.99
In Class: $199.99
Online: $99.99
Module 3 - Investment Products
Module 3 - Investment Products
Lesson 6 - Fixed-Income Securities: Features and Types
Topics covered:
• The Fixed-Income Marketplace
• The Basic Features and Terminology of Fixed-Income Securities
• Government of Canada Securities
• Provincial and Municipal Government Securities
• Types of Corporate Bonds
• Other Fixed-Income Securities
• How to Read Bond Quotes and Ratings
Lesson 7 - Fixed-Income Securities: Pricing and Trading
Topics covered:
• Calculating Price and Yield of a Bond
• Term Structure of Interest Rates
• Fundamental Bond Pricing Properties
• Bond Market Trading
• Bond Indexes
Lesson 8 - Equity Securities: Common and Preferred Shares
Topics covered:
• Common Shares
• Preferred Shares
• Stock Indexes and Averages
Lesson 9 - Equity Securities: Equity Transactions
Topics covered:
• Cash Accounts and Margin Accounts
• Margin Account Transactions
• Trading and Settlement Procedures
• How Securities Are Bought and Sold
Lesson 10 - Derivatives
Topics covered:
• The Role of Derivatives
• Types of Underlying Assets
• The Users of Derivatives
• Options
• Forwards and Futures
• Rights and Warrants
In Class: $499.99
Online: $249.99
In Class: $499.99
Online: $249.99
Module 4 - The Corporation In Class: $199.99
Lesson 11 - Corporations and their Financial Statements Online: $99.99
Topics covered:
• Corporations and Their Structure
• Financial Statements of a Corporation
• The Annual Report
• Public Company Disclosures and Investor Rights
• Forwards and Futures
• Takeover Bids and Insider Trading
Lesson 12 - Financing and Listing Securities
Topics covered:
• Government and Corporate Finance
• The Corporate Financing Process
• Bringing Securities to the Market
• Other Methods of Distributing Securities to the Public
• The Listing Process
Canadian Securities (CSC) Volume 2
Canadian Securities (CSC) Volume 2
Module 5 - Investment Analysis
Module 5 - Investment Analysis
Lesson 13 - Fundamental and Technical Analysis
Topics covered:
• Methods of Equity Analysis
• Fundamental Macroeconomic Analysis
• Fundamental Industry Analysis
• Technical Analysis
Lesson 14 - Company Analysis
Topics covered:
• Performing Company Analysis
• Interpreting Financial Statements
• Analyzing Financial Ratios
• Assessing Preferred Share Investment Quality
In Class: $199.99
Online: $99.99
In Class: $199.99
Online: $99.99
Module 6 - Portfolio Analysis
Module 6 - Portfolio Analysis
Lesson 15 - Introduction to the Portfolio Approach
Topics covered:
• Risk and Return
• Relationship Between Risk and Return in a Portfolio
• The Portfolio Manager Styles
Lesson 16 - The Portfolio Management Process
Topics covered:
• The Portfolio Management Process
• Step 1: Determine Investment Objectives and Constraints
• Step 2: Design an Investment Policy Statement
• Step 3: Develop the Asset Mix
• Step 4: Select the Securities
• Step 5: Monitor the Client, the Market, and the Economy
• Step 6: Evaluate Portfolio Performance
• Step 7: Rebalance the Portfolio
In Class: $199.99
Online: $99.99
In Class: $199.99
Online: $99.99
Module 7 - Analysis of managed and structured products
Module 7 - Analysis of managed and structured products
Lesson 17 - Mutual Funds: Structure and Regulation
Topics covered:
• Overview of Managed Products
• Overview of Mutual Funds
• Pricing Mutual Fund Units
• Mutual Fund Regulation
• Other Forms and Requirements
• The Know Your Client Rule
• Requirements For Opening and Updating an Account
Lesson 18 - Mutual Funds: Types and Features
Topics covered:
• Types of Mutual Funds
• Fund Management Styles
• Redemption of Mutual Fund Units or Shares
• Measuring Mutual Fund Performance
Lesson 19 - Exchange-Traded Funds
Topics covered:
• The Regulation and Structure of Exchange-Traded Funds
• Key Features of Exchange-Traded Funds
• The Various Types of Exchange-Traded Funds
• The Risks of Investing in Exchange-Traded funds
• Comparing Exchange-Traded Funds and Mutual Funds
• Taxation of Investors in Exchange-Traded Funds
• Investment Strategies Using Exchange- Traded Funds
• Other Related Products
Lesson 20 - Other Managed Products
Topics covered:
• Segregated Funds
• Hedge Funds
• Labour-Sponsored Venture Capital Corporations
• Closed-End Funds
• Income Trusts
• Listed Private Equity
Lesson 21 - Structured Products
Topics covered:
• Overview of Structured Products
• Principal-Protected Notes
• Market-Linked Guaranteed Investment Certificates
• Split Shares
• Asset-Backed Securities
In Class: $499.99
Online: $249.99
In Class: $499.99
Online: $249.99
Module 8 - Working with the client In Class: $399.99
Lesson 22 - Canadian Taxation Online: $199.99
Topics covered:
• The Canadian Taxation System
• Capital Gains and Losses
• Tax Deferral and tax-free Plans
• Tax Planning Strategies
Lesson 23 - Fee-Based Accounts
Topics covered:
• Overview of Fee-Based Accounts
• Managed Fee-based Accounts
• Non-Managed Fee-based Accounts
Lesson 24 - Working with the Retail Client
Topics covered:
• The Financial Planning Approach
• The Life Cycle Hypothesis
• Ethics and the Advisor's Standards of Conduct
Lesson 25 - Working with the Institutional Client
Topics covered:
• The Sell Side and the Buy Side of the Market
• The Responsibilities of a Buy-Side Portfolio Manager and Trader
• The Organizational Structure of a Sell-Side Trading Firm
• The Revenue Sources for Sell-Side Trading Firms
• Institutional Clearing and Settlement
• Roles and Responsibilities in the Institutional Market
• Investment Styles, Guidelines, and Restrictions