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.
Lecture 2: Chapter 14: Company Analysis
Chapter 15: Introduction to the Portfolio Approach
Chapter 16: The Portfolio Management Process
Chapter 17: Mutual Funds: Structure and Regulation
Chapter 18: Mutual Funds: Types and Features
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20CSC2 - Mutual Funds: Structure and Regulation 1
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21CSC2 - Mutual Funds: Structure and Regulation 2
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22CSC2 - Mutual Funds: Structure and Regulation 3
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23CSC2 - Mutual Funds: Structure and Regulation 4
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24CSC2 - Mutual Funds: Structure and Regulation 5
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25CSC2 - Mutual Funds: Structure and Regulation 6
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26CSC2 - Mutual Funds: Structure and Regulation 7
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27CSC2 - Mutual Funds: Structure and Regulation 8
Chapter 19: Exchange-Traded Funds
Chapter 20: Other Managed Products
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35CSC2 - Exchange-Traded Funds 1
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36CSC2 - Exchange-Traded Funds 2
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37CSC2 - Exchange-Traded Funds 3
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38CSC2 - Exchange-Traded Funds 4
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39CSC2 - Exchange-Traded Funds 5
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40CSC2 - Exchange-Traded Funds 6
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41CSC2 - Exchange-Traded Funds 7
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42CSC2 - Exchange-Traded Funds 8
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43CSC2 - Exchange-Traded Funds 9
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44CSC2 - Exchange-Traded Funds 10
Chapter 21: Structured Products
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45CSC2 - Other Managed Products 1
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46CSC2 - Other Managed Products 2
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47CSC2 - Other Managed Products 3
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48CSC2 - Other Managed Products 4
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49CSC2 - Other Managed Products 5
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50CSC2 - Other Managed Products 6
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51CSC2 - Other Managed Products 7
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52CSC2 - Other Managed Products 8
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53CSC2 - Other Managed Products 9
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54CSC2 - Other Managed Products 10