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School: CSI
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How Mutual Funds and Hedge Funds Use Derivatives
Course Format: Online
The last two decades have witnessed an explosive growth in derivatives, fuelled by volatile interest rates, exchange rates and equity prices, as well as financial deregulation and intensified competition among financial institutions. While derivatives have long been a key tool for hedge funds, a number of mutual funds also use derivatives to implement their investment mandate. You’ll b...
 

Hedge Fund Essentials for Financial Professional
Course Format: Online
Hedge funds are one of the fastest growing investment products in Canada with assets under management increasing almost six-fold since the late 1990s. Despite this popularity, many financial advisors are unsure about the suitability of hedge funds for their clients and how these products fit into their clients’ portfolios. This is because there are many different types of hedge fund strate...
 

Fixed-Income Investing
Course Format: Online
Fixed-income markets rallied back into favour during recent dips in the equities markets. This course gives investment advisors a timely refresher on bond market basics, and outlines advanced techniques for analyzing and trading these instruments. Following an overview of the Canadian fixed-income market, the course covers yield measures, time value, duration and convexity, before proceeding on...
 

Exchange-Traded Funds
Course Format: Online
This course examines the explosive growth in popularity of Exchange-Traded Funds (ETFs) in North America, which has mushroomed from a handful of funds in the early 1990s to more than 100 trading today. While they have similarities to index mutual funds and other index-linked investments, ETFs are traded on stock exchanges where prices fluctuate through the day. This course is designed to give I...
 

Equity Monetization
Course Format: Online
Affluent clients with significant holdings in a publicly-listed equity position are often faced with a difficult scenario. These large investments limit their liquidity and prevent optimal portfolio diversification. Often clients are unable to diversify without off-loading their investment and incurring large capital gains tax liabilities. The Equity Monetization Course will teach you how t...
 

Estate Planning
Course Format: Online
Estate planning should always be an important consideration in the management of an individual’s wealth. In this course, you will see how an estate plan can be designed to help clients meet beneficiaries’ needs, reduce costs associated with transferring wealth, and minimize taxes payable after death.
 

Covered Call Writing
Course Format: Online
Covered call writing is a popular investment strategy in many market conditions, but its benefits are often misunderstood. This course explains how covered call writing works and how it can fit into a broad spectrum of investing activities. You’ll review the basics of this strategy and work through an action plan in how to apply it.
 

Corporate Governance
Course Format: Online
To gain the trust of clients and staff and comply with industry regulators, financial services firms must practice within the highest ethical standards. Corporate Governance is the process and structure used to guide and direct the business affairs of corporations. This module reviews why a corporate governance system is important and how it is implemented within an organization. Corporate gove...
 

Broker Liability
Course Format: Online
This course explains what broker liability is and the contractual and fiduciary responsibilities of an Investment Advisor under common and civil law. It describes steps Advisors can take to protect themselves from legal action and what to do if a complaint or suit is filed.
 

Anti-Money Laundering
Course Format: Online
This course provides insight and understanding into money laundering and terrorist financing and steps that can be taken to detect and combat it. You’ll gain an overview of relevant Canadian regulations, general laundering techniques and techniques of specific concern to the securities industry. You’ll learn about preventative measures used to design and implement a compliance regime ...
 

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