Course Information
Registration period
Year-round Recruitment
Course Level
Study Mode
Duration
10 Hour(s) 2 Minute(s)
Language
English
Taught by
Aizad Adam Ahmad
Rating
Course Overview
CSC course will launch your career in the financial sector in Canada
This course covers the CSC2 Canadian Securities Course (CSI) Part 2, building on the foundational knowledge from Part 1. It explains advanced concepts in an easy-to-understand manner, ensuring a smooth learning experience. With clear explanations and practical examples, this course is designed to help you master the material and excel in your exam.
Disclaimer: This course is a continuation of our Canadian Securities Course CSC PART 1 Exam Preparation course. Completion of Part 1 is recommended for a thorough understanding of the material presented in this course.
Our Stats and Reviews:
Average course rating of 3.96
97% of responses say the learning had valuable information
94% of responses say explanations of concepts are clear
91% of responses say delivered on expectations
PART 2 OVERVIEW:
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.
Course Content
- 13 section(s)
- 86 lecture(s)
- Section 1 Lecture 1: Chapter 13: Fundamental and Technical Analysis
- Section 2 Lecture 2: Chapter 14: Company Analysis
- Section 3 Chapter 15: Introduction to the Portfolio Approach
- Section 4 Chapter 16: The Portfolio Management Process
- Section 5 Chapter 17: Mutual Funds: Structure and Regulation
- Section 6 Chapter 18: Mutual Funds: Types and Features
- Section 7 Chapter 19: Exchange-Traded Funds
- Section 8 Chapter 20: Other Managed Products
- Section 9 Chapter 21: Structured Products
- Section 10 Chapter 22: Canadian Taxation
- Section 11 Chapter 23: Fee-Based Accounts
- Section 12 Chapter 24: Working with the Retail Client
- Section 13 Chapter 25: Working with the Institutional Client
What You’ll Learn
- Prepare for the Canadian Securities Course (CSC) Exam/Certification, Investments, stocks, bonds, mutual funds, portfolio management,, Portfolio management,, Financial statements, financial planning, Working with the Retail Client vs. Working with the Institutional Client, Canadian Taxation, Fundamental and Technical Analysis vs. Company Analysis
Reviews
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CCary Williams
You provide very good value and insight, simplifying things.
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SSarfaraz Ahmed
Volume 2 is old version and need to be updated. Two most important chapters are completely missing
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JJohnson S Nishant
Great companion videos for the exams along with the original book. Couple of chapters and elements have been added in 2023. Hope they are updated. I would also recommend couple of videos showing the calculations of aspects like front load charges instead of just explaining the calculation. Overall, it helped me a lot while preparing for the exam during time when I couldn't stand looking at the book anymore. Thank you.
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GGeorge Bourolias
This course is outdated and not easy to follow long. Too much time was wasted with the intros and sign-offs
