Canadian Securities Course CSC Part 2 Exam Preparation

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.

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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.