Canadian Securities Course (CSC) Part 2 Preview

Sample of Chapters 17 & 18 from CSC2
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Prepare for the Canadian Securities Course CSC Exam/Certification
Portfolio Management
Financial Statements, Financial Planning
Investments, stocks, bonds, mutual funds, portfolio management

Requirements

  • Basic math such as percentages, algebra, ratios and calculation

Description

This introduction exam preparation videos cover the topics in both the CSI course IFIC and also IFSE course IFC. The following topics and chapters are covered in this course:

Chapter 17:  Mutual Funds: Structure and Regulation

Chapter 18: Mutual Funds: Types and Features

To access our full CSC1 (8 hours course) and CSC2 (10 hours course), enroll in our course on Udemy and check out our other courses.

The videos are narrated with PDF summary slides that describe the topics in an easy-to-understand manner. The reference book is 444 pages and has a lot of detail. This summary of the course focuses on the main aspects expected in the exam and the knowledge required to provide clients with a high level of knowledge and experience.

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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 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.

Who this course is for:

  • Enrolled in the CSC exam
  • Day Traders and investors

Instructor

Aizad Adam Ahmad
  • 4.3 Instructor Rating
  • 261 Reviews
  • 9,553 Students
  • 19 Courses

Currently, Professor at a major College & University in Ontario, Canada.

Previous experience includes work at the major Financial Firms in Canada as a Financial Advisor for over 10 years.

Also attained certifications in Project Management and Six Sigma quality improvement. Managed projects in firms in Canada for 5 years to improve efficiency using six sigma tools.

Undertook R&D, quality and operations management in food processing companies for 10 years in international firms.

Qualified with MBA (UK), MSc, PMP

I've been teaching the certification courses for over 10 years. Some courses I provide guidance on:

My expertise is to help you pass the financial courses:

1. Canadian Securities Course CSC,

2. Conduct Practices Handbook CPH,

3. Canadian Insurance Course CIC,

4. Life insurance license LLQP,

5. Investment Funds in Canada IFIC

6. Six Sigma Green Belt certification

7. Project Management (PMP)

8. ASQ QCM/OE Exam

9. Computer skills such as Google, Microsoft, Excel  Word, Onedrive etc.

I explain the formulas and math in simple ways. I have been working in the financial industry in insurance, banking, food manufacturing, and investments and thus can provide practical experience also. 


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