What will you learn about?

  • Developing Your Mutual Fund Practice
  • Managing Your Mutual Fund Practice
  • Adhering to Professional Sales Practice Standards
  • Investment Management Process — Investment Management
  • Asset Allocation
  • Mutual Fund Selection — Traditional Mutual Fund Selection
  • Advanced Mutual Fund Selection Criteria
  • Mutual Fund Selection — How Mutual Funds Use Derivatives
  • Accumulation Products — Hedge Funds, PPNs, ABSs, ETFs, Segregated Funds and Life Cycle Funds
  • Deaccumulation Products — Income Generating Funds, GICs, MBSs, Annuities and Guaranteed Minimum Withdrawal Plans

How will you learn?

CSI’s online learning system helps you meet your study goals. You’ll benefit from:

  • Interactive online resources including textbook material in PDF format
  • Online exercises that follow all readings
  • Online quiz at the end of each section
  • Action plan to reflect on readings and conceive how to put ideas into practice