Featured Product
Get CSC® Study Tools worth $205 FREE until November 30
Featured Product
Better understand your clients' unique financial needs and goals to build positive client relationships with the CFSA.
Featured Product
FSRA has approved the Personal Financial Planner (PFP®) designation for Financial Planner title use in Ontario.
Featured Product
Explore different roles and opportunities available in the financial services industry and view the recommended courses and credentials.
Featured Product
Explore continuing education courses and meet your requirements for CSI, CIRO, CSF and other professional associations or certifications.
Featured Product
Get started with the Personal Financial Services Advice (PFSA) course to enhance your soft skills and build profitable client relationships.
Featured Product
Explore different roles and opportunities available in the financial services industry and view the recommended courses and credentials.
Featured Product
Take the first step towards meeting your career goals.
Featured Product
Write your exam through Remote Proctoring from any location (including your home) or In-Person at one of our test centres.
Featured Product
Meet the highest standards of experience & education for financial professionals with CSI certificates, designations & fellowship.
Featured Product
Join an elite group of leaders in financial services and make a meaningful impact for your clients with the Fellow of CSI (FCSI®).
Featured Product
Master financial planning skills with the ISO and FSRA-certified Personal Financial Planner (PFP®) designation.
Featured Product
Learn how to manage money on a discretionary basis for sophisticated clients with Chartered Investment Manager (CIM®).
Featured Product
Establish your credibility to address the unique needs of affluent clients with Certified International Wealth Manager (CIWM).
Featured Product
Featured Product
Gain expertise in the regulations and tax implications that are crucial for management and transfer of wealth with MTI®.
Featured Product
Talent Pro connects organizations with qualified and licensed candidates to fill active opportunities in the banking industry.
Featured Product
Talent Pro connects organizations with qualified and licensed candidates to fill active opportunities in the banking industry.
Featured Product
During Financial Literacy Month we aim to help Canadians understand their finances better & navigate the changing economic landscape.
Featured Product
CSI Podium offers designation holders opportunities to speak on topics to benefit their clients, colleagues, and the investing public via webinars.
Featured Product
FSRA has approved the Personal Financial Planner (PFP®) designation for Financial Planner title use in Ontario.
Featured Product
FSRA has approved the Personal Financial Planner (PFP®) designation for Financial Planner title use in Ontario.
You will learn how to:
The course features are:
In this module, we focus on the use of private placements in the securities markets. First, we explain how they differ from the public markets, and then we describe the various private placement structures available in the marketplace. We also describe the steps involved in getting private placements to market. Finally, you will learn about the key issues and post-issuance requirements you need to consider when working with clients in this market.
In this module, we discuss alternative investments. We look at how alternative investments differ from the traditional asset classes and how commodities, real estate, farmland, timber, infrastructure, and collectibles can function as alternative assets in a diversified portfolio. We also explain how to invest in commodities through futures and futures options, and finally, we examine the role of private equity as an alternative investment.
In this course, we focus on alternative strategies and the investment vehicles that are available to access these strategies. We explain how alternative strategies can fit into a client portfolio, we outline the due diligence steps for evaluating alternative funds, and we identify the tools used to measure performance.
In this module, you will learn about the erosive effect that taxes, inflation, and transaction costs can have on investors’ savings. You will also learn about the strategies and assets investors can use to reduce the impact of those impediments to wealth accumulation. We discuss several tax-aware portfolio management strategies and explain the features of different assets that can be used to reduce taxes and transaction costs and hedge against inflation.
In this module, you will learn about some basic risks that investors and advisors should be aware of. We explain how investment risk can be measured, and we describe various strategies and investment products that can be used to reduce it.
In this module, you will learn about the theory on which international investing is based, along with the different global equity markets and the major international equity benchmarks. We also discuss the advantages and disadvantages of international investing and describe the types of investment vehicles that can be used. Furthermore, we describe the skills advisors should have to invest successfully in the international markets. Finally, we discuss asset allocation analysis in the context of an increasingly close positive correlation between the international markets.
In this module, we discuss portfolio solution programs that offer clients a disciplined approach to designing, monitoring, and rebalancing portfolios while allowing advisors to concentrate their efforts on identifying and monitoring client needs. We describe the main categories of these programs and the role they play in client portfolios. We also discuss the active role advisors must take in allocating assets. You will learn about fee structures, selection criteria, and tax considerations for portfolio solutions, along with the methods used to monitor and evaluate their performance. Finally, you will learn about the growing field of overlay management and the changes it has brought about in the investment landscape.