Canadian Securities Institute, Moody's Analytics Training & Certification Services
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Principal–Protected Notes


Interest in principal–protected notes has soared with retail advisors and investors in recent years. By enrolling in and completing the Principal–Protected Notes CE Course, you'll obtain an overview of the nature and structure of these products and gain the knowledge required to advise your clients about their suitability.

You'll learn how principal-protected notes are structured, how they work, what factors affect their performance before and at maturity, their risks and fees, and how they fit into an investor's portfolio.

Interactive exercises are used throughout the course to enhance your learning experience. By the end of this course, you'll feel confident in advising your clients about principal-protected notes and when these products should be added to their portfolios.