Canadian Securities Institute, Moody's Analytics Training & Certification Services
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Segregated Funds



As of January 2nd, 2020 this course will no longer be available for sale.

The key features of Segregated Funds are examined in this course, including their structure, disclosure requirements and tax considerations. Their similarity with mutual funds is addressed, along with other issues that may influence whether or not an investor should choose to purchase a segregated fund. Through this course, you'll supplement your understanding of managed products and improve the quality of your investment decisions for both your clients and your personal portfolio.