Canadian Securities Institute, Moody's Analytics Training & Certification Services
Mobile Menu

Segregated Funds

 

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.

Help us improve our website by providing some feedback on your experience.

Take Survey