Canadian Securities Institute, Moody's Analytics Training & Certification Services
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At CSI, the well-being of our valued learners and employees is our highest priority. Given the seriousness of the COVID-19 (Coronavirus) and the danger of contagion, effective March 16, 2020, we have suspended all in-person exams in Canada and internationally until further notice. Click here to read more about the precautionary actions we are taking during these difficult times.

Segregated Funds

 

IMPORTANT

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.