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Segregated Funds

 

Lesson 1: Laying the Foundation

  • Introduction to Segregated Funds
  • Key Features
  • Convergence with Mutual Funds
  • Regulation
  • Structure
  • Administration

Lesson 2: Maturity Guarantees and Death Benefits

  • How Maturity Guarantees Work
  • Value of a Guarantee
  • Age Restrictions
  • Reset Dates
  • Death Benefits
  • The CompCorp Guarantee

Lesson 3: Segregated Fund Costs, Tax Considerations and Disclosure

  • Fees and Expenses
  • Tax Considerations
  • Disclosure
QUIZ FORMAT
Quiz Format Online
Question Format Multiple Choice
Questions Per Quiz 20
Passing Grade 60%*
Attempts Allowed Unlimited*
ENROLMENT PERIOD
Enrolment Period 6 months

* IMPORTANT: There is no maximum to the number of quiz attempts permitted, but only the first passing grade (60% or over) will appear on official web transcript.

Continuing Education (CE) Credits

Click the links below or the buttons at the top of the page on the right side to access CE accreditation information. To search for specific course information, press Ctrl + F and then enter the course name to search the document for the information you are interested in.

National/Provincial (Excluding Quebec)
Download CE Chart (PDF, 163 kb)

Quebec (IQPF/CSF)
Download IQPF/CSF Chart (PDF, 182 kb)

Please note: While CSI makes every effort to ensure that the information is up-to-date, we are unfortunately unable to fully guarantee its accuracy. The information listed in the charts above may be subject to change.

For details on the organizations and other information on CE Credits listed in the above charts, please click here.