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

At CSI, the well-being of our valued learners and staff is our highest priority. Learn more about our response to COVID-19 and changes to our exam delivery format.

Building a Mutual Funds Advisory Practice (BMAP)

 

The following topics will be covered in the course:

  • Developing Your Mutual Fund Practice
  • Managing Your Mutual Fund Practice
  • Adhering to Professional Sales Practice Standards
  • Investment Management Process — Investment Management
  • Asset Allocation
  • Mutual Fund Selection — Traditional Mutual Fund Selection
  • Advanced Mutual Fund Selection Criteria
  • Mutual Fund Selection — How Mutual Funds Use Derivatives
  • Accumulation Products — Hedge Funds, PPNs, ABSs, ETFs, Segregated Funds and Life Cycle Funds
  • Deaccumulation Products — Income Generating Funds, GICs, MBSs, Annuities and Guaranteed Minimum Withdrawal Plans

What's Included:

  • Interactive resources including textbook material in PDF format
  • Online exercises that follow all readings
  • Online quiz at the end of each section
  • Action plan to reflect on readings and conceive how to put ideas into practice
Approximate Hours of Study**
Hours of Study 30 - 40 hours

** In order to provide some guidance to course participants as to the length of time it will take to be sufficiently prepared to write the final examination, CSI has prepared this estimate of the number of hours an average participant could possibly expect to spend studying for a course. Please note that these are only recommended hours of study developed based on research and our course content, however, this does not mean that some students with exceptional backgrounds would not take less time than recommended or that students with no background at all in finance or economics would not take longer than the maximum.

How you'll learn

This course is taught online and includes PDF textbook and online modules.

EXAM WEIGHTINGS
(weightings are approximate)
Your Mutual Fund Practice 28%
Investment Management & Mutual Fund Selection 32%
Accumulation Stage Products 25%
De-accumulation Stage Products 15%
Total 100%
EXAM INFORMATION
Number of Exams 1
Exam Format Proctored (remote or in person at a test centre)
Exam Duration 2 Hours
Question Format Multiple Choice
Questions Per Exam 75
Attempts Allowed Per Exam 3*
Passing Grade 60%
ENROLMENT PERIOD
Enrolment Period 1 year
COURSE COMPLETION NOTICE AND WALL CERTIFICATE

On successful completion of this course you will be able to download a Notice of Course Completion available through your student profile. This will remain on your profile as formal confirmation of course completion.

CSI will mail you a wall certificate within 4 - 6 weeks of course completion. Frames to display your certificate are available. Please ensure that your First and Last Name on your profile match your First and Last Name on your Government Issued Photo identification - this will ensure you receive an accurate certificate.

CSI will be pleased to issue an Honors Certificate to all student who obtain a final course mark of 85% or higher.

* The first attempt is included in the course enrolment fee. Further attempts incur fees.

†Please note: Access to your online materials will close 2 weeks after successful course completion or course expiry (whichever comes first). This course can be extended by 1 year provided you have not exceeded the attempts allowed  for each exam. You can view CSI extension fees here . Your enrolment period can only be extended one time.

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.