Welcome to the fast-paced, competitive, and intricate world of investment management & Trading. It’s a place for self-starters, go-getters, and high achievers. People who love the numbers, and know how to deliver them. High-octane professionals who are ready to invest in themselves, to propel their career to the next level.
From stock markets, to bond markets, money markets, derivatives and alternative investments, today's investors and top employers are demanding that their financial services professionals have the specialized knowledge required to deliver superior returns while minimizing risk and maximizing regulatory compliance.
Career Success Factors
Investment Management & Trading in Canada
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Investment Advisor |
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Portfolio Manager |
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Investment Representative |
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Relationship Manager |
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Equity Trader |
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Fixed Income Trader |
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Wealth Manager |
Courses
Securities
- Canadian Securities Course (CSC)®
- Conduct and Practices Handbook Course (CPH)
- Investment Representative Training Program 30-day (IRT)
- Investment Advisor Training Program 90-day (IATP)
- Investment Management Techniques (IMT)
- Portfolio Management Techniques (PMT)
- Wealth Management Essentials (WME)
- Advanced Investment Strategies (AIS)
- New Entrants Course (NEC)
- Enhancing Client Relationships – CRM Phase 2
Derivatives
- Advanced Derivatives Market Strategies (ADMS)
- Derivatives Fundamentals Course (DFC)
- Derivatives Fundamentals and Options Licensing Course (DFOL)
- Futures Licensing Course (FLC)
- Options Licensing Course (OLC)
- Options Supervisors Course (OPSC)
- Canadian Commodity Supervisors Exam Course (CCSE)
Trading
- Trader Trading Course (TTC)
- Fixed Income Trading and Sales (FIT)
- Equity Trading and Sales (ETS)
- Technical Analysis Course (TAC) (NEW)
Mutual Funds
- Canadian Securities Course (CSC)®
- Investment Funds in Canada (IFC)
- The 90-Day MF Skills Builder
- Building a Mutual Funds Advisory Practice (BMAP)
- ETFs for Mutal Fund Representatives (ETFM)
Investors
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Credentials
