Expand your knowledge of portfolio management and tax planning strategies. Learn about the yield curve, derivatives, portfolio risk-return, financial markets, segregated funds, and also tax implications of residency, income splitting, attribution rules, and the taxation of trusts and businesses.
Expand your knowledge of portfolio management and tax planning strategies. Learn about the yield curve, derivatives, portfolio risk-return, financial markets, segregated funds, and also tax implications of residency, income splitting, attribution rules, and the taxation of trusts and businesses.
In this course, you will also learn how to organize, evaluate and analyze the client’s financial information to design and implement a comprehensive financial plan.
Who Should Enrol?
What Will You Learn About?
Syllabus:
The Canadian Securities Institute (CSI) has been setting the standard for excellence in lifelong education for financial professionals since 1970. CSI is part of Moody’s Analytics, which offers education programs and credentials in Canada and around the world.
Our experience training over 800,000 global professionals makes us the preferred partner for individuals, financial institutions, and regulators internationally. Our expertise extends across the financial services spectrum to include securities and portfolio management, retail banking, trust, and insurance, financial planning and high-net-worth wealth management.
CSI is endorsed by numerous Canadian regulators, including the Canadian Investment Regulatory Organization (CIRO), the provincial securities regulators (Canadian Securities Administrators) and the Canadian Insurance Services Regulatory Organizations (CISRO).
Since 2005, SCS has partnered with award-winning instructor and CBC business commentator Michael Hlinka to offer Passing the CFA® preparation courses, designed to prepare you for the CFA® Level I, II, and III Examinations.
This course provides students with an understanding of the double-entry system of bookkeeping and provides the essential accounting tools for the workplace. The course is especially beneficial for students planning to take a computer accounting program or use computer accounting in the workplace.
In this course, students are introduced to QuickBooks and its features. As students progress through the course, they will become familiar with the QuickBooks interface and learn how to perform common tasks using QuickBooks.
Learn how to perform daily accounting tasks including: working with Customers Centre, Employee Centre, and Vendor Centre; writing cheques, transferring money between accounts, and reconciling accounts; working with asset, liability, and equity accounts.
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