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).
This course is a practical introduction to financial and accounting concepts that will equip you to make decisions based on financial information as a leader of organization.
Certified Management Accountants Accelerated Program (CMAAP) provided opportunities for internationally educated accounting professionals to re-enter into meaningful employment in their fields.
Increase your job options with the combined Accounting and Payroll Administration program. Qualify to become an accounting technician, bookkeeper, payroll clerk or financial officer. Graduate in just 10 months, internship included.
In our free Pre-Apprenticeship Training Programs, you will upgrade your skills, get access to real on-site experience, and build important connections in the industry.
you will learn about the accounting equation and the five categories involved in every business (Assets, Liabilities, Owner’s Equity, Revenue and Expenses).
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