Sample of Chapters 17 & 18 from CSC2
What you will learn
Prepare for the Canadian Securities Course CSC Exam/Certification
Portfolio Management
Financial Statements, Financial Planning
Investments, stocks, bonds, mutual funds, portfolio management
Description
This introduction exam preparation videos cover the topics in both the CSI course IFIC and also IFSE course IFC. The following topics and chapters are covered in this course:
Chapter 17:Â Mutual Funds: Structure and Regulation
Chapter 18: Mutual Funds: Types and Features
To access our full CSC1 (8 hours course) and CSC2 (10 hours course), enroll in our course on Udemy and check out our other courses.
The videos are narrated with PDF summary slides that describe the topics in an easy-to-understand manner. The reference book is 444 pages and has a lot of detail. This summary of the course focuses on the main aspects expected in the exam and the knowledge required to provide clients with a high level of knowledge and experience.
==================================================================================
Disclaimer: The trade-marks AFP, BCO, CSI, CSC, CPH, DFOL, FP1, FP2, FPSU, IFC, NEC, OLC, PFP, PFSA, WME, Wealth Management Essentials, Branch Compliance Officer, Canadian Securities Course, Conduct, and Practices Handbook Course, Investment Fund in Canada, New Entrants Course, Wealth Management Essentials, Personal Financial Services Advice Reading, Financial Planning 1, Financial Planning 2, Financial Planning Supplement, Applied Financial Planning, and Personal Financial Planner are owned by the Canadian Securities Institute (CSI®). The Canadian Securities Institute (CSI®) does not sponsor, license, or necessarily recommend these notes and study material for any of its courses. Dazia Consulting Inc. is an independent supplier of educational services. Exam preparation materials are not sponsored by any other industry organization.
Content