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<p><span>How to Study for the Canadian Investment Funds Course .................................................................... v</span></p><p><span>Unit 1: Regulatory Environment .......................................................................................................... 7</span></p><p><span>Lesson 1: Regulatory Bodies ....................................................................................................................... 7</span></p><p><span>Lesson 2: Regulations ................................................................................................................................ 13</span></p><p><span>Unit 2: Registrant Responsibilities ..................................................................................................... 21</span></p><p><span>Lesson 1: Ethics ......................................................................................................................................... 21</span></p><p><span>Lesson 2: Compliance ................................................................................................................................ 24</span></p><p><span>Lesson 3: Compliance Issues ..................................................................................................................... 29</span></p><p><span>Lesson 4: Registration Requirements ....................................................................................................... 38</span></p><p><span>Unit 3: Suitability .............................................................................................................................. 45</span></p><p><span>Lesson 1: Strategic Investment Planning .................................................................................................. 45</span></p><p><span>Lesson 2: Suitability Requirement ............................................................................................................ 49</span></p><p><span>Lesson 3: Know Your Client (KYC) ............................................................................................................. 51</span></p><p><span>Lesson 4: Know Your Product (KYP) .......................................................................................................... 59</span></p><p><span>Lesson 5: Assessing Suitability .................................................................................................................. 61</span></p><p><span>Unit 4: Economic Factors and Financial Markets ................................................................................ 67</span></p><p><span>Lesson 1: Economic Factors ...................................................................................................................... 67</span></p><p><span>Lesson 2: Financial Markets ...................................................................................................................... 72</span></p><p><span>Lesson 3: Canada's Financial System ........................................................................................................ 76</span></p><p><span>Unit 5: Types of Investments ............................................................................................................. 81</span></p><p><span>Lesson 1: Building Blocks of Mutual Funds ............................................................................................... 81</span></p><p><span>Lesson 2: Fixed Income Securities ............................................................................................................ 85</span></p><p><span>Lesson 3: Bonds ......................................................................................................................................... 90</span></p><p><span>Lesson 4: Equities .................................................................................................................................... 102</span></p><p><span>Lesson 5: Derivatives............................................................................................................................... 108</span></p><p><span><br></span></p><p><span>Unit 6: Types of Mutual Funds ......................................................................................................... 113</span></p><p><span>Lesson 1: Introduction to Mutual Funds ................................................................................................. 113</span></p><p><span>Lesson 2: Mutual Fund Categories .......................................................................................................... 116</span></p><p><span>Lesson 3: Conservative Mutual Funds .................................................................................................... 119</span></p><p><span>Lesson 4: Growth-oriented Mutual Funds .............................................................................................. 125</span></p><p><span>Lesson 5: Competitive Products.............................................................................................................. 134</span></p><p><span>Unit 7: Portfolio Management ......................................................................................................... 139</span></p><p><span>Lesson 1: The Portfolio Manager ............................................................................................................ 139</span></p><p><span>Lesson 2: Financial Analysis .................................................................................................................... 147</span></p><p><span>Lesson 3: Mutual Fund Performance and Risk ....................................................................................... 152</span></p><p><span>Unit 8: Mutual Funds Administration ............................................................................................... 163</span></p><p><span>Lesson 1: Mutual Fund Organization ...................................................................................................... 163</span></p><p><span>Lesson 2: Purchasing Mutual Funds ........................................................................................................ 168</span></p><p><span>Lesson 3: Redeeming Mutual Funds ....................................................................................................... 172</span></p><p><span>Lesson 4: Fee Structure ........................................................................................................................... 177</span></p><p><span>Lesson 5: Disclosure ................................................................................................................................ 186</span></p><p><span>Lesson 6: Account Types ......................................................................................................................... 191</span></p><p><span>Unit 9: Retirement .......................................................................................................................... 199</span></p><p><span>Lesson 1: Government and Employer Plans ........................................................................................... 199</span></p><p><span>Lesson 2: Registered Retirement Savings Plans ...................................................................................... 215</span></p><p><span>Lesson 3: Withdrawing from RRSPs ........................................................................................................ 225</span></p><p><span>Lesson 4: Locked-In Accounts ................................................................................................................. 235</span></p><p><span>Unit 10: Taxation ............................................................................................................................. 239</span></p><p><span>Lesson 1: Canadian Tax System .............................................................................................................. 239</span></p><p><span>Lesson 2: Taxation of Investment Income .............................................................................................. 250</span></p><p><span>Lesson 3: Taxation of Mutual Funds ....................................................................................................... 256</span></p><p><span>Unit 11: Making Recommendations ................................................................................................. 263</span></p><p><span>Lesson 1: Evaluating the Client ............................................................................................................... 263</span></p><p><span>Lesson 2: Selecting Mutual Funds ........................................................................................................... 270</span></p><p><span>Lesson 3: Asset Allocation ....................................................................................................................... 272</span></p><p></p><p><span>Lesson 4: Tax Efficient Strategies ............................................................................................................ 277</span></p><p><br></p><p><br></p>
Detailed Information
| Author: | IFSE Institute l'institut IFSE |
|---|---|
| Publication Year: | 2020 |
| Pages: | 279 |
| Language: | other |
| File Size: | 17.6889 |
| Format: | |
| Price: | FREE |
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