This course covers the CSC2 Canadian Securities Course (CSI) Part 2. It explains the ideas in a straightforward to grasp method.


13. Elementary and Technical Evaluation

14. Firm Evaluation

15. Introduction to the Portfolio

16. The Portfolio Administration Course of

17. Mutual Funds: Construction and Regulation 

18. Mutual Funds: Varieties and Characteristic

19. Alternate-Traded funds

20. Different Managed Merchandise

21. Structured Merchandise

22. Canadian Taxation

23. Charge-Primarily based Accounts

24. Working with the Retail Consumer

25. Working with the Institutional Consumer

Take a look at our course on CSC half 1 on Udemy too!


The trade-marks AFP, BCO, CSI, CSC, CPH, DFOL, FP1, FP2, FPSU, IFC, NEC, OLC, PFP, PFSA, WME, Wealth Administration Necessities, Department Compliance Officer, Canadian Securities Course, Conduct and Practices Handbook Course, Funding Fund in Canada, New Entrants Course, Wealth Administration Necessities, Private Monetary Providers Recommendation Studying, Monetary Planning 1, Monetary Planning 2, Monetary Planning Complement, Utilized Monetary Planning, and Private Monetary Planner are owned by the Canadian Securities Institute (CSI®). The Canadian Securities Institute (CSI®) doesn’t sponsor, license or essentially advocate these notes, movies and research materials for any of its programs. Dazia Consulting Inc. is an impartial provider of instructional companies. Exam preparation supplies will not be sponsored by some other business group.

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