CSI
Montreal, Toronto, Canada
http://www.csi.ca/

Derivatives

The Derivatives Fundamentals Course (DFC) introduces derivatives and explains how they are used by investors and corporations. This course is ideal for professionals interested in expanding their skills and offering derivatives expertise to their clients, or for investors who want to become active in this complex but exciting market. ...
 

The Financial Markets Risk Management Course covers derivatives techniques and tools used to control interest rate, currency and equity risk associated with doing business in today’s turbulent financial markets. ...
 

Most people look forward to retirement. But when the day finally comes, many discover they are not so well prepared financially. This course focuses on being organized in retirement, on how to retire efficiently from a business and/or partnership and on tax planning strategies. As a financial professional, you will gain a better understanding of your clients’ options for accessing their mo......
 

One question you may often hear as a financial professional is: "When I retire, will I have enough money to live the lifestyle I would like?" Of course, retirement means different things to different people. Some clients dream of a lifestyle of leisure while others hope to pare-back and devote their time to volunteer work. This course provides a thorough look at sources of retirement ......
 

This course takes you through the principles of modern portfolio theory and the benefits of diversification and drafting an optimal asset mix for investors. You’ll get an overview of the mechanism and merits of using active investment strategies in the quest for additional returns, by both individual and professional investors. Finally, you’ll learn the detailed process of measuring a......
 

The Individual Pension Plans CE Course offers a comprehensive overview of a popular alternative to traditional RRSPs. The course will give you a solid understanding of how Individual Pension Plans can help specific high income individuals grow their retirement assets more quickly. IPPs are custom-designed to suit the needs of high income individuals. Compared to traditional plans such as R......
 

The last two decades have witnessed an explosive growth in derivatives, fuelled by volatile interest rates, exchange rates and equity prices, as well as financial deregulation and intensified competition among financial institutions. While derivatives have long been a key tool for hedge funds, a number of mutual funds also use derivatives to implement their investment mandate. You’ll b......
 

Hedge funds are one of the fastest growing investment products in Canada with assets under management increasing almost six-fold since the late 1990s. Despite this popularity, many financial advisors are unsure about the suitability of hedge funds for their clients and how these products fit into their clients’ portfolios. This is because there are many different types of hedge fund strate......
 

Fixed-income markets rallied back into favour during recent dips in the equities markets. This course gives investment advisors a timely refresher on bond market basics, and outlines advanced techniques for analyzing and trading these instruments. Following an overview of the Canadian fixed-income market, the course covers yield measures, time value, duration and convexity, before proceeding on......
 

This course examines the explosive growth in popularity of Exchange-Traded Funds (ETFs) in North America, which has mushroomed from a handful of funds in the early 1990s to more than 100 trading today. While they have similarities to index mutual funds and other index-linked investments, ETFs are traded on stock exchanges where prices fluctuate through the day. This course is designed to give I......
 

Affluent clients with significant holdings in a publicly-listed equity position are often faced with a difficult scenario. These large investments limit their liquidity and prevent optimal portfolio diversification. Often clients are unable to diversify without off-loading their investment and incurring large capital gains tax liabilities. The Equity Monetization Course will teach you how t......
 

Estate planning should always be an important consideration in the management of an individual’s wealth. In this course, you will see how an estate plan can be designed to help clients meet beneficiaries’ needs, reduce costs associated with transferring wealth, and minimize taxes payable after death. ...
 

Covered call writing is a popular investment strategy in many market conditions, but its benefits are often misunderstood. This course explains how covered call writing works and how it can fit into a broad spectrum of investing activities. You’ll review the basics of this strategy and work through an action plan in how to apply it. ...
 

To gain the trust of clients and staff and comply with industry regulators, financial services firms must practice within the highest ethical standards. Corporate Governance is the process and structure used to guide and direct the business affairs of corporations. This module reviews why a corporate governance system is important and how it is implemented within an organization. Corporate gove......
 

This course explains what broker liability is and the contractual and fiduciary responsibilities of an Investment Advisor under common and civil law. It describes steps Advisors can take to protect themselves from legal action and what to do if a complaint or suit is filed. ...
 

This course provides insight and understanding into money laundering and terrorist financing and steps that can be taken to detect and combat it. You’ll gain an overview of relevant Canadian regulations, general laundering techniques and techniques of specific concern to the securities industry. You’ll learn about preventative measures used to design and implement a compliance regime ......
 

CSI is the exclusive provider of this required course, designed to ensure that Chief Financial Officers (CFOs) in the securities industry demonstrate their required level of proficiency in financial reporting rules. This course guides CFOs and prospective CFOs in the securities industry to understand regulatory requirements and prepare to take the Chief Financial Officers Qualifying Exam mandat......
 

The Chief Compliance Officers Qualifying Examination is the only course that comprehensively covers the non-financial compliance domain. This self study course will strengthen your understanding of regulation and give you the competencies to help create and maintain a culture of compliance in your organization. Current and future Chief Compliance Officers (CCOs) are expected to be required to t......
 

Developed exclusively by CSI, the Investment Advisor Training Program significantly enhances a firm’s internal training program by adding comprehensive content that helps its staff gain the practical knowledge and skills required to work effectively in an advisory or sales capacity within the securities industry. Newly enhanced and updated after an internal program review and to reflec......
 

This course is tailored for member firms of the Investment Dealers Association to fulfil the 30-day training requirement for new Investment Representatives joining the company. Course components follow a timeline and are designed to be taught under the employer’s supervision. The program ensures that new hires acquire the practical skills needed to deal with customers in a discount brokera......
 

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