CSI

at school(s) in San Antonio or delivered online/live/on-site/by e-learning

Derivatives (Online)
School/Trainer: CSI [All Courses]

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. ...

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The Investment Management Techniques (IMT) course is designed to provide the most current material available to help you build a solid foundation in investment analysis and portfolio management. Individual investors and professionals will gain a deeper understanding of portfolio management and investment analysis techniques. You’ll learn the applied skills that Portfolio and Money Mana......

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To gain the trust of clients and staff and comply with industry regulators, financial services professionals must practice within the highest ethical standards. This Module reviews the importance of ethics both for you as a practitioner and for your firm. It looks at ethical behaviour at different levels within an organization and how ethics should be implemented within it. Current regulations ......

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The key features of Segregated Funds are examined in this course, including their structure, disclosure requirements and tax considerations. Their similarity with mutual funds is addressed, along with other issues that may influence whether or not an investor should choose to purchase a segregated fund. Through this course, you’ll supplement your understanding of managed products and impro......

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Almost every activity in the securities industry involves some level of risk and every firm is exposed to general business risks in addition to specific risks that must be identified, assessed, managed and controlled in conjunction with its internal control structure. Understanding the various risks that your firm is exposed to, directly or indirectly, may impact how you do business with your c......

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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......

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