Introduction CSC Certificate Course Outline
 
Course Description:
This course not only provides an overview of the Canadian financial services industry and investment products, but also develops your ability to analyze and select investment products for yourself. Topics include: fixed income investment, equities and derivatives, mutual funds and hedge funds, retirement planning, estate planning and the portfolio management, etc. This course helps to develop a thorough, practical understanding of personal financial management as a skill that students can use in careers in Canadian financial institutions, especially at the retail level.
Total: 40 hours
Table of Contents:


Session 1:
Capital Markets and Financial Services
  • Investment Capital
  • Financial Instruments
  • Financial Intermediaries
  • Chartered Banks
  • Regulatory Organizations
 
Session 2:
The Canadian Economy
  • Overlook of Canadian Economy
  • Economic Theories
  • Fiscal Policy
  • Monetary Policy
 
Session 3:
Corporations and their Financial Statements
  • Canadian Business Structures
  • Fundamental of Balance Sheet
  • Fundamental of the Earnings Statement
  • Fundamental of the Retained Earnings Statement
 
Session 4:
Fixed-Income Securities
  • Overview of Fixed-Income Investment
  • Features of Bonds
  • Bond Pricing Principles
 
Session 5:
Equities
  • Common Shares
  • Preferred Shares
  • Short Selling of Equities
  • Trading Equity Orders
  • Stock Indexes and Averages
 
 
Session 6:
Derivatives
  • Introduction of Derivative
  • Options
  • Forwards
  • Rights and Warrants
 
Session 7:
Analyzing Markets and Products
  • Fundamental Industry Analysis
  • Fundamental Company Analysis
  • Financial Statements Analysis
  • Fundamental of Valuation Models
 
Session 8:
The Portfolio Management
  • The Process of Portfolio Management
  • Asset Mix
  • Investment Policy Statement
  • Monitoring and Evaluating Portfolio performance
 
Session 9:
Mutual Funds
  • Introduction of Mutual Funds
  • Mutual Funds Regulations
  • Types of Mutual Funds
 
Session 10:
Other Managed Accounts and Products
  • Segregated Funds
  • Closed-End Funds
  • Labour-Sponsored Venture Capital Corporations
  • Income Trusts
 
Session 11:
Hedge Funds
  • Introduction of Hedge Funds
  • Hedge Fund Strategies
 
Session 12:
Financial Planning and Taxation
  • The fundamentals of Financial Planning
  • Tax planning

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