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Officers’, Partners’, and Directors’ Course (OPD)

Officers’, Partners’, and Directors’ Course (OPD)

by | Jul 18, 2023

Officers’, Partners’, and Directors’ Course (OPD) The Officers’, Partners’, and Directors’ Course Exam is a regulatory requirement in National Instrument 31-103 for Chief Compliance Officers of mutual fund dealers, exempt market...
Investing in Alternative Mutual Funds and Hedge Funds

Investing in Alternative Mutual Funds and Hedge Funds

by | Jan 27, 2021

Investing in Alternative Mutual Funds and Hedge Funds The course material provides new registrants with the foundation needed to understand the fundamentals about alternative mutual funds and hedge funds. It is a bridge course for Dealing Representatives of mutual...
Canadian Deposits Self-Study Course (CDC)

Canadian Deposits Self-Study Course (CDC)

by | Feb 18, 2016

Canadian Deposits Self-Study Course (CDC) This course provides formal, standardized training to deposit brokers and financial professionals operating in the deposit-based and fixed income market. The program is designed to ensure individuals have solid industry...
Leveraging for Investments

Leveraging for Investments

by | Feb 16, 2016

Leveraging for Investments This course covers various aspects of leveraging, including insurance leveraging, in order for you to evaluate whether or not it is an appropriate strategy to suggest for your clients. Register Now Course Description Pricing Course...
Tax-Efficient Investing

Tax-Efficient Investing

by | Feb 15, 2016

Tax-Efficient Investing This practical course provides investors and their advisers with the tools they need to maximize the after-tax return on their investments. It will be useful to all investors, whether they hold investment funds, such as mutual funds and ETFs,...