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What is a simplified prospectus?

What is a simplified prospectus?

Before a conventional mutual fund manufacturer can sell securities to investors, it must prepare several documents and file them with the appropriate securities regulator. One of those documents is the simplified prospectus. What is a conventional mutual fund? A...
Job opportunities in the financial services industry

Job opportunities in the financial services industry

According to a report authored by the Conference Board of Canada, the financial services industry accounts for 780,000 jobs or 6.8% of Canada’s gross domestic product (GDP). While Toronto is Canada’s largest financial hub, there are employment...
Introduction to capital markets

Introduction to capital markets

A very important area of the financial services industry is the capital markets. The capital markets are fundamental to the economy of the country. It promotes economic growth by providing corporations and governments access to capital which enables these...
Understanding segregated funds

Understanding segregated funds

Most people know the basic concept of how mutual funds work: a number of investors pool their money and then a portfolio manager invests these combined assets in a specific market, such as Canadian stocks, U.S. bonds, precious metals, etc. Among their many benefits,...
Case study: Practical training for the real world

Case study: Practical training for the real world

Featured students: David Berliner and Raphael Bouskila IFSE course: Exempt Market Proficiency Course (EMP) As financial markets become more complex, investors are seeking alternative strategies and new ways to generate portfolio returns. The exempt market has grown in...