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Description

This course covers the CSC2 Canadian Securities Course (CSI) Part 2, building on the foundational knowledge from Part 1. It explains advanced concepts in an easy-to-understand manner, ensuring a smooth learning experience. With clear explanations and practical examples, this course is designed to help you master the material and excel in your exam.
Disclaimer:
This course is a continuation of our Canadian Securities Course CSC PART 1 Exam Preparation course. Completion of Part 1 is recommended for a thorough understanding of the material presented in this course.
Our Stats and Reviews:
Average course rating of 3.96
97% of responses say the learning had valuable information
94% of responses say explanations of concepts are clear
91% of responses say delivered on expectations
PART 2 OVERVIEW:
13. Fundamental and Technical Analysis
14. Company Analysis
15. Introduction to the Portfolio
16. The Portfolio Management Process
17. Mutual Funds: Structure and Regulation 
18. Mutual Funds: Types and Feature
19. Exchange-Traded funds
20. Other Managed Products
21. Structured Products
22. Canadian Taxation
23. Fee-Based Accounts
24. Working with the Retail Client
25. Working with the Institutional Client
Check out our course on CSC part 1 on Udemy too!
Disclaimer:
The trade-marks AFP, BCO, CSI, CSC, CPH, DFOL, FP1, FP2, FPSU, IFC, NEC, OLC, PFP, PFSA, WME, Wealth Management Essentials, Branch Compliance Officer, Canadian Securities Course, Conduct, and Practices Handbook Course, Investment Fund in Canada, New Entrants Course, Wealth Management Essentials, Personal Financial Services Advice Reading, Financial Planning 1, Financial Planning 2, Financial Planning Supplement, Applied Financial Planning, and Personal Financial Planner are owned by the Canadian Securities Institute (CSI). The Canadian Securities Institute (CSI) does not sponsor, license, or necessarily recommend these notes, videos, and study material for any of its courses. Dazia Consulting Inc. is an independent supplier of educational services. Exam preparation materials are not sponsored by any other industry organization.
Who this course is for:
Enrolled in the CSC exam
Day traders and investors

What you'll learn

Prepare for the Canadian Securities Course (CSC) Exam/Certification

Investments, stocks, bonds, mutual funds, portfolio management,

Portfolio management,

Financial statements, financial planning

Working with the Retail Client vs. Working with the Institutional Client

Canadian Taxation

Fundamental and Technical Analysis vs. Company Analysis

Requirements

  • You will need a copy of Adobe XD 2019 or above. A free trial can be downloaded from Adobe.
  • No previous design experience is needed.
  • No previous Adobe XD skills are needed.

Course Content

27 sections • 95 lectures
Expand All Sections
1-Lecture 1: Chapter 13: Fundamental and Technical Analysis
6
1.1-CSC2 - Fundamental and Technical Analysis - 0
1.2-CSC2 - Fundamental and Technical Analysis - 1
1.3-CSC2 - Fundamental and Technical Analysis - 2
1.4-CSC2 - Fundamental and Technical Analysis - 3
1.5-CSC2 - Fundamental and Technical Analysis - 4
1.6-CSC2 - Fundamental and Technical Analysis - 5
2-Lecture 2: Chapter 14: Company Analysis
6
2.1-CSC2 - Company Analysis - 1
2.2-CSC2 - Company Analysis - 2
2.3-CSC2 - Company Analysis - 3
2.4-CSC2 - Company Analysis - 4
2.5-CSC2 - Company Analysis - 5
2.6-CSC2 - Company Analysis - 6
3-Chapter 15: Introduction to the Portfolio Approach
4
3.1-CSC2 - Introduction to the Portfolio Approach - 1
3.2-CSC2 - Introduction to the Portfolio Approach - 2
3.3-CSC2 - Introduction to the Portfolio Approach - 3
3.4-CSC2 - Introduction to the Portfolio Approach - 4
4-Chapter 16: The Portfolio Management Process
3
4.1-CSC2 - The Portfolio Management Process 1
4.2-CSC2 - The Portfolio Management Process 2
4.3-CSC2 - The Portfolio Management Process 3
5-Chapter 17: Mutual Funds: Structure and Regulation
8
5.1-CSC2 - Mutual Funds: Structure and Regulation 1
5.2-CSC2 - Mutual Funds: Structure and Regulation 2
5.3-CSC2 - Mutual Funds: Structure and Regulation 3
5.4-CSC2 - Mutual Funds: Structure and Regulation 4
5.5-CSC2 - Mutual Funds: Structure and Regulation 5
5.6-CSC2 - Mutual Funds: Structure and Regulation 6
5.7-CSC2 - Mutual Funds: Structure and Regulation 7
5.8-CSC2 - Mutual Funds: Structure and Regulation 8
6-Chapter 18: Mutual Funds: Types and Features
7
6.1-CSC2 - Types of Mutual Funds 1
6.2-CSC2 - Types of Mutual Funds 2
6.3-CSC2 - Types of Mutual Funds 3
6.4-CSC2 - Types of Mutual Funds 4
6.5-CSC2 - Types of Mutual Funds 5
6.6-CSC2 - Types of Mutual Funds 6
6.7-CSC2 - Types of Mutual Funds 7
7-Chapter 19: Exchange-Traded Funds
10
7.1-CSC2 - Exchange-Traded Funds 1
7.2-CSC2 - Exchange-Traded Funds 2
7.3-CSC2 - Exchange-Traded Funds 3
7.4-CSC2 - Exchange-Traded Funds 4
7.5-CSC2 - Exchange-Traded Funds 5
7.6-CSC2 - Exchange-Traded Funds 6
7.7-CSC2 - Exchange-Traded Funds 7
7.8-CSC2 - Exchange-Traded Funds 8
7.9-CSC2 - Exchange-Traded Funds 9
7.10-CSC2 - Exchange-Traded Funds 10
8-Chapter 20: Other Managed Products
10
8.1-CSC2 - Other Managed Products 1
8.2-CSC2 - Other Managed Products 2
8.3-CSC2 - Other Managed Products 3
8.4-CSC2 - Other Managed Products 4
8.5-CSC2 - Other Managed Products 5
8.6-CSC2 - Other Managed Products 6
8.7-CSC2 - Other Managed Products 7
8.8-CSC2 - Other Managed Products 8
8.9-CSC2 - Other Managed Products 9
8.10-CSC2 - Other Managed Products 10
9-Chapter 21: Structured Products
5
9.1-CSC2 - Structured Products 1
9.2-CSC2 - Structured Products 2
9.3-CSC2 - Structured Products 3
9.4-CSC2 - Structured Products 4
9.5-CSC2 - Structured Products 5
10-Chapter 22: Canadian Taxation
7
10.1-CSC2 - Canadian Taxation 1
10.2-CSC2 - Canadian Taxation 2
10.3-CSC2 - Canadian Taxation 3
10.4-CSC2 - Canadian Taxation 4
10.5-CSC2 - Canadian Taxation 5
10.6-CSC2 - Canadian Taxation 6
10.7-CSC2 - Canadian Taxation 7
11-Chapter 23: Fee-Based Accounts
5
11.1-CSC2 - Fee-Based Accounts
11.2-CSC2 - Fee-Based Accounts 2
11.3-CSC2 - Fee-Based Accounts 3
11.4-Fee-Based Accounts 4
11.5-Fee-Based Accounts 5
12-Chapter 24: Working with the Retail Client
6
12.1-CSC2 - Working with the Retail Client 1
12.2-CSC2 - Working with the Retail Client 2
12.3-CSC2 - Working with the Retail Client 3
12.4-CSC2 - Working with the Retail Client 4
12.5-CSC2 - Working with the Retail Client 5
12.6-CSC2 - Working with the Retail Client 6
13-Chapter 25: Working with the Institutional Client
9
13.1-CSC - Working with the Institutional Client 1
13.2-CSC - Working with the Institutional Client 2
13.3-CSC - Working with the Institutional Client 3
13.4-CSC - Working with the Institutional Client 4
13.5-CSC - Working with the Institutional Client 5
13.6-CSC - Working with the Institutional Client 6
13.7-CSC - Working with the Institutional Client 7
13.8-CSC - Working with the Institutional Client 8
13.9-CSC - Working with the Institutional Client 9