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This course, preceded by Canadian Securities 1, is meant to assist students in preparing for investment and/or financial planning careers in the financial services industry. On completion of each course, students who register with the CSI and purchase the "Required Text" (additional fee required) will be eligible to sit examinations set by the CSI for licensing purposes. Students who do not wish to register and write the licensing exams should proceed through the course using the "Alternate Resource" text.
In this second course, students will build upon their knowledge of financing alternatives and examine financing instruments from an investor's perspective. They will analyse and compare commonly available investment products and their features. They will further examine financial markets and their regulatory structures. Students will also study taxation implications for investors and will look into portfolio management.