Terms with Category Course
- Advanced Estate Planning and Trust Strategies (AETS) — Acronym, Canada,
- Advanced Investment Strategies (AIS) — Acronym, Canada,
- Advanced Retirement Management Strategies (ARMS) — Acronym, Canada,
- Applied Financial Planning (AFP) — Acronym, Canada,
- Branch Managers Course (BMC) — Acronym, Canada,
- Building Relationships with Small Business Clients (BRSB) — Acronym, Canada,
- Canadian Commodity Supervisors Exam Course (CCSE) — Acronym, Canada,
- Canadian Insurance Course (CIC) — Acronym, Canada, ➥ Course developed for insurance agents, financial planners, independent insurance brokers or dual-licensed advisors.
- Canadian Insurance Course - Fast Track (CICT) — Acronym, Canada, ➥ Prerequisite for Life License Qualification Program (LLQP).
- Canadian Securities Course (CSC) — Acronym, Canada,
- Offers studies and analysis on Canadian marketplace and its economy focusing on fixed-income securities, segregated / hedge funds, and equity transactions.
➥ An investment management course recognized by the Canadian Securities Institute. - Certificate of Financial Crime Analysis (CFCA) — Acronym, ➥ Course studying fraud prevention & detection as well as anti money laundering.
- Chief Compliance Officer [Qualifying Examination] (CCO) — Acronym, Canada,
- Chief Financial Officer [Qualifying Examination] (CFO) — Acronym, Canada,
- Commodities as Investment (CAI) — Acronym, Canada,
- Conduct and Practices Handbook (CPH) — Acronym, Canada,
- A study in understanding the rules, regulations, practices and ethics for investment advisors or representatives.
➥ An investment advisor course. - Consumer Credit and Mortgage Advice (CCMA) — Acronym, Canada,
- Derivatives Fundamentals and Options Licensing Course (DFOL) — Acronym, Canada,
- Derivatives Fundamentals Course (DFC) — Acronym, Canada,
- An overview of derivatives, futures, exchanged-traded options and swaps.
➥ A derivatives sales course. - Diploma in Investigative & Forensic Accounting (DIFA) — Acronym,
- Estate and Trust Administration (ETA) — Acronym, Canada,
- Estate and Trust Asset Management (ETM) — Acronym, Canada,
- Financial Markets Risk Management Course (FRM) — Acronym, Canada,
- Financial Planning Supplement (FPSU) — Acronym, Canada,
- Future Licensing Course (FLC) — Acronym, Canada,
- Home Inspection Program (HIP) — Acronym,
- Investment Funds in Canada (IFC) — Acronym, Canada,
- Provides in-depth studies in mutual funds, investment products and portfolios.
➥ A financial planning and wealth management course. - Investment Management Techniques (IMT) — Acronym, Canada,
- Offers in-depth studies in investment policies, risk tolerance, securities, international investing and managed products.
➥ An investment management course needed to receive a CIM designation. - Investment Representative Training Program (IRT) — Acronym, Canada,
- Life License Qualification Program (LLQP) — Acronym, Canada, ➥ Prerequisite for provincial insurance regulator's licensing exam.
- New Entrants Course (NEC) — Acronym, Canada,
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Advanced Estate Planning an... -
Advanced Investment Strategies
Advanced Investment Strategies
