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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