Terms with Tag Licensing

  • Branch Managers Course (BMC)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.
          • Chief Compliance Officer [Qualifying Examination] (CCO)Acronym, Canada,
            • Chief Financial Officer [Qualifying Examination] (CFO)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.
              • 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.
                • Future Licensing Course (FLC)Acronym, Canada,
                  • 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,
                    • New Entrants Course (NEC)Acronym, Canada,
                      • Options Licensing Course (OLC)Acronym, Canada,
                        • Options Supervisors Course (OPSC)Acronym, Canada,
                          • Partners, Directors & Officers Course (PDO)Acronym, Canada,
                            • Portfolio Management Techniques Course (PMT)Acronym, Canada,
                              • Trader Training Course (TTC)Acronym, Canada,
                                • Wealth Management Essentials (WME)Acronym, Canada,
                                  • A course in budgeting, saving and debt / risk management in relation to retirement planning, estate planning and annuity based financial products.
                                  A financial planning licensing course.
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