BM (Branch Managers’ Course): A self-study program offered by the Investment Funds Institute of Canada (IFIC) which provides managers with information to ensure that the business activities of a branch comply with both the organization’s policies and provincial securities commission regulations.
BMC (Branch Managers Course): A self-study course offered by the Canadian Securities Institute that prepares senior financial professionals for the challenges of running a branch office. BMC meets regulatory requirements and provides the skills and knowledge that branch managers require to effectively supervise staff and branch activities.
CIFC (Canadian Investment Funds Course): A self-study program offered by the Investment Funds Institute of Canada (IFIC), covering the role of the salesperson, Economic & Financial Environment, Mutual Funds, Portfolio Management, Taxation, Pensions and Competitive Products. The CIFC is typically taken by bank and trust company advisors, mutual fund representatives, professional accountants, insurance agents, business students and individual investors.
CSC (Canadian Securities Course): A self-study program offered by the Canadian Securities Institute, covering the financial service industry, fixed income securities, equities, mutual funds, derivatives, factors influencing market process of securities, and the economy. The CSC is typically taken by bank and trust company advisors, mutual fund advisors, professional accountants, insurance agents, business students, and individual investors.
DFC (Derivatives Fundamentals Course): A self-study course offered by the Canadian Securities Institute that provides students with an overview of how futures and options work, how they are priced and how to choose an appropriate strategy for clients or a personal portfolio.
OPD (Officers’ Partners’ and Directors’ Course): A self- study program offered by the Investment Funds Institute of Canada (IFIC), which provides policy and regulatory knowledge that is needed to understand the Securities and Compliance requirements of a province or territory.
PDO (Partners, Directors and Senior Officers Course): A self-study course offered by the Canadian Securities Institute that helps senior management comprehend and deal with the complex issues and responsibilities associated with the management of an investment firm.
PFPC (Professional Financial Planning): A self-study course offered by the Canadian Securities Institute that helps students gain a thorough understanding of financial planning issues and investment management.
Technical Analysis: Helps public investors and financial professionals learn how to determine probable future price trends through the analysis of historical market information. Compliments fundamental analysis and helps improve the quality of investment decisions. Available as a self-study course and individual modules or through in-class seminars by the Canadian Securities Institute.