Comprehensive guide on Futures Trading and Leverage including margin requirements, leverage effects, and safety considerations in futures trading.
Learn everything about warrants in this comprehensive guide: their characteristics, valuation, and advantages, along with essential definitions and key takeaways.
An in-depth guide to understanding the Short Form Prospectus System in Canada, including its uses, conditions, and distinctions from the long form prospectus.
A thorough examination of Industries Life Cycle stages: Emerging Growth, Growth, Maturity, and Decline. Understand how each stage affects industry performance, companies involved, and investment valuation.
Understanding the key differences and applications of technical analysis and fundamental analysis in investment strategies.
An introductory chapter on the portfolio approach, where key techniques to analyze and measure portfolio risk and return are explored, along with management styles in equity and fixed-income portfolios.
In-depth understanding of passive management, detailing indexing and buy-and-hold strategies for Canadian Securities Course certification prep.
Learn about different equity manager styles used in investment management: growth, value, and sector rotation. Discover each style’s approach, risks, and suitable investor profiles.
Learn about factors to consider when recommending mutual fund investments, including portfolio holdings, risk and reward, management styles, withdrawal methods, tax implications, and evaluating performance against benchmarks in Canadian regulations.
Comprehensive analysis and detailed comparison of mutual fund types based on their risk and return profiles, catering to diverse investment objectives of the Canadian investing public.
Comprehensive guide to specialty funds in the Canadian Securities Course certification exam, covering types, characteristics, risks, and benefits of specialty funds.
Comprehensive guide on target-date funds including definitions, functionality, examples, FAQs and key formats for Canadian Securities Course exam preparation.
Understand the tax implications of redeeming mutual fund shares, including distributions, capital gains, and the adjusted cost base in this section.
This section provides a summary of the key concepts covered in Chapter 18 concerning mutual funds, including categories, management styles, tax implications, withdrawal plans, performance measurement, and evaluation standards.
Learn about alternative investments, including their categories, benefits, risks, and structural features. Discover how these investments can enhance portfolio performance.
Learn about Alternative Mutual Funds (Liquid Alts) in Canada, their benefits, regulations, key differences from conventional mutual funds and hedge funds, and the investment landscape in various countries.
Explore the structure, advantages, and disadvantages of Funds of Hedge Funds (FoHF) and Liquid Alternative Funds, understanding their role within Canadian investment portfolios.
Comprehensive overview of Exchange-traded Funds (ETFs) regulations, features, and comparative benefits in the context of the Canadian Securities Course.
Comprehensive guide to understanding relative value strategies including equity market-neutral strategies, convertible arbitrage, and fixed-income arbitrage. Key concepts, examples, FAQs, and detailed methodologies are explored for effective trading.
In-depth exploration of directional investment strategies including long/short equity, global macro, emerging markets, dedicated short bias, and managed futures strategies. This chapter covers essential concepts, examples, mathematical calculations, and advantages and considerations.
Learn about Registered Retirement Income Funds (RRIF), including their features, rules for withdrawals, tax implications, and investment options.
A comprehensive guide to Separately Managed Accounts (SMAs) for Canadian investors. Understand the benefits, management structures, and roles of sub-advisors and overlay managers.
Learn the essential six-step financial planning process including establishing client-advisor relationships, collecting data, analyzing information, recommending strategies, implementing plans, and conducting periodic reviews.
Comprehensive guide for understanding the determinants of interest rates, including factors such as demand and supply, default risk, foreign interest rates, central bank policies, and inflation.
Overview of the role of fiscal and monetary policy in investment decisions, highlighting the responsibilities of the federal government and the Bank of Canada.
Learn how to calculate the yield on a Treasury Bill (T-bill) which trades at a discount and matures at par. This guide provides the formula, detailed explanations, and an example calculation.
Understand the relative impact of yield changes on bond pricing. This section details how percentage changes in yield affect bond prices more significantly when rates are lower and explains the asymmetrical effects of yield increases and decreases.
An in-depth guide to understanding convertible preferred shares, their characteristics, benefits, and how they differ from straight preferred shares.
Learn about the benefits of closed-end funds, including portfolio diversification, unique investment strategies, focus on long-term gains, and lower management fees.
