Explore the phenomenal growth and intricacies of various derivative instruments. Learn about the impact of market volatility, financial deregulation, and advances in technology on derivatives. Understand the role of derivatives in portfolios for institutional and retail investors.
Discover the classification of industries by their reaction to economic cycles: cyclical, defensive, and speculative. Learn how these classifications affect investment strategy and stock valuation.
Learn the principles and methodologies of combining securities in a portfolio to optimize risk and return in the Canadian Securities Course.
Learn the essentials of portfolio management, including flexibility, asset allocation, and key theories and practices that impact investment decisions.
Comprehensive guide on Leveraged ETF Strategy including investment strategies, risk measures, due diligence, and suitability for investors.
Discover how closed-end funds serve as an effective vehicle for alternative investment strategies, their regulatory framework, and future prospects in the Canadian market.
Comprehensive guide on advisor-managed accounts in the Canadian Securities Course. Understand the benefits, types, and tax implications of advisor-managed accounts.
Understand the different types of economic indicators: leading, coincident, and lagging. Learn their applications, along with real-world examples and their significance in forecasting and analyzing economic trends.
Learn how to calculate the current yield on a bond using a simple formula, as well as understand its practical applications.
Understand the components and determinants of the real rate of return, how it interacts with the nominal rate, and its implications for investors and businesses in the context of Canadian Securities Course certification.
Understand the basics and strategic importance of stock splits and reverse stock splits (consolidations) for publicly-traded companies. Learn how these actions can influence share prices and investor perception.
Learn about the structure, benefits, and risks of foreign-pay preferred shares issued by Canadian companies, along with an illustrative example.
Explore the fundamental concepts of long and short positions in the stock market, including detailed examples and guidance for Canadian Securities Course exam preparation.
