Canadian Securities Course CSC PART 1 Exam Preparation

Canadian Securities Course CSC PART 1 Exam Preparation

Canadian Securities Course CSC® PART 1 Exam Preparation

Canadian Investment market, Fixed income products, equities, derivatives, and financial statements

Language: english

Note: 4.6/5 (77 notes) 1,924 students

Instructor(s): Aizad Adam Ahmad

Last update: 2022-07-11

What you’ll learn

  • Preparation for the Canadian Securities Course (CSC®) Exam
  • Investments / Financial Planning, Financial Statements
  • Stock – common and preferred, & Bonds fixed income products
  • Derivatives

 

Requirements

  • Basic math such as percentages, algebra, ratios, and calculations

 

Description

This course is a complete coverage of the CSC Canadian Securities Course (CSI), Part 1. The topics for each chapter are explained using PowerPoint summary slides and industry examples are provided.

This course covers all the chapters as under:

PART 1:

1. The Capital Market

2. The Canadian Securities Industry

3. The Canadian Regulatory Environment

4. Economic Principles

5. Economic Policy

6. Fixed Income Securities: Features and Types

7. Fixed Income Securities: Pricing and Trading

8. Equity Securities: Common and Preferred Shares

9. Equity Securities: Equity Transactions

10. Derivatives

11. Corporations and Their Financial Statements

12. Financing and Listing Securities


See our course on CSC part 2 on Udemy also!

We also have training courses on LLQP, Microsoft, and Google products.


Disclaimer:

The trade-marks AFP, BCO, CSI, CSC, CPH, DFOL, FP1, FP2, FPSU, IFC, NEC, OLC, PFP, PFSA, WME, Wealth Management Essentials, Branch Compliance Officer, Canadian Securities Course, Conduct, and Practices Handbook Course, Investment Fund in Canada, New Entrants Course, Wealth Management Essentials, Personal Financial Services Advice Reading, Financial Planning 1, Financial Planning 2, Financial Planning Supplement, Applied Financial Planning, and Personal Financial Planner are owned by the Canadian Securities Institute (CSI®). The Canadian Securities Institute (CSI®) does not sponsor, license, or necessarily recommend these notes, videos, and study material for any of its courses. Dazia Consulting Inc. is an independent supplier of educational services. Exam preparation materials are not sponsored by any other industry organization.

 

Who this course is for

  • Enrolled in the CSC exam in Canada through the CSI
  • Day traders and investors
  • Future mutual fund representatives and investment advisors

 

Course content

  • Chapter 1 : The Canadian Securities Market
    • Chapter 1: The Canadian Securities Industry
  • Chapter 2: The Capital Market
    • Chapter 2: The Capital Market
    • Chapter 2: Auction markets and OTC market
  • Chapter 3: The Canadian Regulatory Environment
    • Chapter 3: IIROC, MFDA, NRD, CIPF, CIDC, OSFI, etc
  • Chapter 4: Overview of Economics
    • Economic principles & GDP
    • Economic growth measurement, factors affecting growth
    • Business cycle, economic indicators
    • Identifying recessions, unemployment
    • Factors affecting interest rate
    • Impact of inflation,
    • Types of inflation
    • International economics, balance of payments, exchange rate
  • Chapter 5: Economic Policies
    • Federal budget, Bank of Canada
    • Monetary and Fiscal Policy
    • Overnight rate, bank rate, how interest rate is managed
    • Fiscal policy
    • Ways to manage interest rate within the target
  • Chapter 6 : Fixed Income Products: Features & types
    • Chapter 6 part 1 Bonds
    • Chapter 6 part 2 Bonds
    • Chapter 6 part 3 Bonds
    • Chapter 6 part 4 Bonds
    • Chapter 6 part 5 Bonds
  • Chapter 7: Fixed Income Securities: Pricing and Trading
    • Chapter 7 part 1 Intro
    • Chapter 7 part 2 present value
    • Chapter 7 part 3 present value with financial calculator
    • Chapter 7 part 4 T-Bill
    • Chapter 7 part 5 Current yield
    • Chapter 7 part 6 Avg yield to maturity
    • Chapter 7 part 7 bond pricing
    • Chapter 7 part 8 Re-invest risk, duration, other features
    • Chapter 7 Part 8 Settlement & bond trading
  • Chapter 8: Equity Securities: Common and Preferred Shares
    • Chapter 8: Common shares advantages
    • Chapter 8: Dividends
    • Chapter 8: Types of shares
    • Chapter 8 : Restricted shares
    • Chapter 8: Stock quotes
    • Chapter 8: Types of preferred shares
    • Chapter 8: Preferred share features
    • Chapter 8: Stock indexes and averages
  • Chapter 9 : Equity Transactions
    • Chapter 9: Long & Short strategies
    • Chapter 9: Long margin strategy
    • Chapter 9: Long margin strategy example
    • Chapter 9: Short margin strategy
    • Chapter 9: Types of equity orders
  • Chapter 10: Derivatives
    • Chapter 10: Derivatives
    • Chapter 10:: Types of Derivatives
    • Chapter 10: Calls & Puts features
    • Chapter 10: Calls & Puts calculations
    • Chapter 10: Calls & puts strategies
    • Chapter 10: Calls & puts : Writing an option
    • Chapter 10: Forwards and futures
    • Chapter 10: Margin in Futures and forwards
    • Chapter 10: Rights and warrants
    • Chapter 10: Rights and warrants math
  • Chapter 11: Financial Statements
    • Introduction
    • Four types of financial statements
    • Statement of financial position – fixed assets and current assets
    • FIFO and weighted average
    • Assets & Inventory valuation
    • Capitalized Assets
    • Liabilities
    • Statement of comprehensive income
    • Cash and non-cash items on the statement of comprehensive income
    • Subsidiaries reporting – cost, equity and consolidated
    • Earnings statement, cash flow, and changes in equity
    • Book example: Statement of financial position
    • Book example : Statement of comprehensive income, changes in equity,cash flow
  • Chapter 12: Financing and Listing
    • Types of company structure
    • Financing and underwriting
    • Investment dealer
    • After market stabilization

 

Canadian Securities Course CSC PART 1 Exam PreparationCanadian Securities Course CSC PART 1 Exam Preparation

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