This course will provide you with information/understanding on how to plan and maximize your investment income.
In this course, you will learn how to use Word, Outlook, Onedrive, and Powerpoint to manage information, time, files, appointments, and presentations.
This course will prepare you for the Canadian LLQP Exam Segregated Funds module. Including information about insurance investments and personal financial planning.
This course will prepare you for the Canadian LLQP Exam Life Insurance module. Including information about accidents & sickness, disability, critical illness & more.
This course will prepare you for the Canadian LLQP Exam Ethics module. Including information about life insurance ethics and professional practice.
This course will prepare you for the Canadian LLQP Exam Accident & Sickness module. Including information about disability, critical illness, long-term care, health insurance.
Learn about the Canadian investment market, fixed income products, equities, derivatives, and financial statements
A continuation of the Canadian Securities Course Part 1 Material. Learn more about fixed-income products and equities.
Learn about the Canadian Mutual Fund Representative's Legal, Ethical & Professional Responsibilities
This is a free sample course for CSC1, Chapters 8 and 9. Learn about Equities Securities: Common and Preferred Shares
This is a free sample course for CSC2, Chapters 17 and 18. Learn about Mutual Funds: Structure, Regulation, Types and Features
This is a free sample course for IFIC, Chapters 7 and 8. Learn about the Types of Investment Products and Portfolios
Read Me First! Please note that the purchase of Dazia’s exam preparation materials or tutoring does not constitute enrolment in the actual licensing course(s). Instead, our materials are designed to assist you in understanding the content of such courses. If you have not already done so, you must register with the applicable course and exam provider in order to obtain their course materials and write the actual exam.
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 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.