Overview

Portfolio Management

Any Canadian resident who wishes to be licensed to sell securities or advise clients on securities must complete the Canadian Securities Course. FINA 3041 has the same content as Volume II of the Canadian Securities Course and covers investment analysis, security valuation, portfolio development, mutual funds, segregated funds, hedge funds, other managed products, taxation and financial planning.
Course Code:
FINA-3041
Area of Interest:
Business, Finance & Administration
Prerequisites:

TAKE FINA-3032 (Investment in Canada)

Course Offerings

Winter 2025

to
$387.70
Delivery:
Online
Location:
London - Online
Section Number:
40LC
Refund Policy:
14 days after course start date

Course Details

More details
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Download the Part-time Studies Guide

 

What's included:

  • How to assess if part-time learning is right for you
  • Part-time learning options and the differences between each
  • How to pay for your part-time education
  • Part-time options within your area of interest
  • How to sign up for part-time studies and where to get help

 

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