Description
This course covers the essential basics of financial market and investment product analysis. You will explore macroeconomic factors, fiscal and monetary policies, interest rates, and their impact on markets and investor returns.
The course also covers the analysis of industries and companies using financial statements, performance indicators, and valuation models. You will study the main categories of investments (stocks, fixed income securities, derivatives, mutual funds, exchange-traded funds, and other managed products) with a focus on their characteristics, risks, returns, fees, and tax implications.
Offered online, this course is key to understanding financial products, supporting informed investment decisions, and is a core component for successfully passing the Canadian Investment Regulatory Exam (CIRE) administered by CIRO.
Activity recognition
FP Canada: 5 Financial Planning CE
 | Objectives |
By the end of this course, you will be able to:
- Understand the fundamentals of macroeconomic analysis and the key factors influencing the economy, including fiscal and monetary policies
- Identify the main sources of information and economic indicators used to analyze economic conditions, labour markets, inflation, and the Consumer Price Index (CPI)
- Understand how macroeconomic factors influence financial markets and investor returns
- Analyze industry and company performance using key financial tools and performance indicators
- Understand basic market theories and models explaining stock market behaviour
- Use relevant tools, reports, and information sources in technical, statistical, and quantitative analysis
- Understand the role, purpose, and applications of stock market indices
- Identify the main asset classes traded by Investment Dealers
- Understand the types, features, risks, and returns of equities, as well as the key factors affecting current and prospective shareholders
- Understand the types, features, risks, and returns of fixed income securities and products, and the key factors affecting current and prospective holders
- Understand the main features of options, futures contracts, and other derivative products
- Understand the primary uses of derivatives, including risk management and trading strategies
- Apply basic transactional elements related to futures, options, and similar derivative products
- Understand single-leg and multi-leg trading strategies for derivatives
- Understand administrative requirements and prohibited practices related to trading derivatives with clients
- Understand the different types of managed products
- Analyze the features, risks, and returns of managed products, including mutual funds
- Identify key considerations for current and prospective investors in managed products
 | Key competencies |
By taking this course, you will acquire key competencies in 2 areas of financial planning:
- Investment
- Finance
 | Who should attend |
This course is intended for professionals preparing for the Canadian Investment Regulatory Exam (CIRE) administered by CIRO who wish to strengthen their understanding of financial markets and investment products.
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