Description
This course provides an in‑depth review of securities analysis for retail investors. You will learn to interpret financial statements, calculate key ratios, evaluate company performance, and analyze market trends. The training covers equities, fixed income, market indices, sector classification, and macroeconomic factors that influence investment decisions, enabling you to provide informed advice.
Offered online, this course is a key step toward success on the CIRO Retail Securities Exam.
The content is currently available for online reading, allowing you to start preparing right away. An enhanced interactive format is expected to be available by the fall.
Activity recognition
FP Canada: 5 Financial Planning CE
 | Objectives |
By the end of this course, you will be able to:
- Analyze company financial statements, including balance sheets, income statements, and cash flow statements.
- Calculate and interpret liquidity, profitability, efficiency, and equity ratios.
- Assess valuation ratios and apply trend analysis for investment evaluation.
- Understand market data, exchange information, and regulatory reporting for securities.
- Use market indices to summarize market performance and compare against benchmarks.
- Apply fundamental, technical, and quantitative analysis to securities and markets.
- Classify industries and sectors and interpret how classification affects stock valuation.
- Consider macroeconomic factors, market cycles, and volatility when assessing investments.
 | Key competencies |
By taking this course, you will develop essential expertise in the following 2 areas of financial planning:
- Investment
- Finance
 | Who should attend |
This course is intended for professionals seeking to
strengthen their financial analysis skills, understand market dynamics, and
provide informed, structured, and compliant investment recommendations.
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