Canadian Investment Advisor Fundamentals

FNCE3337

  • Requisites: Pre-Requisite: FNCE2280. Students who have completed FNCE3335 may not enroll in FNCE3337.
  • Course Equivalencies:
  • Open Studies: Available
  • Credits: 3.00

A successful and confident investment advisor requires sound knowledge to make smart investment decisions for their clients. This course provides foundational knowledge that prepares students to give effective advice to clients on portfolio analysis, including investment product selections and asset allocation strategies. This course is recommended for students who are pursuing Canadian Securities Course Part II.

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Upcoming Sessions

Class Section Dates
31455 OA01 May. 07 - Aug. 15, 2024
Delivery Status
Day, Online Open
Meeting Times:
  • May. 7 to Aug. 15 - Tuesday, Thursday: 8:00 AM - 9:50 AM

All times shown are in MT

Notes: All of your course activity is done online and there is no requirement to be on campus.
Your classes are scheduled for certain dates and times.
There is a blend of instructor teaching and student self-directed activity.
A waitlist is available for this section. Students may be auto-enroled from the waitlist if (1) space becomes available before the last date/time to enrol, and (2) that they currently satisfy all requirements for enrolment. Being on the waitlist does not guarantee enrolment in the section
No Classes: May 21, July 2, August 8, August 15 Final Exam: August 13