Foran Investment Management Techniques
Foran Course Code: FIMT
Foran's Investment Management Techniques seminar will interest those enrolled in the CSI Investment Management Techniques Course. The material covered prepares students for both the general multiple-choice and the case study multiple-choice examinations.
Content:
This four-day seminar covers: the investment management process; understanding a client's risk tolerance; asset allocation and investment strategy; equity securities; analysis of equities securities - economic and industry analysis, company analysis and valuation, and technical analysis; debit securities; analysis of debit securities - valuation and the term structure of interest rates, price volatility and investment strategies; analysis of conventionally managed products; analysis of non-conventional asset classes and their structures; international investing; managing your clients’ investment risk; impediments to wealth management; portfolio monitoring and performance appraisal; financial math.
Toronto Dates:
March 20-23
June 12-15
Lectures: 8:30 AM to 6:00 PM
Total Hours of Instruction: 32 hours
Investment: $800 + HST
Or call (416) 947-1922, for outside GTA call toll free at 1-800-565-0374.
Continuing Education Credits: 32
Note on Foran Continuing Education (CE) Credits: Foran Financial Institute issues CE Credits for all of its licensing seminars. However, it is at the discretion of your compliance department whether Foran CE Credits fill CE Credit requirements.
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Foran Financial Institute is an independent supplier of educational services. Its exam preparation courses are not sponsored by the Investment Funds Institute of Canada, the Institute of Canadian Bankers, or any other industry organization.