This in-class preparation course is specifically designed to cover the content of exam #2 within the Canadian Securities Course, as administered by the Canadian Securities Institute. The curriculum will extensively review the financial planning aspects related to individual portfolios and the taxation considerations associated with various forms of investment income. Participants will engage in the analysis of markets, exploring their dynamics in connection to different business cycles and investment products. Additionally, the course introduces the principles of designing and managing investment portfolios while emphasizing the importance of maintaining client relationships.

Completion of the Canadian Securities Course is a mandatory requirement for individuals seeking licensing in the financial services industry, enabling them to work as mutual fund salespersons or trade stocks, bonds, and other investment securities. These courses not only prepare individuals for professional roles in financial planning but also cater to those who seek a deeper understanding of the intricate financial landscape. Whether aspiring financial planners or individuals desiring enhanced financial literacy, this course equips participants to navigate the complexities of the financial world effectively.