Financial Analysis Certificate

This Certificate program will help students understand the fundamentals of retail portfolio management in order to prepare them for a successful career in this field. The Canadian Securities Course, the industry’s most widely recognized and respected licensing course, serves as the foundation. Capital Markets, Asset Valuation and Portfolio Management and Technical Analysis of Financial Markets will introduce students to technical and fundamental analysis, the two most widely recognized security analysis disciplines. Option Trading and Strategies supplements this knowledge with an advanced understanding of how to protect or even grow a portfolio’s value, no matter the underlying market conditions.

Certificate Requirements

This certificate requires the successful completion of four courses.

Required Course

SCS 0084 Capital Markets, Asset Valuation & Portfolio Management
SCS 2681 Passing The Canadian Securities Course^®
SCS 2191 Option Trading and Strategies
SCS 2023 Technical Analysis of Financial Markets

Notes: Students have three years from the start date of their first course to complete the certificate.