Chapter 16 (The Portfolio Management Process) of Exam 2 of the Canadian Securities Course (CSC®) focuses on the entire 7 step portfolio management process including determning investment objectives and constraints, designing an invetsment policy statement, developing the asset mix, selecting the portfolios' securities, monitoring the client, the market, and the economy, and evaluating portfolio performance.
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The Canadian Securities Course (CSC®) is the foundational financial services credential that top employers in Canada demand. The CSC® is the baseline regulatory requirement to perform securities, mutual funds, and alternative funds transactions in many financial services positions in Canada. Successful completion of the CSC® can lead to careers such as financial planner, Investment Planner, Investment Representative, Investment Advisor, and many more. The CSC® Exam 1 focuses on the Canadian investment marketplace, fixed-income securities, common and preferred shares, equity transactions, derivatives, corporations and their financial statements, and financing and listing securities.
The CSC Exam 1 Weightings:
The Canadian Investment Marketplace 15%
The Economy 13%
Features and Types of Fixed-Income Securities 12%
Pricing and Trading of Fixed-Income Securities 11%
Common and Preferred Shares 13%
Equity Transactions 10%
Corporations and their Financial Statements 8%
Financing and Listing Securities 8%
Chapter 16 - The Portfolio Management Process Practice Questions
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