Continuing Education → CAASA

About Shorting…all you ever wanted to know about it! (CAASA001)

1.0 MFDA: Professional Development (8796)
1.0 FP Canada: Financial Planning (8796)

This course was produced for CAASA’s Wealth Managers’ Forum featuring a moderated interview with Ida Khajadourian of Richardson Wealth and Daniel Dorenbush with Scotiabank. We speak to what short-selling is, the mechanics behind the shorting process, how it affects portfolio returns, pertinent risks, and how to explain it to clients.

This CE activity has been approved by FP Canada as meeting the minimum requirements for CE Approval as outlined within the CFP Certification Policies and QAFP Certification Policies. The views and opinions expressed in this presentation are those of the presenter / content author and do not necessarily reflect the views of FP Canada.

CE Credits: .5 Accreditation Number: 8796 CE Credit Type: Professional Development

  • About Shorting…all you ever wanted to know about it!
  • Test
Completion rules
  • All units must be completed
  • Leads to a certification with a duration: Forever