Continuing Education → Professional Development → CAASA

Derivatives and Your Book – Tips from the Experts (CAASA005)

1.0 MFDA: Professional Development (8801)
1.0 FP Canada: Practice Management (8801)

This course was produced for CAASA’s Wealth Managers’ Forum featuring Robert Tasca from the TMX Group and Gleb Sivitsky of Mackenzie Investments speaking about the basics of derivatives, how they work, and how IAs can use them in their books and how hedge & liquid alts fund managers use derivatives to gain exposures and hedge their risk.

This CE activity has been approved by FP Canada as meeting the minimum requirements for CE Approval as outlined within the FP Canada Continuing Education Guidelines. 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: 1.0 MFDA: 1.0 MFDA: Professional Development (8801... CFA: 1.0 FP Canada: Practice Management (8801...

  • An Options Strategist Guide
  • Buying vs Selling Options
  • CGZ - A Use Case for Portfolio Managers
  • Test
Completion rules
  • All units must be completed
  • Leads to a certificate with a duration: Forever