Course Outline
 

Course Title

  

Interpreting the Andex Charts: How Historical Data Can Help Today's Investor

Course Category

    Online
Target Audience  

Financial Advisors

Continuing Education

  

Advocis (Approval number: AD1344)
IQPF (Approval number: IQPF03-11-0086 - Level 2)
AIC - Life = 4.0, Approval # 5744
CMA - Continuous Professional Learning and Development (CPLD)
Chambre de la Sécurité Financière
IDA - Professional Development
CA - Continuing Professional Develolpment (CPD)
Life Insurance Council of Manitoba
Insurance Councils of Saskatchewan

Prerequistes

   None
Objectives   This course shows you how you can use the Andex Chart for Canadian Investors in conjunction with the Andex Risk/Return Analysis chart to facilitate a range of investment discussions with clients. It covers such topics as equity index types, risks and returns, political and economic influences on investments, stocks vs. bonds, inflation and interest, and the pros and cons of foreign investments. The course also examines key factors and assumptions that impact the way investment performance data are presented, to help you and your clients interpret financial charts with an objective eye. All topics are thoroughly illustrated with graphs extracted from the Andex charts.
Subject by level  

Topics  

Course Requirements: You are required to review all content topics by reviewing every page in each module. Complete all end of module Self Checks. Complete and pass the final exam at the end of the course.

Exam Requirements: You have a time limit of 37 minutes to complete 25 true/false and multiple-choice questions. A pass mark of 70% is required for the final exam. You can complete the final exam as many times required, in order to achieve a pass mark of 70%.

 
Duration   4 credit hours
Time to comple the course  
Date  
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