I signed up for the Canadian Securities Course last August when it was 10% off, and although I had hoped to have most (if not all) of it done by now, I have yet to crack the spine. I could blame it on the two weddings and one month trip to Asia, but what good would that do?
Finishing this course is my highest priority at the moment – without it, I won’t be able to apply to any entry-level retail banking positions (e.g. Financial Services Representative), which, of course, are stepping stones to my ultimate goal: to be a Financial Planner/Advisor.
Having said that, I’ve drafted up a study plan to finish the course within 3 months. I’ve given myself 2 extra weeks on my 2016 Goals page because I do want to be realistic and build in a buffer just in case, however, the sooner I complete this course, the sooner I can apply for bank jobs!
Today is also the day that I start back at my previous job – a decent paying (but also uninteresting, non-challenging and unfulfilling) job. At this point, I’m not sure how long I should stay here, because:
- The job is pretty close to home.
- The hourly pay is pretty decent.
- The pay is definitely better than what I would make as a starting Financial Services Representative.
- The higher pay will make it easier to pay off our debt quicker.
- The job is very easy and not stressful at all.
However, I don’t want to let myself get comfortable for too long, because:
- The job is a contract position – no benefits, no vacation, no sick leave, nothing.
- Although being a Financial Services Representative would pay less in the short term, there’s a lot of room for advancement.
- Working at the bank would be a permanent position with benefits.
- Working in the personal finance sector is what I really want to do.
- Working in my present job is nothing like what I want to be doing.
Canadian Securities Course – Study Plan
|1||Monday, February 8||1: The Capital Market
2: The Canadian Securities Industry
3: The Canadian Regulatory Environment
|2||Monday, February 15||4: Economic Principles
5: Economic Policy
|3||Monday, February 22||6: Fixed-Income Securities: Features & Types
7: Fixed-Income Securities: Pricing & Trading
|4||Monday, February 29||8: Equity Securities: Common & Preferred Shares
9: Equity Securities: Equity Transactions
|5||Monday, March 7||10: Derivatives
11: Financing & Listing Securities
12: Corporations and their Financial Statements
|6||Monday, March 14||STUDY
|7||Monday, March 21||13: Fundamental and Technical Analysis
14: Company Analysis
|8||Monday, March 28||15: Introduction to the Portfolio Approach
16: The Portfolio Management Process
|9||Monday, April 4||17: Fundamentals of Managed and Structured Products
18: Mutual Funds: Structure and Regulation
19: Mutual Funds: Types and Features
20: Segregated Funds and other Insurance Products
|10||Monday, April 11||21: Hedge Funds
22: Exchange-Listed Managed Products
23:Fee Based Accounts
24: Structured Products
|11||Monday, April 18||25: Canadian Taxation
26: Working with the Retail Client
27: Working with the Institutional Client
|12||Monday, April 25||STUDY|
|13||Monday, May 2||EXAM|