Issue 01Notes6 published
The notes
Short, colourful pages that explain one idea properly. Each one gives you the plain version, the visual, the shortcut and the trap — the four things that decide whether it sticks.
Canadian Securities Course
Why bond prices move the opposite way to interest rates
The relationship that trips up more first-time candidates than any other. One idea, one diagram, one shortcut.
Canadian Securities Course
The three accounts you must know cold
RRSP, TFSA and non-registered — what each one is for, and the one sentence that separates them in an exam question.
Canadian Investment Funds Course
Know your client, in plain language
KYC is not paperwork. It is the evidence trail that proves a recommendation was suitable — and it is examined that way.
Life Licence Qualification Program
Term vs permanent: the comparison that actually decides it
Two products, one decision. The exam tests whether you can match the product to the need rather than recite definitions.
Conduct and Practices Handbook
Conflicts of interest: spot them before they become a complaint
The handbook is written like policy. It is examined like scenarios — so learn the pattern, not the paragraph.
Personal Financial Services Advice
The discovery conversation, step by step
The soft-skill exam people underestimate. It is marked on process, so learn the process.