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Courses/Finance/Investing

Investment Products Overview

Demystify diverse investment products, from mutual and segregated funds to hedge funds and income trusts, empowering you to make informed decisions for your financial goals.

Created byPNC Learning
4.4
(5 reviews)
BeginnerUpdated Nov 20, 2025
Investment Products Overview

What You'll Learn

check_circleDistinguish between mutual funds and segregated funds.
check_circleIdentify key features and benefits of segregated funds.
check_circleUnderstand hedge fund strategies and investor suitability.
check_circleRecognize the risks and tax implications of hedge funds.
check_circleExplain the structure and taxation of closed-end funds.
check_circleDifferentiate income trusts and listed private equity.

About This Course

Welcome to the "Investment Products Overview" Continuing Education Course. This comprehensive program, designed to fulfill continuing education requirements for FP Canada certification, provides essential insights into the diverse world of investment products. Understanding these products is crucial for financial professionals to effectively guide clients and make informed decisions in an ever-evolving market.

Upon completion of this course, you will be able to:

  • Distinguish between various types of mutual funds, including money market, fixed income, balanced, equity, commodity, specialty, target date, and alternative funds.
  • Comprehend the mechanics of redeeming mutual fund units, calculating capital gains, and identifying different withdrawal plans.
  • Understand the unique characteristics of segregated funds, including their similarities and differences from mutual funds, key features like maturity guarantees and death benefits, and their tax treatment.
  • Explore the complexities of hedge funds, including their investment strategies, benefits, risks, and various fee structures, such as high watermarks and hurdle rates.
  • Examine specialized investment vehicles like Labor Sponsored Venture Funds, closed-ended funds, income trusts, and listed private equity companies, recognizing their structures, advantages, and disadvantages.

Through detailed explanations and practical examples, this course will equip you with the knowledge to navigate the intricate landscape of investment products with confidence and expertise.

Your Instructor

PNC Learning
PNC Learning

2x Award Winning Commercial Insurance Broker

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Founder and CEO of PNC Learning (a wholly owned LearnDay subsidiary), one of Canada’s leading independent providers of pre-licensing and accredited continuing education courses for insurance professionals. https://courses.pnclearning.com With programs currently in use by thousands of students and at some of the largest insurance brokerages across Canada, Jacques has deep experience in successfully launching and marketing new e-Learning programs for the fitness industry, financial services, and other regulated industries. With a technical background, his expertise in e-Learning includes content creation, sales & marketing, and everything required to bring a new e-Learning program to market from the ground up.

Credit Information

Is this course eligible for my CPD requirements as a Canadian CPA?

Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.

Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.

What Students Are Saying

4.4
Student's Choice
5 reviews

Frequently Asked Questions

We are a registered provider with 327+ associations and regulatory bodies worldwide. We operate across 29 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.