EXEMPT MARKET PRODUCTS PREPARATION COURSE
| NEXT COURSE SESSION WILL BE HELD AT: |
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Location
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Date
|
Status |
|
Toronto (Walton Capital Management) |
August 6th – 7th |
Closed |
|
Toronto - TBA |
August 17th – 18th |
Registering Now |
|
Calgary – Mount Royal University |
August 9th – 10th |
Registering Now |
|
Vancouver – Location TBA |
August 23rd – 24th |
Registering Now |
| RADIUS FINANCIAL EDUCATION |
In September 2009, National Instrument 31-103 came into effect, requiring the completion of the IFSE Exempt Market Products (EMP) course (and sponsorship by a single sponsoring Exempt Market Dealer firm) in order to sell, trade or promote Exempt Market Products.
Radius Financial Education offers their new, up-to-date Exempt Market Products Preparation Course, an IFSE certified 2-day program designed to prepare participants for writing the separate IFSE Exempt Market Products EXAM.
This two-day program provides students with an overview of every element required to comply with National Instrument 31-103’s stipulation to register as an ‘exempt market dealer’. Completion of the Exempt Market Products Course familiarizes students with the financial products that fall under this category.
The regulatory changes set out in NI 31-103 are effective as of September 28, 2010, requiring individuals who wish to sell, trade and promote (or continue to sell) Exempt Market Products, to be sponsored by a single sponsoring EMD firm.
This special IFSE certified 2-day course covers every area required for successful completion of the IFSE Exempt Market Products exam, including:
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Overview of Capital Markets
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Principal-protected Notes
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Hedge Funds
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Real Estate Investment Trusts
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Overview of Limited Partnerships
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Flow-through Shares
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Client Suitability
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Representatives’ Responsibilities
| COURSE INSTRUCTOR AND EXAMINER |
Harry Figov B.Sc., MBA, CA, CPA, CA, CBV, CFA
CFA Instructor, teacher and lecturer (Wilfred Laurier University; Goodman Institute of Investment Management, John Molson School of Business, Concordia University, Montreal).
Served as Instructor for the Advanced Business & Securities Valuation Course, administered by Atkinson College, York University for the Canadian Institute of Chartered Business Valuators (CICBV)
Chartered Business Valuator (CBV-Canada), Certified Public Accountant (CPA-USA), Certified Financial Planner (CFP), Chartered Financial Analyst (CFA) Chartered Accountant (Canada), M.B.A. - University of Cape Town, South Africa (Majors in Finance, Financial Modeling and Marketing), Chartered Accountant (South Africa), Bachelor of Science - Mathematics, Numerical Analysis and Computation.
Author of FIGOV NOTES, preparatory notes for CFA Level I, II, and III candidates. (www.figovnotes.com)
Mr. Figov has been a leader in financial education for over 20 years, serving as instructor and examiner.
| Item |
Register by Province |
EMP Prep Course Only $550*
+ applicable taxes |
Alberta |
| British Columbia |
| Ontario |
EMP Prep Course + EMP Exam: $800**
+ applicable taxes |
Alberta |
| British Columbia |
| Ontario |
|
REGISTER FOR BOTH PREP COURSE AND EMP EXAM AND
RECEIVE $150 DISCOUNT ($75 PER COURSE).
|
| * If you have already registered for the IFSE exam and want to register for the Prep Course seminar only |
| ** You are required to register for IFSE Exam separately, please follow the registration direction. |
Register now for the 2-DAY Preparation Course for only $475 (plus applicable taxes), and receive a special discount on the price of the IFSE Exempt Market Products Exam $325 (includes $75 discount). Sign up for both and receive $150 savings. How to register for the IFSE EMD Exam?
For complete information on Radius Financial Education’s EMP Preparation Course, and to book your place in the next scheduled course in your area, go to Radius Financial Education, or call
Cash, cheque or money orders are to be made out to:
Radius Financial Education
20 Toronto Street, Suite 820
Toronto, Ontario M5C 2B8
Radius seminars are based on Inventive Financial Sector Education Inc.'s (IFSE) EXEMPT MARKET PRODUCTS COURSE materials, used under license.
Seminar materials and seminars are not endorsed by Inventive Financial Sector Education Inc (IFSE). Any reference to Inventive Financial Sector Education Inc., IFSE or EXEMPT MARKET PRODUCTS COURSE is intended for explicit description only and does not constitute or imply endorsement or recommendation by Inventive Financial sector Education Inc. (IFSE) or The Investment Funds Institute of Canada (IFIC).
NOTE
As set out in National Instrument 31-103, all students must register with the required provincial securities commission(s) and receive approval from said commission(s) before they can sell Exempt Market Products.
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