Browse FP 1

Chapter 5: Investments

In this section

  • Investment Theory – Risk and Return
    Explore the fundamental relationship between risk and return in investment decisions, including key concepts such as volatility, systematic and unsystematic risk, the time value of money, and risk-adjusted performance measures.
  • Types of Investments
    Explore various investment vehicles—cash, bonds, equities, mutual funds, ETFs, alternatives, derivatives, and more—understanding their features, benefits, and risks for effective portfolio construction.
  • Registered Education Savings Plans (RESPs)
    Comprehensive insights into the benefits, features, and strategies of Registered Education Savings Plans in Canada, focusing on contributions, government incentives, tax implications, and practical case studies.
  • Tax-Free Savings Accounts (TFSAs) - Maximize Tax-Free Growth in Your Portfolio
    Learn how TFSAs help Canadians grow savings and investments tax-free, understand their contribution rules, and explore best practices for leveraging them in comprehensive financial plans.

Ready to Pass Your Exam?

300,000+ practice questions • 25,000+ vignette scenarios • Multi-difficulty from quick drills to exhibit-heavy cases.

  • Start free: every exam/module includes 300 free questions. LLQP = 5 modules + 1 comprehensive set → 1,800 free questions.
  • Realistic practice: timed mocks, exhibits, case-style vignettes, and crystal-clear explanations—no 900-page textbooks required.
  • Device-friendly: best on tablet; smooth on desktop and mobile.
CSI / CIRO: CSC (1 & 2), CPH
Wealth: WME (1 & 2)
Mutual Funds: IFC
Portfolio: IMT (1 & 2), PMT, AIS
Derivatives & Options: DFOL
Governance: PDO
LLQP: LIF, A&S, SFA, EPP (CL/Québec) + Comprehensive
FINRA: SIE, 6, 7, 22, 57, 79, 82, 99
NASAA: 63, 65, 66
CFA: L1–L3 (heavy vignettes)
CPA Canada: CFE (D1–D3)
U.S. CPA: AUD modes
PMI: PMP
IT & Cyber: CompTIA A+/Security+, CISSP
Cloud: AWS SAA-C03
Download on the App Store Get it on Google Play

Try it free for 7 days. Many students finish during the trial.

Disclaimer: Mastery Education by Tokenizer is an independent study resource and is not affiliated with, sponsored by, or endorsed by CSI/CIRO, LLQP regulators (incl. AMF), FINRA/NASAA, CPA Canada, AICPA/NASBA, CFA Institute, PMI, CompTIA, (ISC)², or AWS. All trademarks belong to their respective owners.

Chapter 4: Taxation
Chapter 6: Retirement