Chapter 17: Investment Management Today
In this section
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Fintech
Explore how Fintech innovations transform Canadian wealth management, from AI-driven risk assessments and digital onboarding to compliance with national regulatory frameworks.
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Robo-Advisory Services
Discover how robo-advisory platforms leverage algorithms, ETFs, and low-cost strategies to automate portfolio management, transforming modern wealth management in Canada.
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Smart Beta ETFs
Explore how Smart Beta ETFs leverage factor investing and alternative weighting strategies in Canadian portfolios, bridging passive and active approaches to enhance risk-adjusted returns.
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Responsible Investment
Explore the principles, strategies, and practical applications of responsible investment in Canada—integrating environmental, social, and governance (ESG) considerations for more sustainable and impactful portfolios.
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CSI / CIRO: CSC (1 & 2), CPH
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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
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