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AIS® Advanced Investment Strategies®

Advice2Advisors Advice2Advisors: Building Bigger and Better

AFP® Applied Financial Planning®

BCO® Branch Compliance Officer®

CIRE Canadian Investment Regulatory Exam (CIRE) Course™

CSC®1 Canadian Securities Course® Exam 1

CSC®2 Canadian Securities Course® Exam 2

CPH® Conduct and Practices Handbook®

DFOL® Derivatives Fundamentals and Options Licensing®

Financial Math Video Lessons

FP1® Financial Planning 1®

FPSU® Financial Planning Supplement®

FP2® Financial Planning® 2

ISE Institutional Securities Exam (ISE) Course™

IDSC® Investment Dealer Supervisors Course®

IFC® Investment Funds in Canada®

NEC® New Entrants Course®

OLC® Options Licensing Course®

OTL® Other Than Life®

PFSA® Personal Financial Services Advice®

PMT® Portfolio Management Techniques®

RSE Retail Securities Exam (RSE) Course™

WME® Wealth Management Essentials®

LLQP® Life License Qualification Program®

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The trademarks AFP, AIS, BCO, CIM, CSI, CSC, CPH, DFOL, FP1, FP2, FPIC, FPSU, IDSC, IFC, NEC, OLC, PFP, PFSA, PMT, WME, Wealth Management Essentials, Branch Compliance Officer, Canadian Securities Course, Conduct and Practices Handbook Course, Investment Funds in Canada, New Entrants Course, Wealth Management Essentials, Personal Financial Services Advice Reading, Financial Planning 1, Financial Planning 2, Financial Planning Supplement, Applied Financial Planning, and Personal Financial Planner are owned by the Canadian Securities Institute (CSI®). The Canadian Securities Institute (CSI®) does not sponsor, license or necessarily recommend these notes and study material for any of its courses. SeeWhy Financial Learning is an independent supplier of educational services. Exam preparation materials are not sponsored by any other industry organization.

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