Leveraging Course

The Leveraging Course is a self-study (seminars are also available) package designed to help an advisor better understand the concept of borrowing to invest.  Key concepts covered include:

  • Tax implications
  • Leveraging concepts
  • Compliance and regulation
  • Explaining concepts to clients

This course is an approved leveraging course for World Financial Group advisors to be able to conduct leveraging business.  Exam results will be made available by the next working day upon completion of the exam.

You must login or create an account to register for seminars.

1. Course Selection:

All prices are in Canadian Dollars
Course: Includes: Select:
Leveraging Course- Includes textbook

This option includes the Leveraging textbook which will be sent to you by Canada Post

The Leveraging Course was built in specific response to an industry need.  Many advisors today use leveraging to help their clients achieve financial goals.  This means that, whether you are encouraging your clients to use leverage or not, it is something that you are going to encounter. 

This course specifically covers:

  • Know your client and Risk factors
  • Investment basics
  • Types of leverage - a study of 11 different leveraging approaches
  • Tax considerations
  • Regulatory and compliance considerations

There is a self-administered open book exam included with the course.
Leveraging Course- Online Study and Exam

This option includes online study and exam at http://moodle.businesscareercollege.com

The Leveraging Course was built in specific response to an industry need.  Many advisors today use leveraging to help their clients achieve financial goals.  This means that, whether you are encouraging your clients to use leverage or not, it is something that you are going to encounter. 

This course specifically covers:

  • Know your client and Risk factors
  • Investment basics
  • Types of leverage - a study of 11 different leveraging approaches
  • Tax considerations
  • Regulatory and compliance considerations

 

You can start today. An account has been created at http://moodle.businesscareercollege.com and you will have received your log in and password via email. Once you have passed your exam, please contact jason.watt@businesscareercollege.com to receive your certificate