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Courses/Finance/Investing

Fixed Income and Stocks: Product Knowledge

Master fixed income and stocks for strategic financial planning. This course equips you with essential product knowledge to confidently navigate investment opportunities and risks.

Created byPNC Learning
BeginnerUpdated Nov 20, 2025
Fixed Income and Stocks: Product Knowledge

What You'll Learn

check_circleUnderstand fixed income product features and types.
check_circleDescribe bond pricing, yield, and calculation methods.
check_circleIdentify different types of corporate and government bonds.
check_circleRecognize common and preferred share characteristics.
check_circleAnalyze stock splits, consolidations, and pricing.
check_circleExplain margin strategies for long and short positions.

About This Course

Welcome to "Fixed Income and Stocks: Product Knowledge," a continuing education course designed to deepen your understanding of essential investment products. This course is part of the partial requirement for fulfilling the continuing education requirements for FP Canada.

In today's dynamic financial landscape, a solid grasp of fixed income securities and stocks is crucial for informed decision-making. This course unveils the intricacies of these foundational investment vehicles, equipping you with the knowledge to navigate their features, opportunities, and risks effectively.

By the end of this comprehensive course, you will be able to:

  • Understand the various types and features of fixed income securities, including regular bonds, debentures, T-bills, and GICs.
  • Grasp bond pricing, yields (current yield, yield to maturity), and the impact of interest rate fluctuations.
  • Distinguish between different government and corporate bond offerings, including callable, convertible, extendable, and retractable bonds.
  • Explore the characteristics of common and preferred shares, including their associated rights, dividends, and market behavior.
  • Analyze how stock splits, consolidations, and various order types influence equity transactions.
  • Master speculative trading practices like buying on margin and short selling, understanding their advantages, disadvantages, and associated margin requirements.

Through detailed explanations and practical examples, including bond calculations and margin account exercises, this course will transform you into an expert on fixed income and stock securities, empowering you with the product knowledge essential for professional success.

Your Instructor

PNC Learning
PNC Learning

2x Award Winning Commercial Insurance Broker

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Founder and CEO of PNC Learning (a wholly owned LearnDay subsidiary), one of Canada’s leading independent providers of pre-licensing and accredited continuing education courses for insurance professionals. https://courses.pnclearning.com With programs currently in use by thousands of students and at some of the largest insurance brokerages across Canada, Jacques has deep experience in successfully launching and marketing new e-Learning programs for the fitness industry, financial services, and other regulated industries. With a technical background, his expertise in e-Learning includes content creation, sales & marketing, and everything required to bring a new e-Learning program to market from the ground up.

Credit Information

Do these courses count toward my professional development requirements?

This portal is provided as a training and development resource for City of Markham employees. Every course is delivered by a qualified subject matter expert or learning organization, is quantifiable in hours, and is verifiable — you receive a documented certificate of completion for every course you finish, stored on LearnFormula indefinitely.

If you hold a professional designation (for example in engineering, accounting, human resources, or law), courses may be counted as professionally relevant, verifiable learning activities toward your continuing professional development. Individual practitioners are responsible for confirming that an activity meets the requirements of their professional body. For questions about the City of Markham's training and development policies, please speak with your people leader or Human Resources.

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Frequently Asked Questions

We are a registered provider with 327+ associations and regulatory bodies worldwide. We operate across 29 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.