Course Highlights
  • Mutual Funds Marketplace
  • Investment products features and returns
  • Ethics, Compliance and Mutual Fund Regulations
  • Tax saving and retirement objectives
  • Economic principles affecting investments
  • Modern Mutual Fund, Conservative Mutual Funds, Riskier Mutual Funds
  • Investment Portfolios
  • Overview of the Canadian Financial Marketplace
Curriculum

1 Topic
IFIC Intro

2 Topics
The Role of the Mutual Fund Sales Representative 1
The Role of the Mutual Fund Sales Representative - 2

1 Topic
Overview of the Canadian Financial Marketplace 1

6 Topics
Economic Principles 1
Economic Principles 2
Economic Principles 3
Economic Principles 4
Economic Principles 5
Economic Principles 6

4 Topics
Getting to Know the Client 1
Getting to Know the Client 2
Getting to Know the Client 3
Getting to Know the Client 4

1 Topic
Behavioral Finance 1

5 Topics
Tax and retirement planning 1
Tax and retirement planning 2
Tax and retirement planning 3
Tax and retirement planning 4
Tax and retirement planning 5

5 Topics
Types on Investment Products and How They Are Traded 1
Types on Investment Products and How They Are Traded 2
Types on Investment Products and How They Are Traded 3
Types on Investment Products and How They Are Traded 4
Types on Investment Products and How They Are Traded 5

3 Topics
Constructing Investment Portfolios 1
Constructing Investment Portfolios 2
Constructing Investment Portfolios 3

3 Topics
Financial Statements
Financial Statements
Financial Statements

2 Topics
Modern Mutual Fund
Modern Mutual Fund

3 Topics
Conservative Mutual Funds
Conservative Mutual Funds
Conservative Mutual Funds

3 Topics
Riskier Mutual Funds
Riskier Mutual Funds
Riskier Mutual Funds

5 Topics
Alternative Managed Products
Alternative Managed Products
Alternative Managed Products
Alternative Managed Products
Alternative Managed Products

2 Topics
Understanding Mutual Fund Performance
Understanding Mutual Fund Performance

1 Topic
Selecting a Mutual Fund

3 Topics
Mutual Fund Fees and Services
Mutual Fund Fees and Services
Mutual Fund Fees and Services

2 Topics
Mutual Fund Dealer Regulation
Mutual Fund Dealer Regulation

1 Topic
Applying ethical Standards to What You Have Learned

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IFIC Investment Funds in Canada Exam Preparation

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