IFIC Investment Funds in Canada Exam Preparation
What you'll learn
- 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
Requirements
- Basic math (percentage, fraction, decimals)
- Banking products awareness
Description
This course is designed to prepare you for The Investment Funds Institute of Canada (IFIC) exam through comprehensive, easy-to-understand videos and summary slides. Enroll in our course today!
Our Stats and Reviews:
190,000 minutes have been taught in this course as of July 2024
6,000 enrolments
Average course rating of 4.3897% of responses say the learning had valuable information
94% of explanations of concepts are clear
91% delivered on expectations
The following topics and chapters are covered in this course:
1. The role of the mutual fund sales representatives
2. The overview of the Canadian Financial Marketplace
3. Economic principles
4. Getting to know the client; how to recommend suitable investments
5. Behavioral finance - how clients decide what to invest in
6. Tax and retirement planning
7. Types of Investment Products and How They Are Traded
8. Constructing Investment Portfolios
9. Understanding Financial Statements
10. The Modern Mutual Fund
11. Conservative Mutual Fund Products
12. Riskier Mutual Fund Products
13. Alternative Manages Products
14. Understanding Mutual Fund Performance
15. Selecting a Mutual Fund
16. Mutual Fund Fees and Services
17. Mutual Fund Dealer Regulation
18. Applying Ethical Standards to What You Have Learned
The videos are accompanied by PDF summary slides that explain the topics clearly and concisely. The reference book is 444 pages long and highly detailed and our course distills the essential information needed for the exam, equipping you with the expertise required to advise clients effectively.
Disclaimer:
The trade-marks AFP, BCO, CSI, CSC, CPH, DFOL, FP1, FP2, FPSU, IFC, NEC, OLC, PFP, PFSA, WME, Wealth Management Essentials, Branch Compliance Officer, Canadian Securities Course, Conduct, and Practices Handbook Course, Investment Fund 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. Dazia Consulting Inc. is an independent supplier of educational services. Exam preparation materials are not sponsored by any other industry organization.
Who this course is for:
- Enrolled in the IFIC exam in Canada
- Enrolled though CSI or IFSE
Instructor
- 4.2 Instructor Rating
- 851 Reviews
- 25,270 Students
- 16 Courses
Currently, Professor at a major College & University in Ontario, Canada.
Previous experience includes work at the major Financial Firms in Canada as a Financial Advisor for over 10 years.
Also attained certifications in Project Management and Six Sigma quality improvement. Managed projects in firms in Canada for 5 years to improve efficiency using six sigma tools.
Undertook R&D, quality and operations management in food processing companies for 10 years in international firms.
Qualified with MBA (UK), MSc, PMP
I've been teaching the certification courses for over 10 years. Some courses I provide guidance on:
My expertise is to help you pass the financial courses:
1. Canadian Securities Course CSC,
2. Conduct Practices Handbook CPH,
3. Canadian Insurance Course CIC,
4. Life insurance license LLQP,
5. Investment Funds in Canada IFIC
6. Six Sigma Green Belt certification
7. Project Management (PMP)
8. ASQ QCM/OE Exam
9. Computer skills such as Google, Microsoft, Excel Word, Onedrive etc.
I explain the formulas and math in simple ways. I have been working in the financial industry in insurance, banking, food manufacturing, and investments and thus can provide practical experience also.