Investment Funds in Canada (IFC /IFIC) Tutorials
What you'll learn
- The IFC certification from CSI prepares you to advise clients about their mutual funds investments based on their objectives, timeline and risk tolerance.
- It also explains a mutual fund representative's legal, ethical and professional responsibilities .
- This tutorials help you to prepare for the exam
Requirements
- Planning to give the IFC exam conducted by CSI
Description
This course discusses the financial markets and mutual fund industry . In a series of recorded videos we would be discussing about
Your role as a mutual fund sales representative
The importance of the "Know your client" rule and how to apply it
Analyzing the risk-return relationship of investments
Explain the process of creating and managing investment portfolios that meets client's needs
The different types of mutual funds
The function of exchanges and clearinghouses
Assessing mutual funds performance and fee structure
IFC is a regulatory exam conducted by CSI . It is generally taken by learners planning to enter in financial services / Banking sector in Canada.
Who this course is for:
- accounting and finance students
Course content
- Preview07:46
- 20:04The Role of the Mutual Fund Sales Representative
- Preview46:14
- Preview51:11
- 27:57Getting to know your client
- 17:47Behavioral Finance
- Preview58:06
- 41:59Types of Investment products and how they trade
- 33:48Constructing Investment portfolios
- 39:18Understanding financial statement part A
- 24:21Understanding financial statement part B
- 36:44Financial ratio analysis
- 28:04Ratio examples
- 35:05The modern mutual fund
- 18:25Conservative mutual fund products
- 17:43Riskier mutual fund products
- 27:52Alternative managed products part 1
- 44:50Alternative managed products part 2
- 15:29Understanding mutual fund performance
- 14:17Selecting a mutual fund
- 28:20Mutual fund fees and services
- 25:46Mutual fund dealer regulations
- 13:10Applying Ethical Standards to what you have learned
Instructor
![EduFinWizards Edu](data:image/svg+xml,%3Csvg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 64 64"%3E%3C/svg%3E){kind=avatar}
- 4.1 Instructor Rating
- 435 Reviews
- 8,466 Students
- 7 Courses
I am a qualified CFA and CFP professional who takes pride in providing education and tailor-made advice to clients. I believe that right advice and education can significantly influence client experience.
I have over 10 years of experience in providing clients with education related to financial planning and wealth management services. Feedbacks from customers, that I have contributed to their financial well being is a testimony to my prowess of understanding their needs, creating investment policy statements and providing investment solutions.
I believe in continuous improvement and have completed Chartered Financial Analyst and Certified Financial Planner certification. These certifications have evolved my understanding of financial markets, products, ethics and processes. I have a comprehensive understanding of money management, mortgages, insurance, taxation, retirement products and financial planning process. I have expertise in handling investments via instruments like stocks, mutual funds, fixed income instruments and complex products like hedge funds, structures and private equity.
I acknowledge the importance of financial literacy for the society.I have conducted numerous training sessions via classroom and virtual modes These training covered various aspects of financial planning and portfolio management. I am extremely proud that in my previous firm we could reach four hundred thousand investors through these initiatives. I am also reverent of the fact that I was a part of a team that conducted the largest stock mind competition for students . I have developed 1000+ hours of e-learn and video content