Investment Funds in Canada (IFC)

Canadian Securities Institute
Training overview
90 - 140 hours
395 USD + tax
English
Next start date: Available to start now - Online

Course description

Canadian Securities Institute

Investment Funds in Canada (IFC)

Get your mutual fund sales license through the most popular investment funds course available. Investment funds in Canada (IFC) course will give you the certification you need to start giving advice and to start helping your clients make smart investment decisions based on their needs.

Target Audience

Enrol in the IFC if you are:

  • Seeking your license to sell mutual funds
  • A financial services professional seeking to grow your knowledge base
  • Want a broader understanding of capital markets

Training Content

The IFC 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.

You will learn about:

  • The financial markets and mutual fund industry
  • 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 meet clients' needs
  • The different types of mutual funds
  • Assessing mutual funds performance and fee structure

About supplier

Canadian Securities Institute

Canadian Securities Institute

The Canadian Securities Institute (CSI) has been setting the standard for excellence in life-long education for financial professionals for more than 45 years. CSI is part of Moody’s Analytics Training and Certification Services, which offers education programs and credentials throughout...


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