Description
IFIC Investment Funds in Canada
IFIC (Investment Funds Institute of Canada) : The Investment Funds in Canada (IFC) course provides foundational knowledge that prepares advisors to give clients effective advice on mutual fund investments based on their objectives, timeline and risk tolerance.
This course will assist you with skills such as:
- Understand the Canadian financial markets and the mutual funds industry better
- Analyze the risk-return relationship of investments
- Gain deeper insight into assessing mutual fund performance and fee structure
- Build knowledge and skills to create and effectively manage client portfolios
This course consists of summary theory notes that will go through step- by- step in depth chapters that is needed to assist you with your studies. The course will give you an indepth understanding of the IFIC.
After completion of the summary theory notes, there is a Q and A Test Prep that will assist you with completing a practice test to help prepare you for your studies.
Please Note: The summary notes and Q and A Test Prep is only to assist you in your studies. All information provided does not give you a license and is not the actual exam.
Course Curriculum
| INTRODUCTION TO THE MUTUAL FUND MARKET PLACE | |
| OVERVIEW OF THE FINANCIAL MARKET IN CANADA | |
| PRINCIPLES OF ECONOMICS | |
| GETTING TO KNOW YOUR CLIENTS | |
| BEHAVIOURAL FINANCE INVESTOR BEHAVIOUR | |
| THE CANADIAN TAX SYSTEM | |
| UNDERSTANDING INVESTMENT PRODUCTS AND PORTFOLIOS | |
| BUILDING INVESTMENT PORTFOLIOS | |
| UNDERSTANDING FINANCIAL STATEMENTS | |
| UNDERSTANDING MUTUAL FUNDS AND MANAGED PRODUCTS | |
| PROJECT CONSERVATIVE MUTUAL FUNDS | |
| MORE DANGEROUS MUTUAL FUNDS | |
| ALTERNATIVE MANAGED PRODUCTS | |
| PORTFOLIO PERFORMANCE APPRAISED: UNDERSTANDING MUTUAL FUND PERFORMANCE | |
| CHOOSING A MUTUAL FUND | |
| FEES AND SERVICES FOR MUTUAL FUNDS | |
| MUTUAL FUND DEALER REGULATION | |
| FLASHCARD |
Course FAQ
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IFIC Investment Funds in Canada
▪ English ▪ Intermediate
| Online Study Guide |
| Practice Test with Test Score Availability |
| Test Prep Questions |
| Chapter-by-Chapter Summaries |
| 200+ Questions |
