Course Information
Registration period
Year-round Recruitment
Course Level
Study Mode
Duration
8 Hour(s) 45 Minute(s)
Language
English
Taught by
Aizad Adam Ahmad
Rating
Course Overview
Pass the IFIC exam & boost your financial career in Canada. Become a personal banking officer or financial advisor!
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 provided 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.
Course Content
- 10 section(s)
- 53 lecture(s)
- Section 1 Introduction
- Section 2 Chapter 1: The Role of the Mutual Fund Sales Representative
- Section 3 Chapter 2 : Overview of the Canadian Financial Marketplace
- Section 4 Chapter 3: Economic Principles
- Section 5 Ch 4: Getting to Know the Client
- Section 6 Chapter 5: Behavioral Finance
- Section 7 Chapter 6: Tax and retirement planning
- Section 8 Chapter 7: Types of Investment Products and How They Are Traded
- Section 9 Chapter 8: Constructing Investment Portfolios
- Section 10 Chapter 9: Financial Statements
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 and performance evaluation
- Overview of the Canadian Financial Marketplace
Skills covered in this course
Reviews
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NNimisha Manohari Robin Kedur
Easy to understand the topic
-
SSital sharma
Fantastic
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PPraveenkumar Ramesh
It seems like he is just reading most of the slides.
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LLuke Dias
Not a good way of delivery. Very unenthusiastic and pretty much just reads from the slides without a backing explanation.
