The Investment Funds in Canada (IFC) certification is essential for individuals aspiring to enter the banking sector as tellers or banking advisors. This foundational course equips participants with the necessary knowledge to advise clients on mutual fund investments, tailored to their objectives, timelines, and risk tolerance. It also offers a comprehensive understanding of the legal, ethical, and professional responsibilities of a mutual fund representative. Successfully passing the IFC certification exam confers the title of “Licensed Mutual Fund Dealing Representative.”

Canadian Securities Institute (CSI).

• Multiple choice.

• Proctored Online or Proctored in person

• Chapter 1: The Role of the Mutual Fund Sales Representative: 4 Questions

• Chapter 2: Overview of the Canadian Financial Marketplace: 3 Questions

• Chapter 3: Overview of Economics: 6 Questions

• Chapter 4: Getting to Know the Client: 4 Questions

• Chapter 5: Behavioural Finance: 4 Questions

• Chapter 6: Tax and Retirement Planning: 11 Questions

• Chapter 7: Types of Investment Products and How They Are Traded: 7 Questions

• Chapter 8: Constructing Investment Portfolios: 8 Questions

• Chapter 9: Understanding Financial Statements: 3 Questions

• Chapter 10: The Modern Mutual Fund: 5 Questions

• Chapter 11: Conservative Mutual Fund Products: 5 Questions

• Chapter 12: Riskier Mutual Fund Products: 5 Questions

• Chapter 13: Alternative Managed Products: 3 Questions

• Chapter 14:  Understanding Mutual Fund Performance: 5 Questions

• Chapter 15: Selecting a Mutual Fund: 4 Questions

• Chapter 16: Mutual Fund Fees and Services: 7 Questions

• Chapter 17:  Mutual Fund Dealer Regulation: 11 Questions

• Chapter 18: Applying Ethical Standards to What You Have Learned: 5 Questions

• No prior course is required.

• Investment funds in Canada book published by CSI.