Investment Funds in Canada (IFC /IFIC) Tutorials

Investment Funds in Canada (IFC /IFIC) Tutorials

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.

The IFC certification from CSI prepares you to advise clients about their mutual funds investments

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What you will 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

Rating: 4

Level: Beginner Level

Duration: 23 hours

Instructor: Finance in Canada Inc