Investment Funds in Canada (IFC /IFIC) Tutorials

• 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

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

IFCis a regulatory exam conducted by CSI. It is generally taken by learners planning to enter in financial services / Banking sector in Canada.