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    IFC Brochure

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    Pradeep Perwani
    The document is an overview of an eLearning course on Investment Funds in Canada. The 90-140 hour course provides foundational knowledge for advisors to give effective mutual fund investment advice based on clients' objectives, timeline, and risk tolerance. It also covers advisors' legal, ethical, and professional responsibilities. The course helps qualify candidates to apply for MFDA membership and licenses to sell mutual funds in Canada. It provides competencies like understanding Canadian markets and mutual funds, analyzing risk-return, and creating client portfolios. The intended audience is those seeking mutual fund licenses and financial professionals looking to expand their knowledge.

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    IFC Brochure

    Uploaded by

    Pradeep Perwani
    44 views2 pages
    The document is an overview of an eLearning course on Investment Funds in Canada. The 90-140 hour course provides foundational knowledge for advisors to give effective mutual fund investment advice based on clients' objectives, timeline, and risk tolerance. It also covers advisors' legal, ethical, and professional responsibilities. The course helps qualify candidates to apply for MFDA membership and licenses to sell mutual funds in Canada. It provides competencies like understanding Canadian markets and mutual funds, analyzing risk-return, and creating client portfolios. The intended audience is those seeking mutual fund licenses and financial professionals looking to expand their knowledge.

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    The document is an overview of an eLearning course on Investment Funds in Canada. The 90-140 hour course provides foundational knowledge for advisors to give effective mutual fund investment advice based on clients' objectives, timeline, and risk tolerance. It also covers advisors' legal, ethical, and professional responsibilities. The course helps qualify candidates to apply for MFDA membership and licenses to sell mutual funds in Canada. It provides competencies like understanding Canadian markets and mutual funds, analyzing risk-return, and creating client portfolios. The intended audience is those seeking mutual fund licenses and financial professionals looking to expand their knowledge.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    44 views2 pages

    IFC Brochure

    Uploaded by

    Pradeep Perwani
    The document is an overview of an eLearning course on Investment Funds in Canada. The 90-140 hour course provides foundational knowledge for advisors to give effective mutual fund investment advice based on clients' objectives, timeline, and risk tolerance. It also covers advisors' legal, ethical, and professional responsibilities. The course helps qualify candidates to apply for MFDA membership and licenses to sell mutual funds in Canada. It provides competencies like understanding Canadian markets and mutual funds, analyzing risk-return, and creating client portfolios. The intended audience is those seeking mutual fund licenses and financial professionals looking to expand their knowledge.

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    eLEARNING

    Investment Funds in Canada (IFC)


    HELP YOUR CLIENTS MAKE SMART INVESTMENT DECISIONS

    COURSE The IFC provides foundational knowledge that prepares Advisors to give clients
    effective advice on mutual fund investments based on a client’s objectives, timeline
    OVERVIEW &
    and risk tolerance. It also provides greater insight into a mutual fund representative’s
    BENEFITS
    legal, ethical and professional responsibilities.
    DUR AT I ON
    • Completing the course will help push your resume to the top and gain a
    90 - 140 hours competitive advantage while applying for jobs.
    • You will also qualify to apply to become an MFDA member and perform
    mutual fund transactions and provide clients with effective financial advice.
    • Completing the IFC will open doors to earn more financial credentials and
    designations.

    COMPETENCIES • Understand the Canadian financial markets and the mutual funds industry
    better.
    GAINED
    DE LI V E RY CHANNEL • Analyze the risk-return relationship of investments.

    eLearning • Gain more in-depth insight into assessing mutual fund performance and fee
    structure.
    • Build skills to create and effectively manage client portfolios.

    LEARNING By completing this course, learners will have an in-depth understading of the
    Canadian financial services landscape. They will gain the knowledge needed to make
    OBJECTIVE
    smart investment decisions, become a confident advisor and build a solid foundation
    for their career. This course will enable you to meet your MFDA regulatory
    Course Topics: requirements to register for a license to sell mutual funds in Canada.

    1 Introduction to
    the Mutual Funds INTENDED Enrol in the CSC if you’re:

    Marketplace AUDIENCE • Seeking your license to sell mutual funds


    • A financial services professional seeking to grow your knowledge-base
    2 The Know Your Client
    • Want a broader understanding of capital markets
    Communication Process

    3 Understanding

    Investment Products
    and Portfolios

    4 Understanding

    Mutual Funds and


    Managed Products

    5 Evaluating Mutual Funds

    6 Ethics, Compliance
    and Mutual Fund
    Regulations

    For more information contact: designations@csi.ca


    Course Detail
    TOPICS CHAPTERS

    1 Introduction to 1 The Role of the Mutual Fund Sales Representative


    the Mutual Funds
    2 Overview of the Canadian Financial Marketplace
    Marketplace
    3 Economic Principles

    2 The Know Your Client 4 Getting to Know the Client


    Communication
    5 Behavioural Finance
    Process
    6 Tax and Retirement Planning

    3 Understanding 7 Types of Investment Products and How They Are Traded


    Investment Products
    8 Constructing Investment Portfolios
    and Portfolios
    9 Understanding Financial Statements

    4 Understanding 10 The Modern Mutual Fund


    Mutual Funds and
    11 Conservative Mutual Fund Products
    Managed Products
    12 Riskier Mutual Fund Products

    13 Alternative Managed Products

    5 Evaluating 14 Understanding Mutual Fund Performance


    Mutual Funds
    15 Selecting A Mutual Fund

    16 Mutual Fund Fees and Services

    6 Ethics, Compliance 17 Mutual Fund Dealer Regulation


    and Mutual Fund
    Regulations 18 Applying Ethical Standards to What You Have Learned

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