Investment Funds in Canada (IFC /IFIC) Tutorials
The IFC certification from CSI prepares you to advise clients about their mutual funds investments
Ratings 4.55 / 5.00
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
Description
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.
Who Should Attend!
- accounting and finance students
