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Investment Funds in Canada (IFC /IFIC) Question Bank

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

3.6

(99 Ratings)

702 Students

Created by

Finance in Canada Inc

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6 Bài học

Approximately 0h to complete

There are 702 participants

What you'll 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 question bank help you to prepare for the exam

This question bank is divided based on chapters

Course content

0 Sections

6 Lessons

h 0m

Chapter 1 and 2

Quiz

Chapter 3 and 4

Quiz

Chapter 5 and 6

Quiz

Chapter 7, 8 and 9

Quiz

Chapter 10 ,11 12 and 13

Quiz

Chapter 14,15,16,17 and 18

Quiz

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Describe

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.

About the Instructor :

I am a qualified CFA and CFP  professional who takes pride in providing education and tailor-made advice to clients. I believe that right advice and education can significantly influence client experience.

I have over 10 years of experience in providing clients with education related to financial planning and wealth management services. Feedbacks from customers, that I have contributed to their financial well being is a testimony to my prowess of understanding their needs, creating investment policy statements and providing investment solutions.

I believe in continuous improvement and have completed Chartered Financial Analyst and Certified Financial Planner certification. These certifications have evolved my understanding of financial markets, products, ethics and processes. I have a comprehensive understanding of money management, mortgages, insurance, taxation, retirement products and financial planning process. I have expertise in handling investments via instruments like stocks, mutual funds, fixed income instruments and complex products like hedge funds, structures and private equity.


I acknowledge the importance of financial literacy for the society.I have conducted numerous training sessions via classroom and virtual modes These training covered various aspects of financial planning and portfolio management. I am extremely proud that in my previous firm we could reach four hundred thousand investors through these initiatives. I am also reverent of the fact that I was a part of a team that conducted the largest stock mind competition for students . I have developed 1000+ hours of e-learn and video content

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