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

Url: View Details

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


Courses By:   0-9  A  B  C  D  E  F  G  H  I  J  K  L  M  N  O  P  Q  R  S  T  U  V  W  X  Y  Z 

About US

The display of third-party trademarks and trade names on this site does not necessarily indicate any affiliation or endorsement of hugecourses.com.


© 2021 hugecourses.com. All rights reserved.
View Sitemap