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Canadian Securities Institute, Moody's Analytics Training & Certification Services

Icon CourseInvestment Funds in Canada (IFC)

 

Earn Your Mutual Fund Sales License

Get your mutual fund sales license through the most popular investment funds course available. Investment Funds in Canada (IFC) course will give you the certification you need to start giving advice and to start helping your clients make smart investment decisions based on their needs.

Earn Your Mutual Fund Dealer - Dealing Representative License
Meet regulatory requirements to register for a license to sell mutual funds
Buying for a Team? Click Here
Start Building Your Book of Business
Gain the knowledge to give advice and start building your career as a mutual funds sales representative

Take a Peek Inside the IFC!

With our free interactive demo you can experience the IFC course for free before you enrol! Login to the demo now. username/password: ifcdemo

Who Should Enrol

Enrol in the IFC if you're:

  • Seeking your license to sell mutual funds
  • A financial services professional seeking to grow your knowledgebase
  • Want a broader understanding of capital markets

Course leads to the following credentials:

PFP   CFSA   CMFA

Everything You Need To Succeed

The IFC 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.

Learn About:

  • The financial markets and mutual fund industry
  • 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

Take a Peek Inside the IFC!

With our free interactive demo you can experience the IFC course for free before you enrol! Login to the demo now. username/password: ifcdemo

Approximate Hours of Study**
Hours of Study 90 - 140 hours

** In order to provide some guidance to course participants as to the length of time it will take to be sufficiently prepared to write the final examination, CSI has prepared this estimate of the number of hours an average participant could possibly expect to spend studying for a course. Please note that these are only recommended hours of study developed based on research and our course content, however, this does not mean that some students with exceptional backgrounds would not take less time than recommended or that students with no background at all in finance or economics would not take longer than the maximum.

EXAM STRUCTURE
(weightings are approximate)
 
Introduction to the Mutual Funds Marketplace 13%
The Know Your Client Communication Process 19%
Understanding Investment Products and Portfolios 18%
The Modern Mutual Fund 5%
Analysis of Mutual Funds 10%
Understanding Alternative Managed Products 3%
Evaluating and Selecting Mutual Funds 16%
Ethics, Compliance, and Mutual Fund Regulation 16%
EXAM FORMAT  
Exams 1
Exam Format Paper or Computer Based
Exam Length 3 Hours
Question Format Multiple Choice
Questions Per Exam 100
Attempts Allowed Per Exam 3*
Passing Grade 60%
Assignments None
ENROLMENT PERIOD  
Enrolment Period 1 year
COURSE COMPLETION NOTICE AND WALL CERTIFICATE

On successful completion of this course you will be able to download a Notice of Course Completion available through your student profile. This will remain on your profile as formal indication of course completion.

CSI will mail you a wall certificate within 4 - 6 weeks of course completion. If you would like to purchase a frame to display your certificate please click here. Please ensure that your First and Last Name on your profile match your First and Last Name on your Government Issued Photo identification - this will ensure you receive an accurate certificate.

CSI will be pleased to issue an Honors Certificate to all student who obtain a final course mark of 85% or higher.

*There is no charge for your first attempt at a paper-based exam within Canada, as long as it's at a regular exam center and you provide a minimum of 14 days notice before the date that you want to write the exam. If you would like to write a computer-based exam, an additional fee will be required.

Each subsequent paper-based exam attempt at a regular exam centre within Canada will also require an additional fee. This fee is in addition to any special, computer-based or international fees that may apply. You must provide a minimum of 14 days notice within Canada at a regular exam centre and 4 weeks notice for all other centres. Please note that the date of the exam is not part of any notice period.

†Please note: Access to your online materials will close 2 weeks after successful course completion or course expiry (whichever comes first). This course can be extended by 1 year provided you have not exceeded the attempts allowed for each exam. You can view CSI extension fees here. Your enrolment period can only be extended one time.

Important: During a student's enrolment period, CSI may update this course. In that case, details about the update and how it may affect students will be posted online via My CSI. Students are held responsible for and are examinable on the content in the course textbook(s) provided at the time of enrollment unless stated otherwise in My CSI. Students are encouraged to check My CSI regularly throughout their enrolment period.

Click below to access CE accreditation information for this course. To search for specific course information, click the https://www.csi.ca/student/en_ca/images/find_icon.jpg icon or press the ctrl key & F key at the same time and enter the course name to search the document for the information you are interested in.

Continuing Education Credits

National/Provincial (Excluding Quebec)
Download CE Chart (PDF, 163 kb)

National/Quebec (IQPF/CSF)
Download IQPF/CSF Chart (PDF, 182 kb)

Please note: While CSI makes every effort to ensure that the information is up-to-date, we are unfortunately unable to fully guarantee its accuracy. The information listed in the charts above may be subject to change.

For details on the organizations and other information on CE Credits listed in the above charts, please click here.

The IFC now comes in two alternative bundling options. Please select one of the two options.

Investment Funds in Canada (IFC)
Investment Funds in Canada (IFC) Value Pack Combo* $565.00
Online course with hard-copy textbook $385.00

* The Investment Funds in Canada (IFC) Value Pack Combo is your all in one course and study tool package to set you up for success. In addition to the online, interactive version with hard-copy textbook you also get the full set of study tools, including the IFC Check, IFC Audio Book, Financial Investment Calculations Toolkit With Calculator, Macro and Microeconomic E-Tutorial.

Bundle & Save More

Save 10% when you buy any two of the following study tools, save 15% when you buy any three of the following study tools. Please note: study tools are all delivered online and are not refundable.

Buying for a Team? Click Here
Study Tools
IFC Check $140.00
IFC Audio BookListen to IFC Audio Book $35.00
Financial Investment Calculations Toolkit $85.00
Macro- and Microeconomics e-Tutorial $55.00
Investment Funds in Canada (IFC) Seminar $350.00 Schedule
Replacement Textbook
Replacement Hard-copy Textbook* $35.00

*Only students currently enrolled in the course and course graduates may purchase a replacement hard-copy textbook.

SHIPPING & HANDLING

  • Non-electronic course materials will ship within 5 business days of purchase
  • Electronic course materials will be available immediately upon purchase
  • Shipping costs vary by location & will be displayed on the final screen of check out
  • Shipping and handling fees will apply to all orders that include textbooks.

Corporate discounts may apply. Please be sure to identify your employer during the enrollment process or contact your human resources or training department to determine eligibility. Discounts will be applied during the enrolment process.