Canadian Securities Institute, Moody's Analytics Training & Certification Services
Mobile Menu
IFC banner

Investment Funds in Canada (IFC)

The IFC provides foundational knowledge that prepares Advisors to give effective advice to clients on mutual fund investments based on a client’s objectives, timeline and risk tolerance. It also provides greater insight into a mutual fund representative’s legal, ethical and professional responsibilities.

Successful course completion earns your Mutual Fund Dealer – Dealing Representative License

Learn more if you're buying for a team


A better understanding of financial markets and the mutual funds industry The ability to analyze the risk-return relationship of investments Better methods to create and effectively manage client portfolios
Deeper insight into assessing mutual fund performance and fee structure


  • Mutual Funds Licenced Dealer
  • Financial Planner
  • Discount Broker
  • Investment Representative

Consider The CSC® as an alternative learning pathway. The CSC® combines comprehensive investment funds knowledge and licensing with a deeper understanding of the Canadian financial services landscape.