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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

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YOU WILL DEVELOP

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

LEADS TO careers SUCH AS:

  • 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.