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
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.