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What you’ll learn:
Mutual Funds Marketplace
Investment products features and returns
Tax saving and retirement objectives
Economic principles affecting investments
Ethics, Compliance and Mutual Fund Regulations
This introduction exam preparation videos covers the topics in both the CSI course IFIC and also IFSE course IFC The following topics and chapters are covered in this course:
Chapter 7: Types on Investment Products and How They Are Traded
Chapter 8. Constructing Investment Portfolios
For access to our full IFIC 10 hours course, enroll in our course on Udemy and check out our other courses also.
The videos are narrated with PDF summary slides that describe the topics in an easy-to-understand manner. The reference book is 444 pages and has a lot of detail. This summary of the course focuses on the main aspects which are expected in the exam, as well as the knowledge which is required to provide clients with a high level of knowledge and experience.
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Disclaimer: The trade-marks AFP, BCO, CSI, CSC, CPH, DFOL, FP1, FP2, FPSU, IFC, NEC, OLC, PFP, PFSA, WME, Wealth Management Essentials, Branch Compliance Officer, Canadian Securities Course, Conduct and Practices Handbook Course, Investment Fund in Canada, New Entrants Course, Wealth Management Essentials, Personal Financial Services Advice Reading, Financial Planning 1, Financial Planning 2, Financial Planning Supplement, Applied Financial Planning, and Personal Financial Planner are owned by the Canadian Securities Institute (CSI®). The Canadian Securities Institute (CSI®) does not sponsor, license or necessarily recommend these notes and study material for any of its courses. Dazia Consulting Inc. is an independent supplier of educational services. Exam preparation materials are not sponsored by any other industry organization.
Who this course is for:
- Enrolled in the IFIC exam in Canada
- Enrolled though CSI or IFSE
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