Investment Funds in Canada (IFC /IFIC) Tutorials

The IFC certification from CSI prepares you to advise clients about their mutual funds investments

4.55 (468 reviews)

Udemy

platform

English

language

Finance Cert & Exam Prep

What you will learn

The IFC certification from CSI 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 .

This tutorials help you to prepare for the exam

Why take this course?

This course discusses the financial markets and mutual fund industry . In a series of recorded videos we would be discussing about

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

IFC is a regulatory exam conducted by CSI . It is generally taken by learners planning to enter in financial services / Banking sector in Canada.

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Reviews

Treesa

October 29, 2023

The course is not detailed, in order to understand the concepts and to get aware, the course needs to be detailed. Not satisfied with the purchasing of this course.

leo

September 19, 2023

is there any way to take screenshots? or do you have notes on it? met with an accident my right hand is not usable. is there any way

Ushna

July 24, 2023

it was good he made everything clear but a suggetion would be that he must make videos in hindi language.or must do a voiceover in hindi on this videos because there are many urdu hindi speaking people who want to understand more clearly in thier own language.

Chirag

June 27, 2023

He is just reading points from books. I need explanation and also he should elaborate by giving examples.

Amy

February 9, 2023

moves fast across some topics, some of the explanations are vague and the use of excel for mathematical explanation of course is easy but we are expected to use a financial calculator would be much more benifical to use that device we are expected to use. transcript is not of great help as a lot of typos same with CC. Somewhat helpful but I found I still needed to utilize other resources

Sumit

January 19, 2023

Thanks for your such wonderful useful videos. It made whole course coverage so easy. Thanks for your efforts.

Nysa

December 18, 2022

The trainer is knowledgeable but tends to mostly rush through. Sometimes I felt important points were just read through without explaining anything

Asif

July 19, 2022

I think the quality of videos could be better. I compare this course with a few dozens of courses taken by me in LinkedIn Learning. However, I have to admit that that lecturer is very knowledgeable.

Vaibhav

June 15, 2022

Some elements of the book are not present in the course. Some exam-based questions should be included as well.

Ghaid

May 9, 2022

Thank you for sharing using the RBC trading platform, it made the concepts easier to comprehend. Also you mentioned CDIC coverage on GIC is $1M. I thought CDIC covers $100,000.

Lawal

March 4, 2022

The lecture is nothing short from what i was expecting, very brief and straight to the point. A non financial individual and easily grab from a layman point of view.

Paras

February 27, 2021

the instructor is only reading what has been written in the book and not explaining anything further which could be usefull.

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