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The Canadian Investment Funds Course (CIFC) provides students with in-depth knowledge of mutual funds. This course is delivered in partnership with the IFSE Institute.
Students will be taught about the various types of mutual funds, the forms to evaluate performance and client’s objectives. This course focuses on case studies and the real-life issues relating to mutual funds sales and individual compliance. By the end of the course, students will have a solid foundation of what they need to know to be mutual fund dealing representatives.
The sequence of instruction mirrors the process normally followed with clients in the real world. Lessons provide multiple and concurrent challenges that require integrating many different skills and putting theoretical knowledge into practice. The result is a more complete picture of how to structure various solutions for diverse client needs.
The successful completion of the CIFC Exam meets the proficiency requirement by the provincial securities commissions for mutual fund licensing.
Applicants must be:
- High school graduates or 19 years or older at the start of the applicant’s program or course; and
- Proficient in English (please see policy 1002).
For more details, please see related Admissions Policy.
This course is offered both in-class and online.
- In-class: delivered from our Vancouver campus.
- Online: uses Adobe Connect and Google Apps to deliver interactive learning through live webinar sessions.
Start dates coming soon. Please contact us to be added to the wait list.
May 4, 2017 – July 13, 2017
- 3-hour webinars every Thursday, 5:30pm – 8:30pm.
- Total of 11 weeks.
Unit 1: Regulatory Environment
- Lesson 1: Regulatory Bodies
- Lesson 2: Regulations
Unit 2: Registrant Responsibilities
- Lesson 1: Ethics
- Lesson 2: Compliance
- Lesson 3: Compliance Issues
- Lesson 4: Registration Requirements
Unit 3: Suitability
- Lesson 1: Strategic Investment Planning (SIP)
- Lesson 2: Suitability Requirement
- Lesson 3: Know Your Client (KYC)
- Lesson 4: Know You Product (KYP)
- Lesson 5: Assessing Suitability
Unit 4: Economic Factors and Financial Markets
- Lesson 1: Economic Factors
- Lesson 2: Financial Markets
- Lesson 3: Canada’s Financial System
Unit 5: Types of Investments
- Lesson 1: Building Blocks of Mutual Funds
- Lesson 2: Fixed Income Securities
- Lesson 3: Bonds
- Lesson 4: Equities
- Lesson 5: Derivatives
Unit 6: Types of Mutual Funds
- Lesson 1: Introduction to Mutual Funds
- Lesson 2: Mutual Fund Categories
- Lesson 3: Conservative Mutual Funds
- Lesson 4: Growth-oriented Mutual Funds
- Lesson 5: Competitive Products
Unit 7: Portfolio Management
- Lesson 1: The Portfolio Manager
- Lesson 2: Financial Analysis
- Lesson 3: Mutual Fund Performance and Risk
Unit 8: Mutual Funds Administration
- Lesson 1: Mutual Fund Organization
- Lesson 2: Purchasing Mutual Funds
- Lesson 3: Redeeming Mutual Funds
- Lesson 4: Fee Structure
- Lesson 5: Disclosure
- Lesson 6: Account Types
Unit 9: Retirement
- Lesson 1: Government and Employer Plans
- Lesson 2: Registered Retirement Savings Plans (RRSPs)
- Lesson 3: Withdrawing from RRSPs
- Lesson 4: Locked-In Accounts
Unit 10: Taxation
- Lesson 1: Canadian Tax System
- Lesson 2: Taxation of Investment Income
- Lesson 3: Taxation of Mutual Funds
Unit 11: Making Recommendations
- Lesson 1: Evaluating the Client
- Lesson 2: Selecting Mutual Funds
- Lesson 3: Asset Allocation
- Lesson 4: Tax-Efficient Strategies
The registration fee for this course is $378.