CIFC®: Canadian Investment Funds Course (Online)

  • Formats:

    Online

     

  • Duration:

    33 hours

  • Registration Fee:

    $378
    +$210 IFSE Registration

Register Now

Start Date

Online

Part-Time:June 19, 2024 - August 28, 2024

Schedule: Webinars will be held Wednesdays from 5:00 – 8:00 pm PST

 

 

Canadian Investment Funds Course Overview

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 a dealing representative in mutual funds.

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 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.

Academic Partner: IFSE Institute

Ashton College is an Academic Partner of the Investment of Financial Services Education (IFSE) Institute offering the Canadian Investment Funds Course in an instructor led format. This course follows the requirements laid out by IFSE for students to successfully complete the CIFC Exam and meet the proficiency requirements by the provincial securities commissions for mutual fund licensing.

The Investment of Financial Services Education (IFSE) Institute is a leader in online delivery helping Canadians with their financial knowledge with their best in class education and support. IFSE is a not-for-profit, ensuring affordable and accessible education to anyone curious.

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Topics Covered/Learning Objectives

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 Your 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

Admission Requirements

None

Instructors

Subject to change without notice

Obada Al-Dimashki

Obada Al-Dimashki, Ashton College InstructorObada Al-Dimashki is an engaging and interpersonal business professor with extensive experience teaching at various post-secondary institutions across Canada. His teaching has covered several business topics including international business, finance, supply chain and management. Along with his teaching, His industry experience includes international supply chain management at a major industrial group and he has served as a reserve Combat Logistics Officer with the Canadian Armed Forces.

 

Steve Fooks

Steve Fooks - Ashton College Instructor

Steve is a (CFP) Certified Financial Planner and a Certified Health Insurance Specialist (CHS).  He has also completed the Certified Executive Coach program at Royal Roads University. He combines his 20 years of industry experience with his passion for education and the development of others. Steve is an Advanced Case Consultant for Canada Life where he works alongside financial advisors as their subject matter expert on life insurance. His focus is on estate planning and corporate insurance planning where he combines his product design and people skills to create custom solutions for clients.

 

Jason Wong

Jason Wong Ashton College InstructorJason Wong has extensive knowledge in the wealth management industry and has been practicing financial planning since 2001. Jason started his career through the financial advisory channel in one of the major banks. He then moved on to the independent channel to assist his individual and business clients in achieving their financial goals through comprehensive financial planning. Jason is also a consultant supporting financial advisers in providing wealth management solutions to their clients. Jason holds several industry accreditations: Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Financial Management Advisor (FMA) and Derivative Market Specialist (DMS). He holds a Master of Business Administration from the University of Manchester, one of the top global business schools according to the Financial Times Global MBA rankings.

Required Materials

Students are required to register and make payment to IFSE to obtain access to all required materials and textbooks; registration details will be emailed to students by Student Services

Fees

The registration fee for this course is $378. Students must also register with the IFSE – as an Ashton College student, the academic partner rate is an additional $210.

Technical Requirements

Get the Best of Both Worlds: Live and Asynchronous Learning at Ashton College

Ashton College understands that everyone learns differently, which is why we offer a unique blended learning approach for our live online courses. This approach combines the real-time interaction and immediate feedback of live sessions with the flexibility and self-paced learning of asynchronous materials.

Experience the benefits of both worlds:

Live Online Sessions:

Interact with instructors and classmates in real-time using interactive sessions, breakout rooms, and screen sharing.

Get instant feedback and ask questions for a deeper understanding.

Asynchronous Learning:

Learn at your own pace with recorded lectures, online readings, and discussion forums.

Review materials as needed and revisit difficult concepts for better comprehension.

We encourage you to participate in both components to maximize your learning experience:

Enjoy the interactivity and community of live sessions.

Benefit from the flexibility of studying at your own pace.

Technical Requirements:

Computer System: Fully functional computer with webcam, speakers, and microphone (headset recommended).

Internet Connection: Reliable high-speed internet connection.

Device: While accessible on smartphones and tablets, we recommend using a laptop or desktop computer for a better learning experience.

This program/course does not require approval by the Private Training Institutions Branch (PTIB) of the Ministry of Post-Secondary Education and Future Skills. As such, PTIB did not review the program/course.

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