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 representative dealing 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 licencing.
The registration fee for this course is $378*.
* Does not include the cost of all required materials and textbooks in the registration fee.
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.
Ashton College uses web conferencing tools (Zoom for Education) to help instructors and students connect and collaborate live online. Students should have access to a computer, laptop or smartphone to access the class sessions. To be able to participate in webinars, students need a webcam and headset, or a microphone and headphones, along with a high-speed internet connection.
This course does not require approval by the Private Training Institutions Branch of the Ministry of Advanced Education, Skills & Training. As such, it was not reviewed.