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 licencing.
Unit 1: Regulatory Environment
Unit 2: Registrant Responsibilities
Unit 3: Suitability
Unit 4: Economic Factors and Financial Markets
Unit 5: Types of Investments
Unit 6: Types of Mutual Funds
Unit 7: Portfolio Management
Unit 8: Mutual Funds Administration
Unit 9: Retirement
Unit 10: Taxation
Unit 11: Making Recommendations
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
The registration fee for this course is $378.
Live Online Students
Ashton College uses web conferencing tools to help instructors and students connect and collaborate live online. For the online classes, students need to have a fully functional computer system with a webcam, speakers and microphone or headset and headphones, along with a reliable high-speed internet connection. Though the classes can be accessed using smartphones and tablets, we recommend using a laptop or desktop computer for a better learning experience.
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.