Investment Funds

This course covers topics that range from Money Market to Exchange Traded Funds. Learn about various global investment funds and how they can meet investors' needs. The IFC prepares you to advise clients about their mutual fund investments based on their objectives, timeline and risk tolerance. It also explains a mutual fund representative's legal, ethical and professional responsibilities.

What You Will Learn:

• The financial markets and mutual fund industry
• 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
  

Course Prerequisites

• Associates Degree or higher
• Five years plus experience in Financial Services

Course Duration - 10 months

• Cost - Full course cost - $2,695 (Members) $3,025 (Non-Members)
• Includes course materials, lectures, and examination

Final Qualifying Exam

• All Exams are prepared and marked by The Canadian Securities Institute

Syllabus

Module I
Clients and Products: The Basics

Module II
Knowing the Client

Module III
Securities, Markets and Investment Portfolios

Module IV
Understanding Mutual Funds

< Download 2012 Schedule >