Mutual Fund License Training - IFC / CSC

EARN YOUR MUTUAL FUND REPRESENTATIVE LICENSE

IFC / CSC are the most popular investment funds course available to  earn your mutual fund sales license. 

Investment Funds in Canada (IFC) course will give you the certification you need to start giving advice and to start helping your clients make smart investment decisions based on their needs. 

Canadian Securities Course (CSC)  is the foundational financial services credential that top employers demand. 

INVESTMENT FUNDS IN CANADA (IFC) - Exam Prep

IFC Exam Preparation- 15.0 hours Investment Funds in Canada

The IFC provides foundation knowledge that prepares Mutual Fund Representatives to give effective advice to clients on mutual fund investments based on the client’s objectives, timeline and risk tolerance. IFC provides greater insight into a mutual fund representative’s legal, ethical and professional responsibilities. Successful course completion earns your Mutual Fund Dealer – Dealing Representative License. 

Enrol in the IFC exam prep if you're:

  • Seeking your license to sell mutual funds
  • A financial services professional seeking to grow your knowledge base
  • Want a broader understanding of capital markets

Learn About:

  • 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

IFC Exam Weightings:

  • Introduction to the Mutual Funds Marketplace - 13%
  • The Know Your Client Communication Process - 19%
  • Understanding Investment Products and Portfolios - 18%
  • The Modern Mutual Fund - 5%
  • Analysis of Mutual Funds - 10%
  • Understanding Alternative Managed Products - 3%
  • Evaluating and Selecting Mutual Funds - 16%
  • Ethics, Compliance, and Mutual Fund Regulation - 16%

Exam Information:

  • Exams - 1
  • Exam Format - Paper or Computer Based
  • Exam Duration - 3 Hours
  • Question Format - Multiple Choice
  • Questions Per Exam - 100
  • Attempts Allowed Per Exam - 3
  • Passing Grade - 60%
  • Assignments - None

Book your training session TODAY.

 ** FinanceCoach.Ca provides guidance to course participants to be sufficiently prepared to write the IFC license examination. The estimated number of 15 - 20 hours is the average a participant could possibly expect to spend coaching for the course and would require an additional 30-40 hours of reading. Please note that these are only recommended hours of study developed based on research and the course content taught, however, this does not mean that some students with exceptional backgrounds would not take less time than recommended or that students with no background at all in finance or economics would not take longer than the maximum 

CANADIAN SECURITIES COURSE (CSC) - Exam Prep

CSC Preparation- 15.0 to 20.0 hours Per Paper

The content for the CSC for Investors is parallel to that of the original Canadian Securities Course (CSC®) that financial professionals take as the foundation course for their careers in financial services. By working off of a similar foundation to that of a financial professional, you can get the most out of your partnership with your financial advisor – working together to have better discussions, make informed decisions and maximize your investment potential. 

Enrol in the CSC if you're:

  • Training to become a full-service registered representative, discount broker or an investment Rep
  • Seeking your mutual funds license
  • A bank or trust company officer
  • A financial planner
  • An active investor who wants to learn how to manage your portfolio
  • Seeking a position in the Canadian financial services industry

Learn About:

  • The Canadian securities industry and the regulatory environment
  • Market and the economic events that are impacting investment performance
  • Understanding & analyzing corporate financial statements
  • Financial instruments: fixed income, equities, managed products, structured products and derivatives
  • Company, industry and market performance/analysis
  • The portfolio management process and asset allocation
  • Setting financial goals, the financial planning process and taxation
  • Industry standards of conduct and the code of ethics
  • The institutional marketplace

Exam Weightings:

PART 1

  • The Canadian Investment Marketplace - 16%
  • The Economy - 13%
  • Features and Types of Fixed-Income Securities - 12%
  • Pricing and Trading of Fixed-Income Securities - 11%
  • Common and Preferred Shares - 13%
  • Equity Transactions - 10%
  • Derivatives - 10%
  • Financing and Listing Securities - 7%
  • Corporations and their Financial Statements - 8%

PART 2

  • Fundamental and Technical Analysis - 12%
  • Company Analysis - 9%
  • Introduction to the Portfolio Approach -  12%
  • The Portfolio Management Process - 10%
  • Mutual Funds - 14%
  • Segregated and Hedge Funds - 7%
  • Other Managed and Structured Products - 15%
  • Canadian Taxation - 6%
  • Working with the Retail Client - 5%
  • Working with the Institutional Client - 10%

Exam Information:

  • Exams - 2
  • Exam Format - Paper or Computer Based
  • Exam Duration - 3 Hours
  • Question Format - Multiple Choice
  • Questions Per Exam - 100
  • Attempts Allowed Per Exam - 3
  • Passing Grade - 60% (Per Exam)
  • Assignments - None

Book your training session TODAY.

** FinanceCoach.Ca provides guidance to CSC exam preparation The estimated number of 15 - 20 hours per paper is the average a participant could possibly expect to spend coaching for the course and would require an additional 30-40 hours of reading per paper. Please note that these are only recommended hours of study developed based on research and the course content taught, however, this does not mean that some students with exceptional backgrounds would not take less time than recommended or that students with no background at all in finance or economics would not take longer than the maximum for mutual fund exam preparation