Investment Funds in Canada (IFIC /IFC) Exam Prep Numerical Part 1 2023

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The IFC certification from CSI prepares you to advise clients about their mutual funds investments based on their objectives, timeline and risk tolerance. It also explains a mutual fund representative's legal, ethical and professional responsibilities . This tutorials help you to prepare for the exam

This course discusses the financial markets and mutual fund industry . In a series of recorded videos we would be discussing about

1. Your role as a mutual fund sales representative
2. The importance of the "Know your client" rule and how to apply it
3.Analyzing the risk-return relationship of investments
4. Explain the process of creating and managing investment portfolios that meets client's needs
5. The different types of mutual funds
6. The function of exchanges and clearinghouses
7. Assessing mutual funds performance and fee structure

IFC is a regulatory exam conducted by CSI (Canadian Securities Institute). It is generally taken by learners planning to enter in financial services / Banking sector in Canada
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