This course provides foundational knowledge that prepares mutual fund representatives to give effective advice to clients about mutual fund investments based on a client�s objectives, timeline, and risk tolerance. It also provides greater insight into legal, ethical, and professional responsibilities. The sequence of instruction mirrors the typical process used with clients in the real world. A challenging case study and practice exam enable students to put knowledge into practice. Successful completion of the Canadian Investment Funds Course (CIFC) Exam meets the proficiency requirements set by provincial securities commissions for mutual fund licensing.
- Teacher: Alice Lin
Skill Level: Beginner
