What’s the IFIC Certification?

It is a requirement to work in the banking sector in Canada. When you cross the examination, you might be eligible to be registered as a Mutual Fund Consultant in a financial institution. You may advise purchasers tips on how to make investments their cash by recommending appropriate mutual funds.

Can I work from my house after passing the IFIC examination after getting employed?

Sure, some firms are offering on-line shopper appointments for funding recommendation. So it’s attainable to do business from home.

Can I work in the again workplace after finishing the IFIC?

In case you do not like gross sales or wish to work in mutual fund and funding processing back-office, it’s attainable, the pay price is $17-$23/hr

What is the pay price for shopper going through jobs with an IFIC certification?

In Canada, it could possibly be round $25 to $30/hr. So on the low finish, it could possibly be $50,000 yearly earlier than taxes and deductions.

How do I enroll in the examination from a supplier?

Go to Canadian Securities Institute or IFSE web sites for particulars. Each IFIC and IFC are equal in the banks.

Why ought to I enroll in your examination preparation course?

The subjects in every chapter are defined in a simple to know method. You’ll save effort and time by reviewing the movies. You may research at your personal tempo. The worth for the movies is less expensive than hiring a tutor or attending a seminar.

What is roofed in the IFIC Exam preparation course?

These examination preparation movies cowl the subjects in each the CSI course IFIC and in addition IFSE course IFC 

The next subjects and chapters are coated in this course:

1. The function of the mutual fund gross sales representatives.

2. The overview of the Canadian Monetary Market.

3. Financial ideas.

4. Attending to know the shopper; tips on how to advocate appropriate investments.

5. Behavioral finance – how purchasers determine what to take a position in

6. Tax and retirement planning

7. Varieties on Investment Merchandise and How They Are Traded

8. Setting up Investment Portfolios

9. Understanding Monetary Statements

10. The Trendy Mutual Fund

11. Conservative Mutual Fund Merchandise

12. Riskier Mutual Fund Merchandise

13. Various Manages Merchandise

14. Understanding Mutual Fund Efficiency

15. Choosing a Mutual Fund

16. Mutual Fund Charges and Companies

17. Mutual Fund Seller Regulation

18. Making use of Moral Requirements to What You Have Realized

The movies are narrated with PDF abstract slides that describe the subjects in an easy-to-understand method. The reference ebook is 444 pages and has a variety of element. This abstract of the course focuses on the primary elements that are anticipated in the examination, in addition to the information which is required to supply purchasers with a excessive degree of information and expertise.


The trade-marks AFP, BCO, CSI, CSC, CPH, DFOL, FP1, FP2, FPSU, IFC, NEC, OLC, PFP, PFSA, WME, Wealth Administration Necessities, Department Compliance Officer, Canadian Securities Course, Conduct and Practices Handbook Course, Investment Fund in Canada, New Entrants Course, Wealth Administration Necessities, Private Monetary Companies Recommendation Studying, Monetary Planning 1, Monetary Planning 2, Monetary Planning Complement, Utilized Monetary Planning, and Private Monetary Planner are owned by the Canadian Securities Institute (CSI®). The Canadian Securities Institute (CSI®) doesn’t sponsor, license or essentially advocate these notes and research materials for any of its programs. Dazia Consulting Inc. is an unbiased provider of academic companies. Exam preparation supplies will not be sponsored by every other business group.

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