The Canadian Investment Funds Course is unlike anything in the industry. Throughout this course, learners will be given information and exercises that are relevant to their work as mutual fund salespeople. The sequence of the instruction parallels the process that they will follow much of the time with clients. Our goal is not only to present the knowledge that they will need for the role but also to give them the opportunity to analyze case studies and put their knowledge into practice. Students will be introduced to case studies that challenge them to provide the next step in a mutual fund "solution" for their clients. At the end of each lesson, students will have a more complete picture of this solution and greater expertise in solving varied client cases. By the end of the course, students will have the foundation of what they need to know to be mutual fund salespeople. They will also have had the opportunity to practice and apply their knowledge, not just on one topic at a time, but in cases and exercises that challenge them to integrate many different skills.
60-90 hours (suggested study time)
Students receive proof of successful exam completion which enables them to register with the provincial securities commissions as a mutual fund representative.
IFSE Institute 3660 Hurontario Street 8th floor Mississauga, Ontario L5B 3C4 Tel: 1-888-865-2437 Fax: 905-803-0944 Email: firstname.lastname@example.org