IFIC Course Preview – Types of Investment Products and Portfolios

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About Course

This introduction exam preparation videos covers the topics in both the CSI course IFIC, and also the IFSE course IFC. Passing this course will provide you the opportunity to become a licensed mutual fund representative in Canada. You can work in a a bank as a personal banking officer or financial advisor after passing this course. This is a preview of two chapters from our popular video course. To view all the chapters, please enroll in the full video course.

The following topics and chapters are covered in this course:

Chapter 7. Types on Investment Products and How They Are Traded

Chapter 8. Constructing Investment Portfolios

The videos are narrated with PDF summary slides that describe the topics in an easy-to-understand manner. The reference book is 444 pages and has a lot of detail. This summary of the course focuses on the main aspects which are expected in the exam, as well as the knowledge which is required to provide clients with a high level of knowledge and experience.

Disclaimer: The trade-marks AFP, BCO, CSI, CSC, CPH, DFOL, FP1, FP2, FPSU, IFC, NEC, OLC, PFP, PFSA, WME, Wealth Management Essentials, Branch Compliance Officer, Canadian Securities Course, Conduct and Practices Handbook Course, Investment Fund in Canada, New Entrants Course, Wealth Management Essentials, Personal Financial Services Advice Reading, Financial Planning 1, Financial Planning 2, Financial Planning Supplement, Applied Financial Planning, and Personal Financial Planner are owned by the Canadian Securities Institute (CSI®). The Canadian Securities Institute (CSI®) does not sponsor, license or necessarily recommend these notes and study material for any of its courses. Dazia Consulting Inc. is an independent supplier of educational services. Exam preparation materials are not sponsored by any other industry organization.
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What Will You Learn?

  • Mutual Funds Marketplace
  • Investment products features and returns
  • Ethics, Compliance and Mutual Fund Regulations
  • Tax saving and retirement objectives
  • Economic principles affecting investments

Course Content

Chapter 7: Types on Investment Products and How They Are Traded

Chapter 8: Constructing Investment Portfolios

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