Investment Funds In Canada (Ifc /Ific) Tutorials

The IFC certification from CSI prepares you to advise clients about their mutual funds investments

What you'll learn
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
Requirements
Planning to give the IFC exam conducted by CSI
Description
This course discusses the financial markets and mutual fund industry . In a series of recorded videos we would be discussing about Your role as a mutual fund sales representativeThe importance of the "Know your client" rule and how to apply itAnalyzing the risk-return relationship of investmentsExplain the process of creating and managing investment portfolios that meets client's needsThe different types of mutual fundsThe function of exchanges and clearinghousesAssessing mutual funds performance and fee structureIFC is a regulatory exam conducted by CSI . It is generally taken by learners planning to enter in financial services / Banking sector in Canada.

Overview

Section 1: Introduction

Lecture 1 Introduction to investment funds in canada

Lecture 2 The Role of the Mutual Fund Sales Representative

Lecture 3 Overview of the Canadian Financial Marketplace

Lecture 4 Economic Principles

Lecture 5 Getting to know your client

Lecture 6 Behavioral Finance

Lecture 7 Tax and retirement planning

Lecture 8 Types of Investment products and how they trade

Lecture 9 Constructing Investment portfolios

Lecture 10 Understanding financial statement part A

Lecture 11 Understanding financial statement part B

Lecture 12 Financial ratio analysis

Lecture 13 Ratio examples

Lecture 14 The modern mutual fund

Lecture 15 Conservative mutual fund products

Lecture 16 Riskier mutual fund products

Lecture 17 Alternative managed products part 1

Lecture 18 Alternative managed products part 2

Lecture 19 Understanding mutual fund performance

Lecture 20 Selecting a mutual fund

Lecture 21 Mutual fund fees and services

Lecture 22 Mutual fund dealer regulations

Lecture 23 Applying Ethical Standards to what you have learned

Section 2: Additional videos

Lecture 24 Investing in Canada

Lecture 25 TFSA

Lecture 26 RRSP

Lecture 27 RESP

Lecture 28 FHSA

Lecture 29 Margin Account

Lecture 30 Investment account

Lecture 31 Real Estate Investing - Ways of Investing In Real estate

Lecture 32 Real estate investing - Benefits of Investing in real estate

Lecture 33 Real estate Investing - Factors Impacting real estate

Lecture 34 Real Estate Investing - Mortgage Strategies

Lecture 35 Real Estate Investing -Checklist for Buying Real Estate

Lecture 36 Real Estate Investing - Checklist for selling

Lecture 37 Real estate investing - Accessing Home Equity

Lecture 38 Asset allocation

Lecture 39 Core and satellite portfolios

Lecture 40 Financial planning tips for corona virus

Lecture 41 Registered accounts in canada - RRSP , RESP ,TFSA ,RESP

Lecture 42 RRSP Calculation example

Lecture 43 TFSA calculation

Lecture 44 Non registered account calculation

Lecture 45 Registered education savings plan

Lecture 46 ETF VS Mutual fund

accounting and finance students