Courses
Canadian Investment Funds Course (CIFC)
Mutual Fund Dealer Compliance (MFDC)
90-Day Training for Mutual Funds Salespersons
Branch Managers' Examination Course (BM)
Canadian Investment Funds Operations Course (CIFOC)
Officers, Partners & Directors (OPD)
Labour Sponsored Investment Funds (LSIF)
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The Investment Funds Web-based Program
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Canadian Investment Funds Operations Course (CIFOC)
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The IFSE Canadian Investment Funds Operations Course provides students with a broad understanding of how the mutual fund industry works. The main focus of the course is on the administrative and operational side of the business. Learn about how mutual fund trades are processed. Find out what documentation is required for setting up various types of accounts. Understand the role FundSERV plays in the industry. Identify the rules that govern mutual fund operations in Canada.
Who should take this course?
The IFSE Canadian Investment Funds Operations Course is ideal for:
- Operations and back office staff
- Branch administrators
- Advisor assistants
- Anyone looking for a greater understanding of mutual fund operations
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Topics
Learn about:
- Mutual Fund Basics
- Mutual Fund Management
- Distribution of Mutual Funds
- Regulation of Canada's Mutual Fund Industry
- Setting up Accounts
- Buying and Redeeming Mutual Funds
- Registered Plans and Mutual Funds
- Estate Accounts
- Taxation of Mutual Fund Investors
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Course Details
Course Details
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course delivery |
online
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languages |
English
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prerequisite |
none
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suggested study time |
3 to 6 months
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enrolment period |
1 year
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9 unit assessments |
online, informal
20 multiple choice questions
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1 sample exam |
online
100 multiple choice questions
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supplementary products |
printed text
(optional, additional cost)
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Exam
| Exam Details |
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exam format |
paper
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exam length |
3 hours
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exam weight |
100%
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question format |
100 multiple choice
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passing grade |
60%
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attempts allowed |
3
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Cost
Click here for pricing info
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