Do you need a little help to pass the LLQP Exam? Have you attempted the exam but are just a few percentage points shy of success? What can you do to make it over this hurdle?
IFSE Institute has the solution to help you...
The boot camp consists of two days of intensive exam preparation, including practice case study questions, focus on problem areas, help with managing your time, tackling tough questions, and tips on writing the exam. Be prepared to participate!
Exam Boot Camp Details:
Available dates Time Location Sep 14 – 15, 2010 9:00 AM to 5:00 PM IFSE Institute
3660 Hurontario Street, 4th floor
Mississauga, ONSep 18 – 19, 2010 9:00 AM to 5:00 PM Simon Fraser University
Saywell Hall, Room 10061
Burnaby, BCNov 13 – 14, 2010 9:00 AM to 5:00 PM IFSE Institute
3660 Hurontario Street, 4th floor
Mississauga, ON
Cost: $85 + tax
Registration
Complete the registration form below and fax it back to IFSE Institute at 905-803-0944. For additional information, call us at 1-888-865-2437 or e-mail us at ifse@ifse.ca.
Click Here To Get The Registration Form!
Printable Boot Camp flyer
Do you need a little help passing the CIFC exam? IFSE Institute has the solution to help you...
The IFSE CIFC Exam Preparation Workshop
Two days of this intensive exam preparation workshop will help you pass the CIFC exam!
- review key concepts
- test your knowledge with case studies and sample questions
- strengthen your knowledge of the investment funds industry
- get tips on how to write the exam
Be prepared to participate!
Workshop Details:
Available dates Time Location Oct 2 – 3, 2010 9:00 AM to 5:00 PM Vancouver (TBA)
Cost: $125 + tax (includes CIFC study guide)Registration
Complete the registration form below and fax it back to IFSE Institute at 905-803-0944. For additional information, call us at 1-888-865-2437 or e-mail us at ifse@ifse.ca.
Click Here To Get The Registration Form!
Printable Workshop flyer
Starting May 1, 2010 all IFSE courses and fees will be subject to applicable taxes and shipping & handling.
The Branch Managers’ Examination Course is now available online. For those registering as a Branch Manager of a MFDA member firm, the IFSE Branch Managers’ Examination Course is the perfect solution to meet their proficiency requirements. The new online course will cover the following topics:In addition, our e-learning platform provides for an interactive learning experience. Students will be tested on key concepts through a variety of exercises, quizzes, and case studies. A full sample exam is included in the course enrolment.
- Role of the Branch Manager
- Regulatory Framework
- Registration of Dealers and Representatives
- Integrity Requirement and Ethical Conduct
- Supervision
- Branch Operations
- Privacy Protection
- Anti-money Laundering and Terrorist Financing
Our popular Canadian Investment Funds Course is now even better. We’ve expanded on some of our existing material and added new topics to help you become a more knowledgeable mutual fund representative. Some new concepts to be discussed include:Our e-learning platform provides for an interactive learning experience. Students will be tested on key concepts through a variety of exercises, quizzes, and case studies. Two full sample exams are included in the course enrolment.
- New Referral Rules and Registration Requirements
- Leverage: Prescribed Disclosure
- Know Your Product (KYP)
- Series of Mutual Funds
- Fee-based Compensation Model: An Alternative to a Commission-based Model
- Target Date Funds (or Life-cycle Funds)
- Exchange-traded Funds (ETFs)
- Passive Portfolio Management
- Registered Disability Savings Plans (RDSPs)
- Tax-free Savings Accounts (TFSAs)
- Exempt Market Dealer
- Do Not Call List: Unsolicited Communications
- Ethical Conduct
Carswell has recently published a book entitled "From Conflict to Trust: How Mutual Funds Manage Conflicts of Interest" written by André Fok Kam, B.Sc.(Econ.), MBA, FCA. The book is a basic text covering all aspects of the mutual fund industry, including conflicts of interest.
The listed price is $64.95, however, Thomson Reuters is offering IFSE students an exclusive discount of 15% bringing the cost down to $55.21 + shipping and GST.
If you are interested in ordering the book, you can phone: 1-800-363-3047 or email at editionsyvonblais.orders@thomsonreuters.com. Mention that you are an IFSE student (a subsidiary of IFIC) to take advantage of the discount.
IFSE is proud to announce our Exempt Market Products (EMP) course is now available in French. Go to the French EMP course page for more details!