90 Day Training Course

All new Dealing Representatives are required to complete training in the first 90 days of their registration when they are registered with a dealer under the MFDA. The IFSE 90 Day Training Course provides dealers and their Dealing Representatives with the foundational learning components for their 90 Day training program. New Dealing Representatives learn about the world of financial services, the financial services industry in Canada, and the regulation of financial services. The course provides important information about the role of the Dealing Representative, the role and organizational structure of their dealer, the products and services that they offer, and their ethical and regulatory obligations.

Tools and Pricing

Standard Course Price $250
IFIC Members Course Price $200
Printed Textbook $70
Click here!Don’t know if your firm is a member of IFIC?

Questions? Contact info@ifse.ca.

Course Information

COURSE DETAILS
Delivery Online
Language English
Suggested study time 30 hours
Enrolment period 1 year

Click here!Have questions?

WHO SHOULD ENROL
  • Newly registered Dealing Representatives of MFDA dealers

COURSE COMPLETION
  • The student must pass each of the 9 Online Case Study Exams with a pass rate of 60% or higher in order to pass the 90 Day Training Course.
Click here!CE Credit Matrix
COURSE TOPICS
The Financial Services Industry
Regulation of Financial Services
Mutual Fund Dealers and Dealing Representatives
Products and Services
New Accounts
Advising Clients
Know Your Client, Know Your Product, and Suitability
The Sales and Trade Execution Process
Ethics and Standard of Conduct

FAQ

Follow these instructions.

  1. Select the LOGIN/REGISTER box.
  2. For returning students, login using your username and password. Select “Enrol in a Course” in the menu bar.
    For new students choose "Become a Student" and supply all mandatory information in the following screens.
  3. If you have a contract code and password, enter it where required and click "Yes". If you do not have a contract code, click "No".
  4. Select the course you want to enrol in. Click “Next”.
  5. If optional products are available for purchase, they will appear for you to select. Click “Next”.
  6. Complete your profile information as indicated on the screen. Take care in completing your mailing and shipping address to ensure that any materials that you have ordered will be delivered promptly and correctly. Click the "Save" button to proceed to the shopping cart.
  7. Verify your shopping cart information and click on "Process Payment".
  8. Review the Terms and Conditions completely. To accept the Terms and Conditions, check the box and click "Yes". If you do not want to accept the Terms and Conditions, click "No". Your course enrolment will be cancelled.
  9. Provide your credit card information and click on "Pay Now". Please do not touch the screen until your payment has been processed. A copy of the receipt will appear and can be printed for your records. The receipt will also be stored in your student record for future reference.

You will receive an email from IFSE when your exam results are available. Exam results for paper-based and computer-based exams are available online within three to five business days following the exam if you have no outstanding fees. Exam results for online exams are available immediately upon submission.

You can access your exam results by logging into your IFSE account. Once you have logged in:

  • Select "Courses".
  • Select "Show me my Marks for this Course" (this link only appears when your results are available).

There is no cost to re-write an online exam with the exception of the Canadian Deposits Self-Study Course offered by the Registered Deposit Brokers Association (RDBA). Click here to view the cost to re-write the online exam for this course. You must contact us to pay the re-write fee. Once the re-write fee is paid, IFSE will reset your exam.

IFSE Institute cannot be held responsible for technical problems that you experience with your equipment or internet service. You can check out the user requirements here.

Other Relevant Courses

You may be interested in these other IFSE courses.

Canadian Investment Funds Course (CIFC)Life License Qualification Program (LLQP)Exempt Market Proficiency Course (EMP)Branch Managers’ Examination Course (BM)Canadian Investment Funds Operations Course (CIFOC)Exchange-Traded Funds CourseOfficers’, Partners’, and Directors’ Course (OPD)Client Relationship Model Phase 2 (CRM2)Tax-Efficient Investing