Segregated Funds

This course will help you to understand the various aspects of segregated funds and how they differ from traditional mutual funds.

Pricing

Standard Course Price $90

Course Information

COURSE DETAILS
Delivery Online
Language English
Suggested study time 8 hours
Enrolment period 1 year
Practice exam Not applicable

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WHO SHOULD ENROL
  • Anyone interested in segregated funds

EXAM DETAILS
Format Online
Time permitted 240 minutes
Question format Multiple choice
Passing grade 60%
Attempts allowed 3
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WHAT WILL I LEARN
  • The nature and benefits of segregated funds
  • The types of segregated funds available
  • How segregated funds are managed and their performance
  • How segregated funds compare with mutual funds including their unique features and regulatory requirements
  • Taxation of segregated funds
  • Your professional responsibilities

FAQ

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    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).

No, an online exam is an exam that is taken via www.ifse.ca. The exam is available 24/7 and may be completed from any location where there is internet access. You receive your grade immediately upon submission.

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

  • Select "Launch this Course".
  • Once you launch the course, you can access your Examination or Assessment.

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.

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You may be interested in these other IFSE courses.

Life License Qualification Program (LLQP)Exchange-Traded Funds CourseClient Relationship Model Phase 2 (CRM2)Tax-Efficient InvestingLeveraging for Investments