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Leveraging for Investments

This course covers various aspects of leveraging, including insurance leveraging, in order for you to evaluate whether or not it is an appropriate strategy to suggest for your clients.

Pricing

Standard Course Price $60

Course Information

COURSE DETAILS
Delivery Online
Language English
Suggested study time 5 hours
Enrolment period 1 year
Practice exam Not applicable

Click here!Have questions?

WHO SHOULD ENROL
  • Anyone looking for a better understanding of the use of leverage


EXAM DETAILS
Format [wp-svg-icons icon=”keyboard” wrap=”span”] Online unproctored exam
Time permitted 240 minutes
Question format Multiple choice
Passing grade 60%
Attempts allowed 3

Click here! CE Credit Matrix

WHAT WILL I LEARN
  • Definition of leverage
  • Investing using leverage
  • Risks of leverage
  • Insurance leveraging
  • Assisting your client
  • Case studies


FAQs

How do I register for a course?

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.

How do I get my exam results?

Exam results for Computer-based Test Centre Proctored and Computer-based Online Proctored exams are
available online within 2 business days following the exam if you have no outstanding fees.

Exam results for Online Unproctored exams are available immediately upon submission.

Exam results for Paper-based Proctored exams are available online within 3 to 5 business days if you
have no outstanding fees.

When your grade has been released, you can access your exam results by logging into your IFSE
account. Once you have logged in:

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

Do I need to register for an online unproctored exam?

No, an online unproctored 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.

How do I take an online unproctored exam?

You can access your online unproctored 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.

What is the cost to rewrite an online unproctored exam?<

There is no cost to re-write an online unproctored exam with the exception of the Labour Sponsored
Investment Funds Course (LSIF), Canadian Deposits Self-Study Course offered by the Registered
Deposit Brokers Association (RDBA) and the 90 Day Training Course (3 attempts allowed for each
of the 9 case study exams)
. Click here to view the cost to re-write the online exam for these
courses. You must contact us to pay the re-write fee. Once the
re-write fee is paid, IFSE will reset your exam.

What happens if my computer crashes during an online unproctored 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.

Cours sur les fonds d’investissement au Canada (CFIC)
Programme de qualification en assurance de personnes (PQAP)
Cours sur les fonds d’investissement au Canada (CFIC)