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- Remote Work Tips
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- Welcome to the new IFSE!
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- Are we on the road to “Robo-geddon”?
- Who oversees Canada’s mutual fund industry?
- Time weighted vs. money weighted returns
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- The “ACBs” of the investment industry
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- Will foreign rules impact future Canadian regulations?
- ETFs - Why are they popular?
- Tips for finding study time
- Case study: Practical training for the real world
- Breaking down the mutual fund management expense ratio
- Understand the difference between active vs. passive investing
- Understanding segregated funds
- Introduction to capital markets
- Understand the difference between top-down and bottom-up investment strategies
- Case study: Practical training for the real world
- Job opportunities in the financial services industry
- By the letter: Insurance industry acronyms – Part 1
- How do financial advisors get paid?
- What is a simplified prospectus?
- Understanding PIPEDA and privacy requirements
- Case study: Practical training for the real world
- Enhancing transparency and disclosure in client statements
- 4 tips to improve your memory
- Report reveals Canadians’ perceptions of mutual fund industry
- A Brief Overview of the Client Relationship Model (CRM)
- Prepping for a successful interview in financial services
- The 7 habits of successful students
- How mutual funds are taxed
- CIFC Honour Roll
- Participating in the Exempt Market
- Lessons from the IEP Conference: Advice for Job Seekers
- Blockchain is poised to transform the financial industry
- Job opportunities in the exempt market
- Study hack for better exam results
- Seniors and financial fraud: Don’t be a victim
- The “ACBs” of the investment industry – Part 2
- Preparing for the impact of T+2
- Learn and study better with flashcards
- Five tips for creating a better LinkedIn profile
- Active ETFs vs. Smart Beta ETFs – What’s the Difference and Why Does it Matter?
- IFIC proposes enhanced disclosure for investors
- MFDA Recognizes IFSE Institute’s ETF Proficiency Course
- Where to find jobs in the financial services industry?
- Become a more effective student
- Managed solutions 101
- Can procrastination be productive?
- Benefits of the informational interview
- Demonstrate professionalism with continuing education
- Leveraged ETFs – The Pros and Cons
- Study by teaching: The Feynman technique
- Financial services needs more female leaders. Could you be next?
- Is Canada’s investor protection regulation in line with the international community?
- Who’s who in mutual funds
- Moving into a career in financial services
- Study tips for English language learners
- The regulatory framework: Protecting Canadian investors
- Play up your softer side
- Course Concepts - Overview of registered plans
- Overcoming a lack of Canadian work experience
- Women Advisors
- Is financial overconfidence hurting Canadian investors?
- Do I need an advisor?
- What is Fintech?
- What’s preventing millennials from investing?
- Study habits: the good, the bad, and the ugly
- Crypto 101: what are cryptocurrencies and ICOs?
- What is Ethics?
- A new look at an old favourite: Modern mutual funds
- What is Universal basic income?
- 7 tips to help you master expertise
- What to do to prevent becoming a victim of financial fraud
- Respecting our elders: how to protect senior clients
- Media Release ─ IFSE Institute announces the launch of Career Pathways
- IFSE helps students chart their career path
- A day in the life of an insurance agent
- How do I become a life insurance agent in Canada?
- Charting your career path forward
- Socially responsible investing: Investing for the future
- The Facts about ETF Facts
- ICYMI: Financial Literacy Tips
- Canadian Investment Funds Course Students Recognized for Top Performance
- Get Ready for Better Possibilities
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Courses
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- Accident and Sickness Course
- Life License Qualification Program (LLQP)
- Ethics for Exempt Market Dealer Representatives
- Exchange-Traded Funds Course
- Leveraging for Investments
- Segregated Funds
- Tax-Efficient Investing
- Accredited Investor and Offering Memorandum Exemption Case Study
- Ethics and Professional Conduct Course (EPC)
- Ethics and Professional Practice (Civil Code)
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- Ethics and Standard of Conduct
- Navigating the Regulatory Environment
- Getting Qualified and Registered
- Opening New Accounts
- Understanding Your Business Conduct Responsibilities
- Knowing Your Suitability Obligations
- Avoiding Prohibited Practices
- Leverage Suitability Course and Case Study
- Conflict of Interest Course and Case Study
- Investing in Alternative Mutual Funds and Hedge Funds
- Canadian Compliance Course (CCC)-test
- Canadian Compliance Course (CCC)
- Branch Managers' Examination Course (BME)
- Building Education Savings
- Gifting Investments
- Investing within Life Events
- Millennials - Debt Management Strategies
- Retirement: Registered Plans
- Anti-Money Laundering and Terrorist Financing (AMLTF) 101
- Anti-Money Laundering and Terrorist Financing (AMLTF) 201
- First Home Savings Accounts (FHSAs)
- Exempt Market Proficiency Course (EMP)
- Canadian Compliance Course (CCC)
- Officers', Partners', and Directors' Course (OPD)