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Get Ready for Better Possibilities
Get Ready for Better Possibilities In a time where homestay, job loss and financial difficulties are the current reality for many Canadians, one may wonder how to proactively respond to this negative situation. The answer may lay in the acquisition of new financial...
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Remote Work Tips
In these challenging times, remote work has become the norm. However, it might be difficult sometimes to reach the same productivity level at home. IFSE brings you tips to help you make the most of the current situation.
Get Ready for Better Possibilities
Get Ready for Better Possibilities In a time where homestay, job loss and financial difficulties are the current reality for many Canadians, one may wonder how to proactively respond to this negative situation. The answer may lay in the acquisition of new financial...
Get Ready for Better Possibilities
Get Ready for Better Possibilities In a time where homestay, job loss and financial difficulties are the current reality for many Canadians, one may wonder how to proactively respond to this negative situation. The answer may lay in the acquisition of new financial...
Remote Work Tips
In these challenging times, remote work has become the norm. However, it might be difficult sometimes to reach the same productivity level at home. IFSE brings you tips to help you make the most of the current situation.
ICYMI: Financial Literacy Tips
Financial literacy is about empowering individuals with the knowledge, skills, and confidence to make better decisions about their finances. Here is a summary of some tips you may find useful. Invest in your financial well-being Test your knowledge Get an idea...
Remote Work Tips
In these challenging times, remote work has become the norm. However, it might be difficult sometimes to reach the same productivity level at home. IFSE brings you tips to help you make the most of the current situation.
Get Ready for Better Possibilities
Get Ready for Better Possibilities In a time where homestay, job loss and financial difficulties are the current reality for many Canadians, one may wonder how to proactively respond to this negative situation. The answer may lay in the acquisition of new financial...
Canadian Investment Funds Course Students Recognized for Top Performance
IFSE Institute is pleased to announce the CIFC Honour Roll for 2018. The CIFC Honour Roll recognizes those exceptional individuals who achieved the highest grades on their Canadian Investment Funds Course exam from the thousands of students that write the exam each year.
ICYMI: Financial Literacy Tips
Financial literacy is about empowering individuals with the knowledge, skills, and confidence to make better decisions about their finances. Here is a summary of some tips you may find useful. Invest in your financial well-being Test your knowledge Get an idea...
The Facts about ETF Facts
Beginning December 10, 2018, investors purchasing exchange-traded funds (ETF) will receive a user-friendly document that provides a snapshot of important information about their investment. They are entitled to receive a copy of these summaries within two days of...
Socially responsible investing: Investing for the future
Is ‘socially responsible investing’ just a trend, or a profitable and smart way to invest? Are the concepts of making money and making a positive impact mutually exclusive? While people generally want to do good, there is also the desire to maximize returns from investments. Here are the basics on what makes an investment socially responsible, and why it’s here to stay.
Charting your career path forward
Charting your career path forward Once you decide to start your career in financial services, you have access to an exciting range of jobs that may fit your unique personality and strengths. However, with such a wide range of different disciplines to choose from –...
How do I become a life insurance agent in Canada?
Here’s a simplified guide to getting your life insurance license.
A day in the life of an insurance agent
Insurance agents do a lot in a day, and often in the evening too. Although no two insurance agents are the same, this overview will give you an idea of what many of them do, every day.
IFSE helps students chart their career path
Over the past 50 years, IFSE Institute has helped 250,000+ industry professionals prepare for a career in financial services by providing quality education and training. As an extension of its services, IFSE has built out these “free” career resources available on its website.
Media Release ─ IFSE Institute announces the launch of Career Pathways
Toronto, ON – April 12, 2018 – IFSE Institute (IFSE), the educational arm of The Investment Funds Institute of Canada (IFIC), announced today that it has launched Career Pathways, an engaging and interactive tool to help industry professionals explore various job...
Respecting our elders: how to protect senior clients
As the demographics shift and more and more Canadians hit their twilight years, they can become vulnerable to exploitation, especially financial exploitation.
What to do to prevent becoming a victim of financial fraud
Whether we want to admit it or not, we’re all potentially vulnerable to financial fraud. In an ideal world, we wouldn’t need talk about this or shed light on the topic, but fraud is a very serious issue, and is always worth discussing. Here are tips to help identify potential scams and protect yourself from fraud.
7 tips to help you master expertise
To succeed, you need to put in the work. To be an expert, you need to put in the right work. Here’s how you can start practicing deliberately.
What is Universal basic income?
As more and more workers are being displaced by technology and automation, business leaders, politicians and academics are exploring the merits of universal basic income.
A new look at an old favourite: Modern mutual funds
Mutual funds have long been a preferred investment product for Canadians. How have they remained relevant in today’s economy?
CIFC Honour Roll
Canadian Investment Funds Course Students Recognized for Top Performance IFSE Institute is pleased to announce the CIFC Honour Roll for 2017. The CIFC Honour Roll recognizes those exceptional individuals that achieved the highest grades on their Canadian Investment...
What is Ethics?
Ethics is about proper conduct. In order to decide whether conduct is proper, we need a yardstick. In everyday life, the yardstick for ethics is provided by …
Crypto 101: what are cryptocurrencies and ICOs?
One of – if not the – hottest finance topics in 2017 was cryptocurrencies. Bitcoin (BTC), Litecoin (LTC), and Ether (ETH) were some of the top contenders…
Study habits: the good, the bad, and the ugly
By paying attention to how you study, you can improve your chances of being successful. Take our quiz and get tips to fix your bad study habits.
What’s preventing millennials from investing?
They’re the biggest part of the workforce today, but they aren’t investing in their future. What can financial professionals do to change that?
What is Fintech?
If you’ve heard a lot about fintech but you aren’t completely sure what it’s all about, don’t fret. You are not alone.
Do I need an advisor?
Over the past twenty years, the availability of information and the accessibility of online investing tools have created a new generation of do-
Is financial overconfidence hurting Canadian investors?
Over half of Canadian adults failed a financial literacy test, showing the dire need for better financial education. What does that mean for you?
Women Advisors
The financial services industry wants more women to join its ranks. This is because a trend is emerging: a growing number of women—both in Canada and around the world—are making financial decisions for themselves and their households.
Overcoming a lack of Canadian work experience
Newcomers to Canada often arrive with many valuable skills and work experience from overseas.But it can be daunting when breaking into the Canadian employment market.
Course Concepts – Overview of registered plans
If you’re thinking about a career in the Canadian financial services industry, you’ll likely need to take at least a few courses.
Play up your softer side
Whether you’re thinking of moving up the career ladder or transitioning to a new role altogether, consider how you can leverage your existing skills.
The regulatory framework: Protecting Canadian investors
The regulatory framework that binds a financial system is hardly given a second thought by most investors
Study tips for English language learners
Finishing coursework and studying for exams can be stressful for anyone.
Moving into a career in financial services
Research shows that the average Canadian can expect to have about 15 jobs over the course of their career
Who’s who in mutual funds
Get to know some of the key players in the financial services game
Is Canada’s investor protection regulation in line with the international community?
Take a look at the latest trends and developments in fund regulations around the world
Financial services needs more female leaders. Could you be next?
With the ability to help others reach their goals while also reaching yours, a career as a financial advisor may be an ideal choice for many women
Study by teaching: The Feynman technique
If you can explain something complex – in simple terms – to a child, then you likely have a firm grasp of an idea.
Leveraged ETFs – The Pros and Cons
Before investors and advisors consider making use of leveraged exchange-traded funds (ETFs), its important to understand how these products function and whether they belong in an investor’s portfolio.
Demonstrate professionalism with continuing education
Becoming a financial advisor means embarking on a mission of lifelong learning.
Benefits of the informational interview
With the right preparation, an informational interview can be a great opportunity to introduce yourself to industry leaders, determine the right career path and gain a better understanding of how to advance your chosen career.
Can procrastination be productive?
There’s an old adage “never put off until tomorrow what you can do today.”
Managed solutions 101
Managed solutions can be a great investment option for investors looking to streamline the investment process.
Become a more effective student
IFSE Institute is a distance learning educational institution and, as such, you (the student) are in control of your own studying.
Where to find jobs in the financial services industry?
You want to work in the financial services industry but you’re not sure where the best places are to look for a job.
MFDA Recognizes IFSE Institute’s ETF Proficiency Course
Media Release Toronto, ON – July 21, 2017 – The Investment Funds Institute of Canada (IFIC) and its educational arm, IFSE Institute (IFSE), announced today that IFSE has launched a new ETF course that meets the proficiency standards issued yesterday by the Mutual Fund...
IFIC proposes enhanced disclosure for investors
Following the successful rollout of Client Relationship Model – Phase 2 (“CRM2”), the Investment Funds Institute of Canada (“IFIC”) believes that the fee transparency conversation is ready to advance further.
Active ETFs vs. Smart Beta ETFs – What’s the Difference and Why Does it Matter?
As exchange-traded funds (ETFs) continue to garner attention, the investment strategies available are also growing in numbers and variety.
Five tips for creating a better LinkedIn profile
You have just left an amazing interview. You felt confident, looked the part and had great answers to every one of the questions you were asked. You know that job is yours.
Learn and study better with flashcards
Big exam coming up, lots to cover? Flashcards, which are study aids containing key information (often with questions on one side of the card and answers on the reverse) are a sure-fire way to absorb key concepts in a relatively short amount of time.
Preparing for the impact of T+2
One day may not seem like a big deal but, when it comes to trade settlements, it is. In fact, it’s a wide-ranging, highly involved shift that involves markets across the globe.
The “ACBs” of the investment industry – Part 2
Continuing from a previous posting, let’s examine more commonly used acronyms in the investment industry.
Seniors and financial fraud: Don’t be a victim
Across several provinces and territories in Canada, June is designated as Seniors’ Month. As more and more baby boomers mature, this demographic represents a rapidly growing segment of the population.