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Exam Prep

IFC Exam Prep (LCIEP03)


Description
Registered in the Investment Funds in Canada (IFC) ? Fear not. This course will help! We've created study notes, Unit-wise practice tests and a 100- question exam simulator based on the examinable content of the IFC to help get you ready to write the real thing.
Content
  • STUDY NOTES
  • IFC Study Notes
  • FLashcards
  • Flashcards for Key Terms
  • Practice tests
  • Introduction to the Mutual Fund Marketplace
  • The Know Your Client Communication Process
  • Understanding Investment Products and Portfolios
  • Mutual Fund & Alternative Managed Products
  • Evaluating & Selecting Mutual Funds
  • Ethics, Compliance and Mutual Fund Regulations
  • exam simulator
  • IFC Exam Simulator
  • Videos for Key topics
  • Introduction to the Mutual Funds Marketplace
  • The Role of the Mutual Fund Sales Representative
  • Financial Markets
  • Financial Regulators
  • Self-Regulatory Organizations (SROs)
  • Provincial Securities Regulators
  • Federal Financial Agencies
  • Complaints and Industry Ombudsmen
  • Deposit Insurance and Investor Protection
  • National Registration Database (NRD)
  • What is Economics?
  • Economic Influencers and Marketplaces
  • Gross Domestic Product (GDP)
  • Phases of the Business Cycle
  • Economic Indicators
  • The Nature of Money and Inflation
  • Monetary Policy
  • Fiscal Policy
  • The know your client communication process
  • Know Your Client (KYC)
  • Introduction to Behavioural Finance
  • Understanding Your Clients and Products
  • Cognitive Biases
  • Emotional Biases
  • Bias Application
  • Know Your Product
  • Income Tax in Canada
  • Tax Evasion, Avoidance and Planning
  • How to Calculate Income Tax
  • Registered Retirement Savings Plans (RRSP)
  • Canada and Quebec Pension Plans
  • Employer Sponsored Pension Plans
  • Locked-In Retirement Account (LIRA)
  • RRSP Contributions
  • RRSP Withdrawals and Termination
  • Understanding Investment Products and Portfolios
  • Understanding Fixed Income
  • Components of Debt Securitie
  • Understanding Common Shares
  • Common Share Features
  • Understanding Preferred Shares
  • Preferred Share Features
  • Passive and Active Portfolio Management
  • Asset Allocation
  • Fundamental and Technical Analysis
  • Accessing Financial Information
  • Financial Statements and Management Reports
  • Mutual funds
  • What are Mutual Funds?
  • Components of a Mutual Fund
  • Mutual Fund Categories
  • Mutual Fund Expenses
  • Mutual Fund Regulations
  • Selecting a Mutual Fund
  • Comparison Universe and Benchmark Index
  • Performance and Volatility
  • Reward-to-Risk and Sharpe Ratio
  • Additional Considerations for Evaluating Mutual Funds
  • Sales Charges
  • Mutual Fund Expenses
  • Management Expenses
  • The Fund Facts Document
  • Financial Statements and Management Reports
  • The Simplified Prospectus
  • Mutual Fund Disclosure Documents
  • Ethics, Compliance, and Mutual Fund Regulation
  • Standards of Conduct
  • Understanding Ethics
  • Best Practices
  • Referral Arrangements
  • Prohibited Sales Practices
  • Sales Communications
  • The Client Relationship Model 2 (CRM 2)
  • Privacy Legislation: PIPEDA
  • Money Laundering
  • Handling Complaints
Completion rules
  • All units must be completed
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