01.11.2022, 11:10
Investment Funds In Canada (Ifc /Ific) Tutorials
Last updated 9/2022
MP4 | Video: h264, 1280x720 | Audio: AAC, 44.1 KHz
Language: English | Size: 15.13 GB | Duration: 17h 57m
The IFC certification from CSI prepares you to advise clients about their mutual funds investments
What you'll learn
The IFC certification from CSI prepares you to advise clients about their mutual funds investments based on their objectives, timeline and risk tolerance.
It also explains a mutual fund representative's legal, ethical and professional responsibilities .
This tutorials help you to prepare for the exam
Requirements
Planning to give the IFC exam conducted by CSI
Description
This course discusses the financial markets and mutual fund industry . In a series of recorded videos we would be discussing about Your role as a mutual fund sales representativeThe importance of the "Know your client" rule and how to apply itAnalyzing the risk-return relationship of investmentsExplain the process of creating and managing investment portfolios that meets client's needsThe different types of mutual fundsThe function of exchanges and clearinghousesAssessing mutual funds performance and fee structureIFC is a regulatory exam conducted by CSI . It is generally taken by learners planning to enter in financial services / Banking sector in Canada.
Overview
Section 1: Introduction
Lecture 1 Introduction to investment funds in canada
Lecture 2 The Role of the Mutual Fund Sales Representative
Lecture 3 Overview of the Canadian Financial Marketplace
Lecture 4 Economic Principles
Lecture 5 Getting to know your client
Lecture 6 Behavioral Finance
Lecture 7 Tax and retirement planning
Lecture 8 Types of Investment products and how they trade
Lecture 9 Constructing Investment portfolios
Lecture 10 Understanding financial statement part A
Lecture 11 Understanding financial statement part B
Lecture 12 Financial ratio analysis
Lecture 13 Ratio examples
Lecture 14 The modern mutual fund
Lecture 15 Conservative mutual fund products
Lecture 16 Riskier mutual fund products
Lecture 17 Alternative managed products part 1
Lecture 18 Alternative managed products part 2
Lecture 19 Understanding mutual fund performance
Lecture 20 Selecting a mutual fund
Lecture 21 Mutual fund fees and services
Lecture 22 Mutual fund dealer regulations
Lecture 23 Applying Ethical Standards to what you have learned
Section 2: Additional videos
Lecture 24 Investing in Canada
Lecture 25 TFSA
Lecture 26 RRSP
Lecture 27 RESP
Lecture 28 FHSA
Lecture 29 Margin Account
Lecture 30 Investment account
Lecture 31 Real Estate Investing - Ways of Investing In Real estate
Lecture 32 Real estate investing - Benefits of Investing in real estate
Lecture 33 Real estate Investing - Factors Impacting real estate
Lecture 34 Real Estate Investing - Mortgage Strategies
Lecture 35 Real Estate Investing -Checklist for Buying Real Estate
Lecture 36 Real Estate Investing - Checklist for selling
Lecture 37 Real estate investing - Accessing Home Equity
Lecture 38 Asset allocation
Lecture 39 Core and satellite portfolios
Lecture 40 Financial planning tips for corona virus
Lecture 41 Registered accounts in canada - RRSP , RESP ,TFSA ,RESP
Lecture 42 RRSP Calculation example
Lecture 43 TFSA calculation
Lecture 44 Non registered account calculation
Lecture 45 Registered education savings plan
Lecture 46 ETF VS Mutual fund
accounting and finance students
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