Canadian Investment Funds Course
Welcome
Here you can access the course lessons, quizzes, practice exam, and other useful resources to help you prepare for the exam.
Unit 1:
Regulatory Environment
Quiz
Unit 2:
Registrant Responsibilities
Quiz
Unit 3:
Suitability
Quiz
Unit 4:
Economic Factors and Financial Markets
Quiz
Unit 5:
Types of Investments
Quiz
Unit 6:
Types of Mutual Funds
Quiz
Unit 7:
Portfolio Management
Quiz
Unit 8:
Mutual Fund Administration
Quiz
Unit 9:
Retirement
Quiz
Unit 10:
Taxation
Quiz
Unit 11:
Making Recommendations
Quiz
Case Study
Practice Exam
Resources
Notes
Glossary
Print
News
CIFC Case Study
updated December 19, 2014
Client Relationship Model Phase 2 (for information only)
IFIC CRM2 communications tools (for information only)
CSA discussion of pre-sale delivery of Fund Facts (for information only)
CIFC Glossary available in simplified Chinese
