ABOUT

CSI

THE CSC & IFC

OUR COURSES

DESIGNATIONS & CREDENTIALS

CORPORATE SOLUTIONS

SUPPORT & EXAMS

ABOUT CSI

GETTING STARTED
Policies (student/policies/index.xhtml)
How To Enrol (about/products/orientation/index.xhtml)
Orientation

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CORPORATE PROFILE
About CSI (about/index.xhtml)
Media Room (media/index.xhtml)
Partners (about/industry/partners.xhtml)
CAREERS
Opportunities (about/jobs/index.xhtml)
CONTACT US
Our Locations (about/contact/index.xhtml)
Students (Canada and USA)
1-866-866-2601
(8a.m. - 8p.m. EST)
1-866-866-2660
Students (Outside Canada and USA)
1-416-364-9130
(8a.m. - 8p.m. EST)
1-416-359-0486
Email
General Inquiries: customer_support@csi.ca (mailto:customer_support@csi.ca)

THE CSC & IFC

(https://www.csi.ca/leads/Registrat
CSC® campaign=986&page=6)
® (courses/csi/csc.xhtml)
About the CSC
Success Stories (thecsc/success_stories.html)
Job Finder (thecsc/job_finder.html)
Enrol Now (courses/csi/csc_enrol.xhtml)
IFC
About the IFC (courses/csi/ifc.xhtml)
Enrol Now (courses/csi/ifc_enrol.xhtml)

(https://www.facebook.com/csiglob
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(https://twitter.com/#!/CSIGlobalEd

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(https://www.linkedin.com/groups?

gid=3720042)
(https://www.youtube.com/user/CS

(https://csiblog.csi.ca/)

(thecsc/success_stories.html?icid=BNN-CSICMIC--I02)

OUR COURSES

AREAS
Retail Banking (courses/segment_retail_banking.xhtml)
Financial Planning and Insurance (courses/segment_financial_planning.xhtml)
Investment Management
and Trading (courses/segment_investment_management.xhtml)
Wealth Management & Private Banking (courses/segment_wealth_management.xhtml)
Business Banking (courses/segment_business_banking.xhtml)
Leadership, Management & Compliance (courses/segment_leadership_management.xhtml)
CE COURSES
Online (ce/online_mini_courses.xhtml)
In Class (seminars/continuing/index.xhtml)
CE Finder Tool (cefinder/index.xhtml)
CE Credits
National/Provicial (Exluding Quebec) (courses/pdf/ce_chart.pdf)
CE Credits
National/Quebec (IQPF/CSF) (courses/pdf/ce_chart_quebec.pdf)
STUDY TOOLS
Bundle & Save (courses/csi_tools.xhtml)
PREVIOUSLY OFFERED PRODUCTS
Previously Offered Courses (courses/previously_offered_courses.xhtml)
Previously Granted Credentials (designations/pg_index.xhtml) (https://www.csi.ca/leads/Registrat
SEMINARS campaign=886&page=6)
About Seminars (seminars/index.xhtml)
CERTIFICATION EXAMS
Apply Here (designations/certification_exam.xhtml)

(courses/allcourses.xhtml)

(prmo/landing_pages/promo_csc_value_pack.xhtml?icid=BNN-CSICSCVPI03)

DESIGNATIONS & CREDENTIALS

BUSINESS BANKING
(courses/segment_business_banking.xhtml)
Certificate in Commercial Credit (designations/cicc.xhtml)
Certificate in Small Business Banking (designations/csbb.xhtml)
FINANCIAL PLANNING
(courses/segment_financial_planning.xhtml)
Certificate in Advanced Mutual Funds Advice (designations/cmfa.xhtml)
Certificate in Financial Services Advice (designations/cfsa.xhtml)
Certificate in Personal Banking (designations/cpb.xhtml)
Personal Financial Planner (PFP®) designation (designations/pfp.xhtml)
INVESTMENT MANAGEMENT & TRADING
(courses/segment_investment_management.xhtml)
Certificate in Advanced Investment Advice (designations/caia.xhtml)
Certificate in Advanced Mutual Funds Advice (designations/cmfa.xhtml)
Certificate in Derivatives Market Strategies (designations/cdms.xhtml)
Certificate in Equity Trading and Sales (designations/ceqt.xhtml)
Certificate in Fixed Income Trading and Sales (designations/cfit.xhtml)
Certificate in Investment Dealer Compliance (designations/cidc.xhtml)
Certificate in Technical Analysis (designations/cita.xhtml)
Chartered Investment Manager (CIM)® designation (designations/cim.xhtml)
Fellow of CSI (FCSI®) (designations/fcsi.xhtml)
LEADERSHIP, MANAGEMENT & COMPLIANCE
(courses/segment_leadership_management.xhtml)
Certificate in Banking Management (designations/cbm.xhtml)
Certificate in Investment Dealer Compliance (designations/cidc.xhtml)
Fellow of CSI (FCSI®) (designations/fcsi.xhtml)
RETAIL BANKING
(courses/segment_retail_banking.xhtml)
Certificate in Banking Management (designations/cbm.xhtml)
Certificate in Financial Services Advice (designations/cfsa.xhtml) (courses/csi_tools.xhtml)
Certificate in Personal Banking (designations/cpb.xhtml)
Personal Financial Planner (PFP®) designation (designations/pfp.xhtml)
WEALTH MANAGEMENT
(courses/segment_wealth_management.xhtml)
Certificate in Advanced Investment Advice (designations/caia.xhtml)
Certificate in Estate Planning and Trust Strategy (designations/cets.xhtml)
Certificate in Retirement Strategy (designations/crs.xhtml)
Certified International Wealth Manager (CIWM) designation (designations/ciwm.xhtml)
MTI – Estate and Trust Professional® (designations/mti.xhtml)

(members/index.xhtml)
CORPORATE SOLUTIONS
Solutions that Work (business/default.xhtml)
Top Performers (business/top_performers.xhtml)
Customized Training Solutions (business/customized_learning.xhtml)
Our Story (business/our_story.xhtml)

(business/demo_request.xhtml)
SUPPORT & EXAMS

NEW TO CSI?
Policies (student/policies/index.xhtml)
How To Enrol (about/products/orientation/index.xhtml)
Exams (student/exams/exams.xhtml)
Orientation

(about/products/orientation/guide.xhtml?icid=BNN-CSIORDEMI02)
POLICIES
CSI Policies (student/policies/index.xhtml)
Privacy Policy (student/policies/privacy.xhtml)
Exam Policy (student/policies/exams.xhtml) (https://www.csi.ca/student/en_ca
EXAMS icid=LNK-CSICMT--I01)
All About Exams (student/exams/exams.xhtml)
Book Your Exam (student/exams/exams.xhtml#tabview=tab1")
ACCESSIBILITY
Accessibility Policies (student/policies/accessibility.xhtml)
STUDY TOOLS
Bundle & Save (courses/csi_tools.xhtml)
FAQS
FAQS (faq/faq.xhtml)
Need More Help? (about/contact/index.xhtml)
FORMS
Download a form (student/special/index.xhtml)
CONTACT US
Our Locations (about/contact/index.xhtml)
Students (Canada and USA)
1-866-866-2601
(8a.m. - 8p.m. EST)
1-866-866-2660
Students (Outside Canada and USA)
1-416-364-9130
(8a.m. - 8p.m. EST)
1-416-359-0486
Email
 General Inquiries: customer_support@csi.ca (mailto:customer_support@csi.ca)

(home.xhtml)

INVESTMENT FUNDS IN CANADA (IFC)

Get your mutual fund sales license through the most popular investment funds course available. Investment Funds in (courses/csi_tools.xhtml)
Canada (IFC) course will give you the certification you need to start giving advice and to start helping your clients make
smart investment decisions based on their needs. (courses/csi/ifc.xhtml)

Earn Your Mutual Fund Dealer – Dealing Representative License

Meet regulatory requirements to register for a license to sell mutual funds

Start Building Your Book of Business

Gain the knowledge to give advice and start building your career as a mutual funds sales representative
(courses/csi/ifc_enrol.xhtml)

Take a Peek Inside the IFC!

With our free interactive demo you can experience the IFC course for free before you enrol! Login to the demo now
(courses/pdf/ce_chart.pdf)
(https://www.csi.ca/student/en_ca/webctlogin3.jsp?icid=LNK-CSIIFCDMI01). username/password: ifcdemo

WHO SHOULD ENROL (courses/pdf/ce_chart_quebec.pdf)

Enrol in the IFC if you're:

Seeking your license to sell mutual funds

A financial services professional seeking to grow your knowledgebase

Want a broader understanding of capital markets (business/team_buy.xhtml?

icid=LNK-B2BIFC--I01)

COURSE LEADS TO THE FOLLOWING CREDENTIALS:

(designations/pfp.xhtml) (certificates/Financial_Services_Advice.html?icid=LNK-

CSICFSA-I02) (designations/cmfa.xhtml)

EVERYTHING YOU NEED TO SUCCEED

The IFC 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.

Learn About:
The financial markets and mutual fund industry

Your role as a mutual fund sales representative

The importance of the "Know your client" rule and how to apply it

Analyzing the risk-return relationship of investments

Explain the process of creating and managing investment portfolios that meets client's needs

The different types of mutual funds

The function of exchanges and clearinghouses

Assessing mutual funds performance and fee structure

Approximate Hours of Study**

Hours of Study 90 - 140 hours

** In order to provide some guidance to course participants as to the length of time it will take to be sufficiently prepared to write the final examination,
CSI has prepared this estimate of the number of hours an average participant could possibly expect to spend studying for a course. Please note that
these are only recommended hours of study developed based on research and our course content, however, this does not mean
that some students with exceptional backgrounds would not take less time than recommended or that students with no background at all in finance or
economics would not take longer than the maximum.

EXAM WEIGHTINGS
(weightings are approximate)
Introduction to the Mutual Funds Marketplace 13%

The Know Your Client Communication Process 19%

Understanding Investment Products and Portfolios 18%

The Modern Mutual Fund 5%

Analysis of Mutual Funds 10%

Understanding Alternative Managed Products 3%

Evaluating and Selecting Mutual Funds 16%

Ethics, Compliance, and Mutual Fund Regulation 16%

EXAM INFORMATION
Exams 1

Exam Format Paper or Computer Based

Exam Duration 3 Hours

Question Format Multiple Choice

Questions Per Exam 100

Attempts Allowed Per Exam 3*

Passing Grade 60%

Assignments None

ENROLMENT PERIOD
Enrolment Period 1 year†

Find an Exam Centre

(student/exams/dates.xhtml)

CSI Policies
(student/policies/index.xhtml)

COURSE COMPLETION NOTICE AND WALL CERTIFICATE

On successful completion of this course you will be able to download a Notice of Course Completion available through your student
profile. This will remain on your profile as formal indication of course completion.

CSI will mail you a wall certificate within 4 - 6 weeks of course completion. Frames to display your certificate
(promotions/frames/index.xhtml) are available. Please ensure that your First and Last Name on your profile match your First and
Last Name on your Government Issued Photo identification - this will ensure you receive an accurate certificate.

CSI will be pleased to issue an Honors Certificate to all students who obtain a final course mark of 85% or higher.

*There is no charge for your first attempt at a paper-based exam within Canada, as long as it's at a regular exam center (student/exams/dates.xhtml) and
you provide a minimum of 14 days notice before the date that you want to write the exam. If you would like to write a computer-based exam
(student/exams/pcbased.xhtml), an additional fee (student/policies/fees.xhtml) will be required.

Each subsequent paper-based exam attempt at a regular exam centre within Canada (student/exams/dates.xhtml) will also require an additional fee
(student/policies/fees.xhtml). This fee is in addition to any special, computer-based or international fees that may apply. You must provide a minimum of
14 days notice within Canada at a regular exam centre and 4 weeks notice for all other centres. Please note that the date of the exam
is not part of any notice period.
†Please note: Access to your online materials will close 2 weeks after successful course completion or course expiry (whichever comes first). This course
can be extended by 1 year provided you have not exceeded the attempts allowed
(https://www.csi.ca/student/en_ca/student/policies/coursecompletion.xhtml#4) for each exam. You can view CSI extension fees here
(https://www.csi.ca/student/en_ca/student/policies/fees.xhtml). Your enrolment period can only be extended one time.

Important: During a student's enrolment period, CSI may update this course. In that case, details about the update and how it may affect students
will be posted online via My CSI. Students are held responsible for and are examinable on the content in the course textbook(s) provided at the time of
enrollment unless stated otherwise in My CSI. Students are encouraged to check My CSI regularly throughout their enrolment period.

CONTINUING EDUCATION (CE) CREDITS

Click the links below to access CE accreditation information. To search for specific course information, press Ctrl + F and
then enter the course name to search the document for the information you are interested in.

National/Provincial (Excluding Quebec)

Download CE Chart (courses/pdf/ce_chart.pdf) (PDF, 163 kb)

Quebec (IQPF/CSF)
Download IQPF/CSF Chart (courses/pdf/ce_chart_quebec.pdf) (PDF, 182 kb)

Please note: While CSI makes every effort to ensure that the information is up-to-date, we are unfortunately unable to fully
guarantee its accuracy. The information listed in the charts above may be subject to change.

More detailed information on CE Credits (courses/cecredit_info.xhtml) are available.