Investment Funds in Canada (IFC)

   What is the Investment Funds in Canada course?

Get your mutual fund sales license through the most popular investment funds course available. Investment Funds in 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.

   Who should enrol in the Investment Funds in Canada course?

According to the Canadian Securities Institute (CSI), the following individuals should enrol:

Seeking your license to sell mutual funds
A financial services professional seeking to grow your knowledgebase
Want a broader understanding of capital markets

        Which organizations provide the course?     

CSI Global Education developed the Investment Funds in Canada (IFC) course and administers its examinations.  The Canadian Securities Institute (CSI) offers the course through distance learning and seminars in limited locations. 
CSI Global Education
Address: 200 Wellington Street West, 15th Floor, Toronto, ON M5V 3C7
Phone: 416-364-9130
Toll Free: 1-866-866-2601
Fax: 416-359-0486
Email: [email protected]
In cooperation with the Canadian Securities Institute, several community colleges offer in-class courses to help students prepare for the IFC examination.  Individuals must still register with the Canadian Securities Institute in order to obtain the course materials and write the certification exam.

              What do I need to do after completing the examinations?           

Once you have successfully completed the required examinations you are still required to apply and be registered with the Mutual Fund Dealers Association (MFDA) or Investment Industry Regulatory Organisation of Canada (IIROC).

   What is the difference between the CSC, CIFC and IFC?

The Canadian Securities Course (CSC) offered by CSI Global Education prepares you to sell mutual funds, stocks and bonds; whereas the Canadian Investment Funds Course (CIFC) offered by the IFSE Institute and the Investment Funds in Canada (IFC) offered by CSI Global Education prepare you to sell mutual funds only.

   What is the difference between the CIFC and IFC?

The Canadian Investment Funds Course (CIFC) and Investment Funds in Canada (IFC) course are both mutual fund courses that for the most part cover the same concepts.  Which course you select is more of a personal choice and your potential professional designation pursuits.  For instance, the IFC is one of the courses that can count towards a Personal Financial Planner (PFP) designation. 

   Is there financial aid available?

Since the Investment Funds in Canada (IFC) course is a professional or industry program, financial aid is often not available.  However, certain employers subsidize in part or in full the cost of licensing for their employees.

   What are some other useful resources/links for this course?

CSI Global Education – Investment Funds of Canada