IFC /IFIC - Chapter 6- Tax and Retirement planning (Investment Funds in Canada )

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  • เผยแพร่เมื่อ 5 ต.ค. 2024
  • If you join level 2 membership of this channel you get access to complete IFC course and Question Bank on Udemy .
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    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
    This course discusses the financial markets and mutual fund industry . In a series of recorded videos we would be discussing about
    1. Your role as a mutual fund sales representative
    2. The importance of the "Know your client" rule and how to apply it
    3.Analyzing the risk-return relationship of investments
    4. Explain the process of creating and managing investment portfolios that meets client's needs
    5. The different types of mutual funds
    6. The function of exchanges and clearinghouses
    7. Assessing mutual funds performance and fee structure
    IFC is a regulatory exam conducted by CSI (Canadian Securities Institute). It is generally taken by learners planning to enter in financial services / Banking sector in Canada
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ความคิดเห็น • 15

  • @DevidNeall-pv4hn
    @DevidNeall-pv4hn 3 หลายเดือนก่อน

    Hey there! Your ability to explain is very good. I know how hard it is to create content. Thank you very much!!

  • @kaurrai7875
    @kaurrai7875 3 หลายเดือนก่อน +1

    Hey , I have a question , can I cleared the cifc test while preparing it from ific syllabus ?. bcz I can easily find the healping content for ific but not easily same in cifc. Plz rply asap.

  • @AfifHassanOfficial
    @AfifHassanOfficial 4 หลายเดือนก่อน

    Hi !!🤗 I have seen your video very nice.❤

  • @ArishtJain-c5q
    @ArishtJain-c5q 3 หลายเดือนก่อน

    Hi Harry, How can i connect with you? i have few queries related to your course & subscription

    • @FinanceinCanada
      @FinanceinCanada  3 หลายเดือนก่อน +1

      You can email at edufinwizards@gmail.com

    • @ArishtJain-c5q
      @ArishtJain-c5q 3 หลายเดือนก่อน

      @@FinanceinCanada Thank you! I have looped you in the email sent to Udemy

  • @clarawhitecollection5047
    @clarawhitecollection5047 หลายเดือนก่อน

    How to access all video? Will I get to pay

    • @FinanceinCanada
      @FinanceinCanada  หลายเดือนก่อน

      You can buy membership to the channel as a member for level 2 ( IFC / CSC ) you get lifetime access to video course and question bank on Udemy

    • @clarawhitecollection5047
      @clarawhitecollection5047 หลายเดือนก่อน

      @@FinanceinCanadais there any site?

    • @FinanceinCanada
      @FinanceinCanada  หลายเดือนก่อน

      You can click on the join button on the TH-cam channel

  • @UpkardeepKaur-m5g
    @UpkardeepKaur-m5g 2 หลายเดือนก่อน

    Hi I took subscription for 1 month but it expired before a month

    • @FinanceinCanada
      @FinanceinCanada  2 หลายเดือนก่อน

      Hi TH-cam had an error so they have refunded and canceled all subscription. The money would be refunded . You can subscribe fresh for access

  • @rogerronny3411
    @rogerronny3411 2 หลายเดือนก่อน

    Where to get free question bank

    • @FinanceinCanada
      @FinanceinCanada  2 หลายเดือนก่อน

      As a level 2 member you get access to the question bank under the community tab