Offering: Mutual Funds a Conceptual Approach

Titles: Fundamental of Mutual Funds in Canada

By Patrick O'Meara

Overview:

Whether you are a striving to build a career in retail financial services in Canada, or an investor seeking to improve your knowledge of Canada's mutual funds (investment funds) markets, this course is designed to provide learners, and investors of all ages, with fundamental investment knowledge that will help them to better assess mutual fund investments.

Designed and written to help all those taking the course to successfully complete the Investment Funds in Canada (IFIC) exam -- the exam YOU MUST PASS in order to sell mutual funds in Canada - this course uses real world examples, centered around the case methodology, to help learners and investors build their knowledge base of mutual fund investing in Canada.

After completing this course learners should be able to pursue careers in retail and personal banking, investment fund sales, and retirement and investment planning. Investors completing this course should have a better understanding of the fundamentals of mutual funds in Canada and be able to better assess mutual funds and how they can be used to build a solid financial base for retirement, financing a child or grandchild's education or any other worthwhile goal they may have.

The Course's Global Learning Outcome Statements (LOS)

• Learner's should be able to discuss the nature of the mutual fund industry in Canada and its structure.
• Learner's should be able to describe and discuss different mutual fund fee structures.
• Learner's should be able to discuss the benefits and risks of investing in general and specifically the benefits and risks of the various and different mutual funds available in the Canadian market.
• Learner's should be able to describe and apply a simple risk-reward model of investing.
• Learner's should be able to describe and apply investment planning theory and processes to retail investment scenarios.
• Learner's should be able to apply the "Know Your Client" rule (KYC) to aid investors in making sound investment decisions.
• Learner's should be able to assess an investor's investment risk tolerance.
• Learner's should understand, and be able to describe, the various types of investments underlying different types of mutual funds, including t-bills, bonds, common and preferred shares and derivatives.
• Learner's should be able to describe various economic concepts and their relationship to the investment planning process.

Titles

Fundamental of Mutual Funds in Canada

By Patrick O'Meara