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This book contains the IFSE CIFC exam questions and answers.

 

CIFC  Investment Funds 2021 Exam Preparation Textbook

 

The CIFC provides foundational knowledge that prepares Advisors to give effective advice to clients on mutual fund investments based on a client’s objectives, timeline and risk tolerance. It also provides greater insight into a mutual fund representative’s legal, ethical and professional responsibilities.

 

This textbook will prepare you for the Investment Funds IFSE CIFC and Mutual Funds exams

 

This CourseTree exam preparation kit has been published in Canada, The United States and England under the following International Standard Book Number (ISBN)   978-1-7773740-1-3 

Each chapter and module of the official exam provider's curriculum has been distilled and captured into clear and concise language. All learning objectives required to succeed in your exam are provided. This is the most direct and efficient way to study and prepare for the exam.


Our study kits have been carefully written and structured to give you the best possible chance of succeeding at your exam. The language is simple, the learning objectives are clear and succinct. This is everything you need.  


Contents

 

Section 1 - Complete Chapter Study Notes


• Complete of study notes detailing the important topics

• These notes are clear and concise, summarizing every learning objective

 

Topics Covered:

 

The Role of the Mutual Fund Sales Representative
Overview of the Canadian Financial Marketplace
Economic Principles
Getting to know the client
Behavioural Finance
Tax and Retirement Planning
Types of Investment Products and How They Are Traded
Constructing Investment Portfolios
Understanding Financial Statements
The Modern Mutual Fund
Conservative Mutual Fund Products
Riskier Mutual Fund Products
Alternative Managed Products
Understanding Mutual Fund Performance
Selecting a Mutual Fund
Mutual Fund Fees and Services
Mutual Fund Dealer Regulation
Applying Ethical Standards to What You Have Learned
The Role of the Mutual Fund Sales Representative
Overview of the Canadian Financial Marketplace
Economic Principles
Getting to know the client
Behavioural Finance
Tax and Retirement Planning
Types of Investment Products and How They Are Traded
Constructing Investment Portfolios
Understanding Financial Statements
The Modern Mutual Fund
Conservative Mutual Fund Products
Riskier Mutual Fund Products
Alternative Managed Products
Understanding Mutual Fund Performance
Selecting a Mutual Fund
Mutual Fund Fees and Services
Mutual Fund Dealer Regulation
Applying Ethical Standards to What You Have Learned

 

Section 2 - Practice Check Exam Questions


• Actual Exam questions with answer keys


Section 3 - TERMinator Cards


• Flashcards style learning exercise with question on front and answer on the back

• This is the last phase of studying. You can shuffle these index cards and test your knowledge of CIFC definitions
 

IFSE CIFC Canadian Investment Funds Exam Prep Kit

C$29.00Price