Showing 38 results for "IFIC Exam"

Taxation

When working with your clients to create financial plans and make investment recommendations, it is essential that you are aware of the Canadian tax system so as to better understand…

Registered Retirement Savings Plans (RRSPs)

A registered retirement savings plan (RRSP) is a type of registered savings plan set up under the Income Tax Act and registered with the Canada Revenue Agency. An RRSP is…

Retirement

How Do People Finance Their Retirement? Many Canadians share the investment goal of having a comfortable retirement. To retire at our desired age, we must develop an investment strategy that…

Disclosure 

Before investors purchase mutual funds, dealers are required to disclose specific information about the funds The rationale for Mutual Fund Disclosure The protection of investors is one of the primary…

Fee Structure

There are three important costs related to mutual funds: Management fees and operating expenses, paid by the fund for professional portfolio management, investment research, marketing, accounting, record keeping, and legal…

Redeeming Mutual Funds

Mutual funds provide liquidity for investors. Mutual funds can be redeemed easily and investors can receive their money quickly. On an annual basis, the fund manager must provide investors with…

Purchasing Mutual Funds

Understanding how investors can purchase mutual funds is essential in your role as a dealing representative. The net asset value per unit (NAVPU) is critical to a mutual fund because…

Mutual Fund Organization

As a mutual fund dealing representative, you are expected to know how mutual funds are structured. The mutual fund organization is the core of MFD. The mutual fund is a…

Financial Analysis

The financial analysis enables portfolio managers to gauge the past and current performance of companies, in order to assess the value and potential future performance of companies and their securities.…

Portfolio Management

A portfolio is the collection of securities held in a mutual fund. As a dealing representative, it is very important that you have a good understanding of the portfolio management…

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