This course discusses the financial markets and mutual fund industry . In a series of recorded videos we would be discussing about
•Your role as a mutual fund sales representative
•The importance of the “Know your client” rule and how to apply it
•Analyzing the risk-return relationship of investments
•Explain the process of creating and managing investment portfolios that meets client’s needs
•The different types of mutual funds
•The function of exchanges and clearinghouses
•Assessing mutual funds performance and fee structure
IFC is a regulatory exam conducted by CSI . It is generally taken by learners planning to enter in financial services / Banking sector in Canada.
By MJ the Fellow Actuary
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