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IFIC Branch Manager's Course

The Branch Manager's Course is a course provided by Investment Funds Institute of Canada (IFIC).

Study Notes for the IFIC Branch Manager's Course provides detailed information for the "need-to-know" content of this course in an easy to read and study format. Practice questions with answers are provided for each chapter.

Table of Contents

  1. Advertising Regulations
  2. Selling Practices
  3. Applying for Mutual Fund Registration for Salespersons
  4. Completing the Registration Form
  5. Modifying a Registration
  1. The Regulatory Framework
  2. The Branch Manager's Responsibilities
  3. Setting Up and Running a Branch
  4. Staffing a Branch
  5. Daily Operations
  6. Managing Accounts
  7. Sales Documents and Other Transactions

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Study Notes for the IFIC Branch Manager's Course

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