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Investment Funds in Canada Course

The Investment Funds in Canada Course is a course provided by the Institute of Canadian Bankers (ICB).

The Investment Funds Institute of Canada (IFIC) also provides a similar course called the Mutual Funds Course. Although the format for the IFIC textbook is different from that used by the ICB, the content is virtually identical. Regardless of which course is taken (i.e. either ICB or IFIC), everyone writes the same exam. Although the Study Notes for the Investment Funds in Canada Course is based on the ICB course, it is an invaluable study aid for either course.

The Study Notes provides detailed information for the "need-to-know" content of both courses in an easy to read and study format. Practice questions with answers are provided for each of the first four modules.

This book is also an excellent way for anyone to increase his or her knowledge about investing in mutual funds.

Table of Contents

Module 4: Understanding Mutual Funds

  1. The Modern Mutual Fund
  2. Money Market Mutual Funds
  3. Mortgage Mutual Funds
  4. Bond Mutual Funds
  5. Other Fixed-Income Mutual Funds
  6. Balanced Mutual Funds
  7. Equity Mutual Funds
  8. Global Mutual Funds
  9. Specialized Mutual Funds
  10. Mutual Fund Fees and Services
  11. Selecting a Mutual Fund

Module 5: Guidance in Action: Case Studies

Module 1: Customers and Products: The Basics

  1. The Role of the Investment Guide
  2. An Overview of the Financial Marketplace
  3. An Overview of the Mutual Fund Industry

Module 2: Knowing the Client

  1. Getting to Know the Client
  2. Kinds of Clients
  3. The "Know Your Client" Rule in Practice: Case Examples

Module 3: Securities, Markets and Investment Portfolios

  1. Fixed Income Securities: Bonds and Preferred Shares
  2. Common Shares, Derivatives, and Securities Markets
  3. Constructing and Managing Investment Portfolios

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Study Notes

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Study Notes for the Investment Funds in Canada Course

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