Throughout this course, students will be given information and exercises that are relevant to work as mutual fund salespeople. The sequence of the instruction parallels the process that one will follow much of the time with clients. The goal is not only to present the knowledge that is required for the role but also to give the opportunity to analyze case studies and put the knowledge into practice. The course provides the opportunity to practice and apply the knowledge, not just on one topic at a time, but in cases and exercises that challenge one to integrate many different skills. Upon completion of the course students will be eligible to write the CFIC exam through the Investment Funds Institute of Canada.
Part-time delivery only: