IFSE Institute is a leading provider of financial education and support for individuals, firms, and academic institutions. As a not-for-profit organization, IFSE is dedicated to delivering the best-in-class financial education to individuals across Canada. IFSE delivers proficiency exams to professionals in the Canadian investment and insurance industries. The institute’s investments-related courses are suitable for individuals who work – or want to work – in the financial services industry, or for those seeking to improve their knowledge of investments.

What sets IFSE apart is its commitment to providing best-in-class financial education and support to its students. The institute offers a range of courses that are designed to equip individuals with the knowledge and skills they need to succeed in the financial services industry. IFSE’s courses are taught by experienced instructors who have a wealth of practical knowledge in the financial industry.

Popular IFSE Institute Certifications and Course:

Canadian Investment Funds Course (CIFC): The CIFC is unique in its approach, as it follows a sequence of instruction that mirrors the real-world process used with clients. The course includes a challenging case study and practice exam, which allows students to apply their knowledge in practice. Successfully completing the CIFC Exam fulfills the proficiency requirement set by the provincial securities commissions for mutual fund licensing.

—  Labour Sponsored Investment Funds Course (LSIF): The LSIF course teaches students to differentiate between LSIFs and mutual funds. Students will be able to confidently determine if LSIFs are suitable for their clients. The course also covers federal and provincial rules for LSIFs in Manitoba and Saskatchewan.

—  Canadian Deposits Self-Study Course (CDC): This course is a training program designed for deposit brokers and financial professionals working in the deposit-based and fixed income market. The program aims to provide individuals with a strong understanding of the industry and its related products, as well as their ethical and professional responsibilities. In addition to focusing on the Canadian Deposit Broker Industry, the course also covers broader industry-related topics such as estate planning and tax issues. The course is offered by the Registered Deposit Brokers Association (RDBA) and upon completion, students receive a certificate that is eligible for continuing education credits.

—  Ethics and Professional Conduct Course (EPC): This course aims to equip students with a thorough understanding of their obligations to adhere to ethical and professional standards and regulations. Students will gain an understanding of ethics, securities regulations and legislation, regulators, obligations when dealing with clients, the Know Your Client (KYC) and suitability obligation, and prohibited practices.