IFSE Mutual Funds Course
Exam preparation and assessment tools


Exam Preparation Seminar

Foran Financial InstituteThe Foran Mutual Funds Exam Preparation Seminar is based on courses administered by the Investment Funds Institute of Canada

This two-day seminar will appeal to individuals who wish to obtain a thorough understanding of the mutual funds materials.

Content: The seminar covers investment terminology, financial statement analysis, economics and various types of securities. It also covers: setting up a mutual fund; varying investment objectives of funds; types of plans; taxation matters; insurance products; regulatory matters and ethics.


Dates: Toronto May 15-16
June 12-13
Lectures: 8:30 a.m. - 5:30 p.m.
Instructor: Doug Planche, CFP, CLU, CH.F.C., F.L.M.I.
Total Hours of Instruction: 16 hours
Tuition: $345 + GST

Click here to register for the Seminar.



Exam Preparation & Assessment

Passing the licensing exam is the key first step for students in getting their mutual fund license. The exam tests the skills and product knowledge needed for the job. 

In collaboration with Oliver’s Learning, a leading educator to the financial services industry, we are providing exam preparation tools to ensure the student has a fundamental understanding of the requisite materials to successfully write the exam.

Oliver’s Learning offers study materials to ensure you are prepared for your mutual fund exam.

IFIC:  The Canadian Investment Funds Course Study Notes Cost:  $64.95
Mutual Funds Exam Prep Cost:  $64.95

Take advantage of Oliver’s package deal and save 15% when you order both.

Click here to order.