Non-member


Price

The course cost is $375.00, plus GST.
Please note that course texts and study materials are extra. To learn more, click here.

Enrolment

To enrol in the Advocis/IFSE mutual fund course, click here.

IMPORTANT! You will be asked for a contract number and password (all characters which must be entered exactly as shown). 

Advocis members should identify themselves with this contract number:

C-6701
and with this password: 
advocisnon2009 

Once you are on the IFSE home page
Please follow these step-by-step directions:

  1. Click on the button “Become a Student” at the top of your browser screen.

  2. Supply all necessary information in the mandatory fields. When fields are completed, enter “Next” to proceed.

  3. Click on the highlighted “Areas of Interest” and proceed.

  4. Enter your contract number and password and click “Yes.”

  5. Click on the course name in which you wish to enrol.

  6. Please review the terms and conditions. Click “Yes” to accept the terms and conditions.  Click “No” if you do not accept.  Clicking “No” will cancel the order.

  7. Complete the profile information requests and address.  Review your contact information to ensure accuracy, since this will be the address to which your course materials will be mailed.  Click on “Next” to proceed.

  8. Verify your shopping cart information and click on “Process payment.”

  9. Provide your credit card information and click “Pay Now”.  Please wait until the payment has been processed. 

  10. A copy of the receipt will appear and can be printed for your records.  The receipt will be stored in your student record for future reference.


Writing the Mutual Funds Licensing Exam

Once you are enrolled, please consult your IFSE Student Profile for information on exam dates.