Learn more about the academic programs we are delivering in Winter 2025. If you have any questions about part-time studies, please contact us.
Seneca Polytechnic offers the Canadian Investment Funds Course (IFC100) to enhance your technical understanding and help you successfully complete the Canadian Investment Funds Course.
This course is offered in conjunction with The Investments Funds Institute of Canada through IFSE.
Students will be given an overview of mutual funds within the context of the financial services industry. They will gain the knowledge needed for their role as a mutual funds sales representative and, through the analysis of case studies, will put their knowledge into practice. Students will learn how to evaluate clients' investment objectives and as well as the competencies to help them choose the investment strategy and vehicles that are right for them.
The IFSE Institute can be contacted at 1-888-865-2437 or e-mail at info@ifse.ca
Interested in learning more?
Students are invited to attend an information session to learn more about the program and to connect with our team.
Seneca Part-Time Asset Management and Financial Planning Graduate Information Session
Thursday, December 5, 2024
12:00 p.m. - 1:30 p.m.
Location: Zoom
Register
Now
Confirmation of registration and a unique link to join the information session will be provided upon registration.
Completion of Grade 12 Mathematics and English recommended.
Part-time Studies courses are being offered in either of the following four formats: Online, Flexible, In-person, Hybrid. Click Availability below to see current offerings.
This course is offered in partnership with the Investment Funds Institute of Canada (IFIC) and delivered through Inventive Financial Sector Education (IFSE.) Students will be given an overview of mutual funds within the context of the financial services industry. They will gain the knowledge needed for their roles as a mutual funds sales representative and, through the analysis of case studies, will put their knowledge into practice. Students will learn how to evaluate clients' investment objectives and the competencies to help them choose the investment strategy and vehicles that are right for them.
The international financial services community is working closely with the government and police force at all levels to contain efforts by organized crime and terrorist groups to launder money and use the financial services system as a conduit for the illicit transfer of funds from the proceeds of crime. The Canadian government has put legislative mechanisms in place and established a financial intelligence unit, FINTRAC, to monitor compliance. This course will teach students about Anti-Money Laundering management programs that are in conformance with Canadian and international regulatory requirements.
Note: Successful completion of the exams allows students to apply for registration as a mutual funds sales representative through their employer and the Ontario Securities Commission.
After registering in IFC100, students must register in the CIFC with IFSE. Instructions on registering with IFSE will be provided on the first week of the course. The following will apply to you when registering with IFSE as an IFC100 student:
Please visit IFSE for more details about the course materials and examination.
*Rates are subject to change without notice.
Students are invited to attend an information session to learn more about the program and to connect with our team.
Seneca Part-Time Asset Management and Financial Planning Graduate Information Session
Thursday, December 5, 2024
12:00 p.m. - 1:30 p.m.
Location: Zoom
Register
Now
Confirmation of registration and a unique link to join the information session will be provided upon registration.
A combination of teaching methods such as lectures, small group work to facilitate the understanding of concepts necessary to complete the IFIC exam.
Students will be registered with Seneca Polytechnic as well as the Investment Funds Institute of Canada. Marking and grading will be done by IFIC.
Belinda Becker
Program Assistant
belinda.becker@senecapolytechnic.ca
Lisa Ballantyne
Academic Program Manager
lisa.ballantyne@senecapolytechnic.ca
437-312-0065
For more information about this program, fill out the following form.