Mutual Funds In Canada

This introductory course is designed to prepare students to write the mutual funds licensing exam, successful completion of which is often considered by employers to be a mandatory first step in an investment industry career. Successful candidates will be eligible to provide mutual fund advice and product in Canada. The content very broadly covers the mutual fund investment industry in areas such as regulation, mutual fund mechanics, management styles, advisor requirements, private and public retirement plans and taxation of mutual funds. Students will register through for access to course materials and industry exams.