COURSE DESCRIPTION (WHAT IS IFC?)

The IFC helps advisors with providing knowledge and insight necessary for giving effective advice to clients on mutual fund investments.

Advisors should take clients’ return objectives and risk tolerance into consideration before providing advice.

The IFC helps advisors in accomplishing their responsibilities whether it’s legal, ethical, or professional.

DOES TAKING THE IFC COURSE REQUIRE SPECIAL TRAINING?

It’s not mandatory to participate in any program before taking IFC exam, yet a well-designed program it could go a long way by:

• Explaining more difficult concepts
• Focusing on exam points
• Shortening the preparation period

WHAT ARE THE BENEFITS OF completing IFC course?

Earning IFC could:

• Provide you with your license to sell mutual funds
• Give you the Knowledge necessary for an advisory capacity
• Enrich your Resume
• Broaden your job opportunity horizon:
  • Financial Planner
  • Mutual Funds Licensed Dealer

HOW TO GET IFC?

This path begins by enrolling in IFC program at CSI.CA

How long does it take to prepare for the exam?

The CSI suggests it takes about 90-140 hours to get prepared for the exam. We expect participants in this course to need at most half of that time.