IFIC Resources & Textbook

Downloadable PDF Resources

• Tip Sheet
• Glossary Sheet
• Formula Sheet

IFIC Textbook & Lessons

• IFIC Lessons - Printed Text
• IFIC Textbook

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IFIC Textbook

• Unit 1: Regulatory Environment
• Unit 2: Registrant Responsibilities
• Unit 3: Know Your Client, Know Your Product, and Suitability
• Unit 4: Economic Factors and Financial Markets
• Unit 5: Types of Investments
• Unit 6: Types of Mutual Funds
• Unit 7: Portfolio Management
• Unit 8: Mutual Funds Administration
• Unit 9: Retirement
• Unit 10: Taxation
• Unit 11: Making Recommendations

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IFIC Webinars

• Exam Prep: Session 1
• Exam Prep: Session 2
• Exam Prep: Session 3
• Exam Prep: Session 4
• Exam Prep: Session 5
• Exam Prep: Session 6

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