Canadian Investment Funds

The course provides an overview of subject matter essential for the individual who requires general knowledge of the mutual fund industry and related topics. The individual may want to become a professional in the mutual fund's industry or simply want to expand their knowledge of mutual funds for personal interest. Specific topics include: (1) the duties and obligations of a mutual fund salesperson and the regulations that govern salespersons activities, (2) an overview of the economic and investment framework in which the mutual fund industry operates, (3) the structure of the mutual fund industry in Canada, and the administration of mutual fund organizations, (4) the investment activities of mutual funds, (5) the Canadian income tax system, especially the taxation of investment income, and (6) an overview of pensions and retirement savings.

Note: Check with the institution regarding start/end dates, prices, and delivery method. These may vary according to program, section, and/or semester.