CISI Investment Funds in Canada (IFC) - IFC

Exam Code: IFC
Exam Name: Investment Funds in Canada (IFC) Exam
Updated: Oct 09, 2026
Q & A: 542 Questions and Answers

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CISI IFC Exam Syllabus Topics:

Topic	Details
Topic 1	The Know Your Client Communication Process: This domain focuses on gathering and documenting client information to ensure suitable recommendations, including understanding financial situations, investment objectives, risk tolerance, and maintaining ongoing communication with clients.
Topic 2	Evaluating and Selecting Mutual Funds: This domain covers the systematic process of choosing appropriate mutual funds based on client needs, including selection criteria, cost considerations, performance history, and ongoing portfolio monitoring and rebalancing.
Topic 3	Ethics, Compliance, and Mutual Fund Regulation: This domain addresses ethical standards and regulatory requirements for advisors, covering professional conduct, compliance obligations, conflicts of interest, disclosure requirements, and rules established by regulators and self-regulatory organizations.
Topic 4	Understanding Alternative Managed Products: This domain introduces investment products beyond traditional mutual funds, including ETFs, segregated funds, and hedge funds, examining their features, structures, benefits, risks, and regulatory treatment.

Reference: https://www.csi.ca/en/learning/courses/ifc/exam-credits

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