IFC — Investment Funds in Canada (Study Hub + Practice)

Investment Funds in Canada (IFC) is a CSI exam focused on mutual funds and the day-to-day work of a mutual fund representative: KYC and suitability, product and portfolio basics, mutual fund structure and performance, alternative managed products, and ethics/compliance/regulation.

Official structure (CSI): 1 exam, 3 hours, 100 multiple-choice questions, passing grade 60%. Source: https://www.csi.ca/en/learning/courses/ifc/exam-credits

Use this hub to prep efficiently:

• Start with the Overview for scope, what to prioritize, and common pitfalls.
• Follow the Study Plan for 30/60/90‑day prep.
• Use the Syllabus as your objective checklist.
• Use the Cheatsheet for terminology, decision tables, and formulas (glossary included).
• Train speed with Practice.

Select a section below to begin.

In this section

• IFC Cheatsheet — Mutual Funds, KYC, Portfolios, Fees, Regulation & Glossary
  Comprehensive IFC cheat sheet: mutual funds marketplace and structure, KYC and suitability process, product and portfolio basics, performance and fees, alternative managed products, regulation/ethics, formulas, and glossary.
• IFC FAQ — Common Questions (Mutual Funds, Suitability, Regulation)
  Frequently asked questions for CSI Investment Funds in Canada (IFC): exam format, topic weightings, what to memorize, and how to practice efficiently.
• IFC Overview — Mutual Funds, KYC, Suitability, and Regulation
  High-level overview of CSI Investment Funds in Canada (IFC): what’s tested, official topic weightings, common pitfalls, and a practical prep strategy.
• IFC Practice — Mutual Funds, KYC/Suitability & Compliance Drills
  Practice IFC with drills mapped to the syllabus: mutual funds marketplace, KYC and suitability scenarios, product/portfolio basics, performance and fees, and ethics/regulation.
• IFC Resources — Official CSI Links
  Authoritative IFC resources from the Canadian Securities Institute (CSI): course page, official curriculum, and exam credits (structure + weightings).
• IFC Study Plan (30 / 60 / 90 Days)
  A practical IFC study plan (30/60/90 days): weekly focus areas mapped to the official CSI blueprint and chapters, with a repeatable syllabus → drills → review loop.
• IFC Syllabus — Learning Objectives by Topic
  Blueprint-aligned learning objectives for CSI Investment Funds in Canada (IFC), organized by topic with quick links to targeted practice.