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Updated: Oct 06, 2026

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CISI IFC Exam Syllabus Topics:

TopicDetails
Topic 1
  • 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.
Topic 2
  • 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 3
  • Understanding Investment Products and Portfolios: This domain explores various investment products including stocks, bonds, and securities, along with portfolio construction principles, asset allocation strategies, and how different products work together to meet client objectives.
Topic 4
  • Introduction to the Mutual Funds Marketplace: This domain covers the structure of Canada's mutual fund industry, including key participants like manufacturers, distributors, and regulators, along with distribution channels and the regulatory framework governing the industry.

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

CISI IFC Exam Overview:

Certification Vendor:CSI (Canadian Securities Institute)
Exam Name:Investment Funds in Canada (IFC)
Exam Number:IFC
Exam Format:Multiple Choice
Certificate Validity Period:2 years
Exam Price:CAD 520.00
Real Exam Qty:100
Exam Duration:180 minutes
Passing Score:60%
Available Languages:French, English
Sample Questions:CISI IFC Sample Questions
Exam Way:Proctored (remote or in-person at a test centre)
Pre Condition:None
Official Syllabus URL:https://www.csi.ca/student/en_ca/courses/csi/ifc.xhtml

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