CE Courses

Understanding Mutual Funds


This useful review of mutual funds  will be very helpful to both the novice and seasoned agent/advisor. This course provides the details necessary to provide best-quality client service.

Beginning with the basics, the course goes on to cover the structure of a mutual fund, types of funds, how to select a fund, performance indicators, buying-in and cashing-out, competing products, tax issues, and regulation.

Format: Online

No. of Pages: 65 pages

BC CE Credits: 0 hours

AB CE Credits: 3 hours Life

SK CE Credits: 3 hours

MB CE Credits: 0 hours ***

ON CE Credits: 3 hours

QC CE Credits: 0 hours

CFP®: 3

*** Entry of CE for the same course more than once may be permitted on an exception basis only. If an agent wishes to claim credit for a course more than once, the agent must contact Council for prior approval and provide written reasons. This review is subject to the individual course review fee of $50. Please refer to https://www.icm.mb.ca/files/Renewal_2018/Renewal_2018/FAQs_for_website_for_renewal_-_updated_March_2018.pdf for more information.