90 Day Training Course
All new Dealing Representatives are required to complete training in the first 90 days of their
registration when they are registered with a dealer under the MFDA. The IFSE 90 Day Training
Course provides dealers and their Dealing Representatives with the foundational learning
components for their 90 Day training program. New Dealing Representatives learn about the world
of financial services, the financial services industry in Canada, and the regulation of
financial services. The course provides important information about the role of the Dealing
Representative, the role and organizational structure of their dealer, the products and services
that they offer, and their ethical and regulatory obligations.
Tools and Pricing
| Standard Course Price | $250 |
| IFIC Members Course Price | $200 |
| Printed Textbook | $70 |
Click here!Don’t know if your firm is a member of IFIC?
Course Information
COURSE DETAILS
| Delivery | Online |
| Language | English |
| Suggested study time | 30 hours |
| Enrolment period | 1 year |
Click here!Have questions?
WHO SHOULD ENROL
- Newly registered Dealing Representatives of MFDA dealers
COURSE COMPLETION
- Online unproctored exam: The student must pass each of the 9 Online Case Study Exams with a pass rate of 60% or higher in order to pass the 90 Day Training Course.
Note: Your first exam attempt (exceptions may apply) is included in the price of the course enrolment. Additional fees apply for subsequent exam attempts.
Click here! CE Credit Matrix
COURSE TOPICS
| The Financial Services Industry |
| Regulation of Financial Services |
| Mutual Fund Dealers and Dealing Representatives |
| Products and Services |
| New Accounts |
| Advising Clients |
| Know Your Client, Know Your Product, and Suitability |
| The Sales and Trade Execution Process |
| Ethics and Standard of Conduct |
FAQs
How do I register for a course?Follow these instructions.
- Choose the LOGIN/REGISTER box.
- For returning students, login using your username and password. Choose “Enrol in a Course” in the menu bar.
For new students choose "Become a Student" and supply all mandatory information in the following screens. - If you have a contract code and password, enter it where required and click "Yes". If you do not have a contract code, click "No".
- Choose the course you want to enrol in. Click “Next”.
- If optional products are available for purchase, they will appear for you to choose. Click “Next”.
- Complete your profile information as indicated on the screen. Take care in completing your mailing and shipping address to ensure that any materials that you have ordered will be delivered promptly and correctly. Click the "Save" button to proceed to the shopping cart.
- Verify your shopping cart information and click on "Process Payment".
- Review the Terms and Conditions completely. To accept the Terms and Conditions, check the box and click "Yes". If you do not want to accept the Terms and Conditions, click "No". Your course enrolment will be cancelled.
- Provide your credit card information and click on "Pay Now". Please do not touch the screen until your payment has been processed. A copy of the receipt will appear and can be printed for your records. The receipt will also be stored in your student record for future reference.
How do I get my exam results?Exam results for Computer-based Test Centre Proctored and Computer-based Online Proctored exams are available online within 2 business days following the exam if you have no outstanding fees.
Exam results for Online Unproctored exams are available immediately upon submission.
Exam results for Paper-based Proctored exams are available online within 3 to 5 business days if you have no outstanding fees.
When your grade has been released, you can access your exam results by logging into your IFSE account. Once you have logged in:
- Choose “My IFSE”
- Choose “Courses”
- Choose “Show me my Marks for this Course” (this link only appears when your results are available).
What is the cost to rewrite an online unproctored exam?There is no cost to re-write an online unproctored exam with the exception of the Labour Sponsored Investment Funds Course (LSIF), Canadian Deposits Self-Study Course offered by the Registered Deposit Brokers Association (RDBA) and the 90 Day Training Course (3 attempts allowed for each of the 9 case study exams). Click here to view the cost to re-write the online exam for these courses. You must contact us to pay the re-write fee. Once the re-write fee is paid, IFSE will reset your exam.
What happens if my computer crashes during an online unproctored exam?IFSE Institute cannot be held responsible for technical problems that you experience with your equipment or internet service. You can check out the user requirements here.
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