Investing within Life Events
Pricing
Standard Course Price | $69 |
Course Information
COURSE DETAILS
Delivery | Online |
Language | English |
Suggested study time | 3 hours |
Enrolment period | 1 year |
Practice exam | No |
Click here!Have questions?
WHO SHOULD ENROL
- Insurance Professionals
- Financial Advisors
- Financial Planners
- Any Trusted Advisor
EXAM DETAILS
Format | Online unproctored exam |
Time permitted | 30 minutes |
Number of questions | 10 |
Question format | Multiple choice |
Passing grade | 60% |
Attempts allowed | 3 |
Click here! CE Credit Matrix
WHAT WILL I LEARN
- What is behavioral finance?
- How does one integrate finances in a Life’s Journey?
- What is responsible decision-making when working with individuals and their money?
- How to work with families from dependency to independence to affluence
- How to match lifecycle stages to Real Wealth Management
FAQs
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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".
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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).
No, an online unproctored exam is an exam that is taken via www.ifse.ca. The exam is available 24/7 and may be completed from any location where there is internet access. You receive your grade immediately upon submission.
You can access your online unproctored exam by logging into your IFSE account. Once you have logged in:
- Choose "Launch this Course".
- Once you launch the course, you can access your Examination or Assessment.
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.
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.