CIFC study plan
CIFC · Give each week a clear focus.
8 weeks · About 6 hours per week
Investment fundamentals
Distinguish security claims and the sources of return.
Practise compounding, real return, bond and portfolio calculations with stated assumptions.
Your checkpoint
A checked calculation log with units and explanations.
Mutual-fund products
Review NAV, distributions, series, fees and comparison bases.
Explain differences among the major pooled-product exposures.
Your checkpoint
A product comparison worksheet using the actual stated terms.
Client assessment and suitability
Separate risk willingness, capacity, horizon and liquidity.
Practise identifying missing or inconsistent client facts.
Your checkpoint
Case notes linking client facts to product and portfolio considerations.
Canadian taxation and account wrappers
Track non-registered acquisitions, distributions and cost-base changes.
Distinguish RRSP and TFSA mechanisms without assuming current numerical limits.
Your checkpoint
Worked hypothetical tax examples and a current-source checklist.
Ethics and business conduct
Recognize incentive, authority, privacy and record-integrity failures.
Review the appropriate correction, complaint and escalation processes.
Your checkpoint
A conduct case log with supported corrective actions.
Regulation, disclosure and legacy-course scope
Distinguish legacy study from current provider and registration requirements.
Review product disclosure, firm approval and current-authority verification.
Your checkpoint
A source map separating course, registration, disclosure and protection questions.
Investment fundamentals & Mutual-fund products & Client assessment and suitability & Canadian taxation and account wrappers
Complete mixed sets before reading explanations.
Classify mistakes as arithmetic, definition, assumption or assessment errors.
Your checkpoint
A prioritized weak-concept repair list.
Investment fundamentals & Mutual-fund products & Client assessment and suitability & Canadian taxation and account wrappers & Ethics and business conduct & Regulation, disclosure and legacy-course scope
Re-answer missed items and explain each distractor.
Confirm the current course and provider if an actual assessment is planned.
Your checkpoint
A readiness record with unresolved scope or current-rule questions identified.
Milestones
Week 2: Calculate returns, NAV and unit changes without confusing income and value.
Week 4: Explain client risk dimensions and account-wrapper differences accurately.
Week 8: Resolve recurring mistakes and verify actual provider-specific requirements.