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The video is a response to a frequently asked question on how to work in a bank in Canada.
The first step is to plan to take the licensing exam, the Investment Funds in Canada (IFIC) or the Canadian Securities Exam (CSC). Passing either of these exams will qualify you to become a licensed mutual fund representative, which allows you to give advice to clients on investments in retail branches. A degree or experience is not necessary to take the exams, but passing them is a legal requirement.
Read Me First! Please note that the purchase of Dazia’s exam preparation materials or tutoring does not constitute enrolment in the actual licensing course(s). Instead, our materials are designed to assist you in understanding the content of such courses. If you have not already done so, you must register with the applicable course and exam provider in order to obtain their course materials and write the actual exam.
The trade-marks AFP, BCO, CSI, CSC, CPH, DFOL, FP1, FP2, FPSU, IFC, NEC, OLC, PFP, PFSA, WME, Wealth Management Essentials, Branch Compliance Officer, Canadian Securities Course, Conduct and Practices Handbook Course, Investment Fund in Canada, New Entrants Course, Wealth Management Essentials, Personal Financial Services Advice Reading, Financial Planning 1, Financial Planning 2, Financial Planning Supplement, Applied Financial Planning, and Personal Financial Planner are owned by the Canadian Securities Institute (CSI®). The Canadian Securities Institute (CSI®) does not sponsor, license or necessarily recommend these notes and study material for any of its courses. Dazia Consulting Inc. is an independent supplier of educational services. Exam preparation materials are not sponsored by any other industry organization.
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