hey, it should be Rolia, not Olia, right? Anyway, here is my suggestion on license for Mutual Fund, as I worked for one Mutual Fund company before .....

lumlumq (lumlum)
<本文发表于: 相约加拿大:枫下论坛 www.rolia.net/f >
If you want to get some license for Mutual Fund, such as operation license, or if you want to sell mutual fund, you'd better go to register for IFIC's exams.

IFIC : The Investment Funds Institute of Canada.
Location: 5th flr, 151 Yonge Street, ( the whole floor)
Subway: get off at the Queen station
Cost: eg, for Mutual Fund operation course which I took,
CDN 180 - non industry student
CDN130 - industry student, whose employer is also
dealing with mutual funds, such as Fund company, or dealer
* Different course and exam has different price.
As I was working in the supporting dept, so I only took operation course and exam. If you want to sell mutul fund, you have to write sales exam.

The operation exam is not difficult, especially when you are working in this industry. It only took me a month to pass it. But I heard the sales exam is more difficult. As I am not a saleswoman, sorry I can't give any suggestion on buying Mutual Funds, though it's RRSP season right now.

If you want to study for a broader range, you'd better take CSC, Canadian Security Course, which is the basestone for entering the financial industry. If you got the CSC certificate, it would much easier for you to apply for a job in the financial industry. It includes two assignments and one final exam. You have to complete two assignments within six mths, otherwise you will loose the qualification to write the final exam. This is really a good method for CSC to make money. 'cause if you couldn't hand in two assignments in time, you have to subscribe the tuition fee again to reapply. See? CSC is soooo smart.

Cost: CDN 450 ( including three thick textbooks and supporting materials, but if you want to attend the seminars to improve comprehension on financial stuffs, you have to pay another CDN 250, sth like that, I forgot.)
* This price is for non industry student, it's much cheaper for industry student, sth around 280... But wait, though I was in mutual fund company, I belonged to non industry student, so you could see how narrow the definition of industry student!

Location: 15th flr, Standard Life Building ( it's on the King street, near the intersection of King and York)
Subway: get off at King station

You'd better find sb work with you to accomplish the assignment, otherwise it's so easy to get lazy to get them done within the deadline. That's my experience.

Okay, that's my suggestion for mutual fund, sorry I don't have any idea about the life insurance.

Wish you good luck..

Got to get back to study... Good day. Lumlum ^_^
<本文发表于: 相约加拿大:枫下论坛 www.rolia.net/f >

2001-3-15 -04:00

回到话题: Hi, David Diao, Rollor and Olia's masters, how are you? Can you me some ideas in non-IT fields, like Priamerica? I'm so interested in it, but don't know how to join it and how to get Life Insurance 和 Mutual Fund.

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