FAQ

Where can I find my receipt online?
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You can print your receipt by logging into your IFSE account at www.ifse.ca.

Once you have logged in, to print your transaction receipt;                                                              

  • Click on: "Shopping".
  • Select: "Purchase History/Receipts".
  • Select: "Account History".
  • This will bring up a list of your transactions.
  • Select the reference # of the transaction you wish to print.

Where is the exam schedule?
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The exam schedule can be found on the web site under the link EXAM CALENDAR

The exam schedule can also be found by logging into your IFSE account at www.ifse.ca.

Once you have logged in, to view the exam calendar;

  • Click on "My Exams"
  • Click on EXAM CALENDAR

How do I access my online course?
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You can access your online material by logging into your IFSE account at www.ifse.ca.

Once you have logged in;

  • Select: "Launch this Course".
  • This will bring you directly to your course material.

How do I get my exam results?
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You will receive an email from IFSE when your exam results are available.

Exam results are posted on-line within 3 to 5 business days of your exam write date.

You can access your exam results by logging into your IFSE account at www.ifse.ca.

Once you have logged in;

  • Select: "My Exams".
  • Select: "Show me my Marks for this Course" - (This link only appears when your exam has been graded)
  • This will bring you directly to your Exam results.

How much do IFSE courses cost?
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You can find a list of course fees here.


I recently completed an IFSE course, do I receive a transcript or certificate?
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Yes. If you completed a mutual funds program course you will be able to print a transcript online 24 hours after your grade is posted.

You can access your transcript by logging into your IFSE account at www.ifse.ca.

Once you have logged in;

  • Select: "My Transcripts"
  • Select: "Print" beside the transcript you wish to print

If you completed the LLQP course you will receive a certificate of completion in the mail within 10 business days from the time your exam was graded.


I recently completed an IFSE course, do I receive a CE certificate?
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Yes. If you completed a mutual funds program or insurance course you will be able to print a CE certificate online 24 hours after your grade is posted.

You can access your CE certificate by logging into your IFSE account at www.ifse.ca.

Once you have logged in;

  • Select: "My CE Certificates"
  • Select: "Print" beside the CE certificate you wish to print

Can I pick up my book from the IFSE office?
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No. Printed text materials are shipped from a warehouse that services the whole country. Your printed materials will arrive within 3-5 business days.


Who do I contact for course content inquiries?
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All content related inquiries can be sent to coursequestions@ifse.ca Please be sure to include the following information so we may better assist you.

  • student name
  • student number
  • course you're enrolled in
  • exact location of question in the course (unit, lesson, pg title)
  • question

How do I book the Provincial LLQP exam?
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Please contact the Insurance Council in your province to register for the Provincial LLQP exam.

You can access a list of Insurance Councils by logging into your IFSE account at www.ifse.ca.

Once you have logged in;

  • Select: "Government and Regulatory Resources" under the Course Resource heading
  • Select: "Print" beside the certificate you wish to print

How do I register for a course?
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If you have never taken a course with the IFSE Institute, please follow the steps below. If you have taken an IFSE course before, please log into your existing username and password, click on ENROL IN A COURSE and begin at step number 3.

  1. From the homepage click on the link "Become a Student".
  2. Supply all mandatory fields (indicated by a * next to the field) and click "Next" to proceed.
  3. Review the selections and Click on the highlighted "Area of Interest". This will allow you to continue to the next screen.
  4. If you have been given a contract number and password by your organization, enter it where required and click "Yes". If you do not have a contract number, click "No".
  5. Click on the course name that you want to enrol in.
  6. Review the Terms and Conditions completely.
  7. 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.
  8. 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. Hit the "Next" button to proceed.
  9. Verify your shopping cart information and click on "Process Payment".
  10. 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 register for an exam?
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You must register for all IFIC and LLQP exams at least 10 calendar days prior to (and not including) the available exam date.

You can register for an exam by logging into your IFSE account at www.ifse.ca.

  • Select: "My Exams".
  • Select: "Register for Exam".
  • Choose Exam Location: Choose a Location to write the Exam.
  • Choose Exam Date: Choose a Date to write the Exam.
  • Proceed to Payment (Even if the payment is $0)

What are the technical requirements for using IFSE.CA?
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Please see a list of technical requirements here


Can I take an IFSE.ca course in a classroom setting?
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Yes, you may take the Canadian Investment Fund Course Program (CIFC) and the Life License Qualification Program (LLQP) through one of our partner colleges and universities across Canada. Note that our partners deliver our courses independently of IFSE.ca and administer the programs on their own timeline.  For a list of Academic Partners click here.


Can I write an exam at another location that is not on the exam schedule?
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It may be possible for you to sit an exam at a location not on the examination schedule. In this case you should contact IFSE by email at ifse@ifse.ca to request a special exam sitting. IFSE requires at least 30 days’ notice, in writing, prior to the desired examination date. The cost of a special exam sitting is $200 within Canada. Group rates are negotiable. Please contact Education Services either by phone at 1-888-865-4342 or email ifse@ifse.ca for further information. (International exams can be arranged, please contact IFSE for more information.)


Can I change my exam centre once I have registered for my exam?
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Yes, but you must do so 10 days prior to your exam date. It’s your responsibility to ensure you are registered at the correct examination centre.


What happens if I can’t make the scheduled exam date?
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If you are unable to attend the scheduled examination sitting you may reschedule it to the next available date. This will be at no cost if Education Services receives your request 10 days prior to the examination date. A late fee will be applied to any re-scheduling or examination registration that we receive after this time.

Any student who fails to appear at a scheduled examination is subject to a missed examination fee and one exam attempt is forfeited.


What do I need to bring to the exam?
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You must bring current photo identification, such as a valid passport, driver’s license or citizenship card. If you are unable to produce acceptable photo identification you will not be allowed to sit your exam. Please contact Education Services at 1-888-865-2437 prior to your exam date if you are unable to supply us with acceptable photo identification. 

Students are required to bring an HB2 pencil, an eraser and a non-programmable calculator to the exam. These supplies will not be provided at the examination. Scrap paper for working out calculations will be provided. No other materials may be used during the examination.

Note: Proctors cannot accept payment for outstanding course- or program-related fees at the exam centre.


How do I get my tax receipt for a course?
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If you paid for your course by credit card, an official receipt is available immediately for you to print from your computer.

Canada Revenue Agency regulations permit official receipts (T2202A forms) for tuition and other course related fees. Receipts for income tax purposes cover tuition fees paid for eligible courses taken during the preceding calendar year. Students at our Academic Partners will receive tax receipts from their Academic Partner and not from IFSE.

You can access your tax receipt by logging into your IFSE account at www.ifse.ca.

  • Select: "My Tax Receipt".
  • Select: "Print" beside the tax receipt you wish to print.

What is a Academic Partner?
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IFSE has a network of Academic Partners across Canada. Academic partners are colleges and universities which provide IFSE courses in a classroom setting. Click on Academic Partners to find one near you.


What is a Exam Check?
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An Exam Check is printed material that enables students to practice for exams. It contains sample exam questions and recommended solutions. Exam Checks are mailed to students from IFSE within five business days of purchase.


What does IFIC stand for?
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IFIC is the Investment Funds Institute of Canada, a trade association dedicated to enhancing the integrity and growth of the investment funds industry in Canada. IFSE, which operates IFSE.ca, is wholly owned by the Investment Funds Institute of Canada. More information about IFIC can be found at www.ific.ca.


What is a Live Webinar?
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A live Webinar is real-time training with an IFSE instructor, delivered over the Web via IFSE.ca. Students may interact with the instructor in real time. Webinars are offered at specific dates and times and archived on the student's profile enabling play back as desired.


What is an Online Exam?
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An online exam is an exam that is taken via the IFSE.ca Website. The exam is available 24/7 and may be completed from the student's home, or other location of choice which has Internet access. Students receive their grade immediately upon submission.


What is a Online PDF Course?
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An online PDF course is provided to students via their IFSE.ca profile in PDF format. Course material, in PDF format, is simply downloaded and printed out. PDF courses are not interactive.


What is a Paper-based Course?
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A paper-based course is provided entirely in printed text book format. Materials are delivered to students within five business days of registering for a course. Exams are booked online and written in person at an IFSE exam centre.


What are Printed Text Materials?
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Printed text materials compliment the materials provided to students in Web-based courses. Printed text materials are delivered to students within five business days of registering for a course. They do not include exercises, but instruct students to go online to complete interactive portions of the course, where required. Printed text materials are optional, and there is a charge for them.


What is a Profile?
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Your profile, also referred to as your "student profile" is information retained on IFSE.ca that relates specifically to you. It starts with the information you provided when you signed up with IFSE.ca and expands as you perform activities, such as enroll in a course, schedule an exam, make a payment and access your grades. To ensure your personal information is protected, you must use the password, student number and username provided to you when you registered with IFSE.ca to access your profile.


What is a Proctor?
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A proctor is a person responsible for overseeing an exam.


What is Self-Study?
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Self-study means that you set your own timetable for completing lessons and study at your own pace. All courses must, however, be completed within the allotted timeframe.


What is a Study Guide?
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A study guide compliments selected Web-based course material. It includes summaries of course information and highlights key points and definitions to aid learning. It also includes exercises. Students usually receive their study guide within five business days of registering for a course.


What is a Unit?
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A unit is a section of learning within a course -- for example: Unit 12: Legal and Professional Standards -- is one of several units that make up the LLQP course.


What does Web-based stand for?
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A unit is a section of learning within a course -- for example: Unit 12: Legal and Professional Standards -- is one of several units that make up the LLQP course.


What is a Web Trainer?
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Web Trainer is a series of pre-recorded, instructor-led training sessions that are supplemental tools to some of IFSE’s Web-based courses. Web Trainer sessions include PowerPoint presentations. Web Trainer sessions can be accessed by students 24/7 via IFSE.ca and viewed as often as desired. Students will need to login with their username and password to access Web Trainer.