Description - A Comparison of Segregated Funds, Mutual Funds, and Exchange Traded Funds

How to order:  Click on the Add to Cart button on the Course Catalogue page. If you have a coupon code, put it in the coupon code box and the discount will be applied to your order. (Remember to register on CLIFE first!) After you pay for your order with your credit card, you will receive an email with a link to download the Course. You can then use the link provided to read the Course on your computer or print it off.

Test: You will be sent a link to the test in the same email that has your course link. You must login with the username and password you created in your registration to do the test; no login is required for the course.

Certificate: Download your Certificate after successfully completing the test.


Course Contents

A Comparison of Segregated Funds, Mutual Funds, and Exchange Traded Funds gives you the knowledge you must have about segregated funds, mutual funds, and exchange traded funds to serve your clients. We’ve presented the information in an easy-to-read table. Compare:

  • what is important to understand about each;
  • their history;
  • licensing requirements;
  • unique and general features;
  • pre-authorized contributions;
  • length of investment;
  • consumer protection provided;
  • risks;
  • purchasing process and disclosure;
  • fees;
  • rights of investors;
  • values and returns;
  • use in estate planning;
  • taxation of non-registered accounts;
  • systematic withdrawal;
  • suitability


The value of this Course comes from the comparison between the products; it illuminates strengths and weaknesses of each investment that may not otherwise be obvious. You will be able to knowledgeably guide clients by providing information that they may not know, or understand.

Much is written about ETFs for the US market but the information in this Course is entirely Canadian.


Provincial Life Credits: 2 credits in BC, SK, MB, ON
CFP® Professionals: 2 credits (Financial Planning)

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