IFB Academy is your go-to resource for accredited professional education. It's free to register and access resources like 'Ask an Expert'. Whether you're looking to expand your business with Exchange Traded Funds, shore up your FINTRAC compliance regime, or learn about new investment strategies, IFB Academy has the knowledge you need. Courses are open to both IFB members and non-members, and range in price from FREE to $250.  

Registering for IFB Academy is quick and easy – just click on this link to gain access and check out the many opportunities to learn and grow.

Grow your business: ETF Proficiency training 

Introduction to Exchange Traded Funds 

4 IIROC Professional Development Credits

4 hours CE in SK, MB, ON; 4 SUI for designation

Canadian investors have approximately $95 billion invested in more than 400 Canadian-listed ETFs. As ETFs gain in popularity as an alternative to other traditional collective investment vehicles they will start to be a greater focus by the regulators and the investment professionals need to be prepared.

The objective of this course is to provide the financial services professional with an overview of Exchange Traded Funds. If you are looking to sell ETFs, this course, authored by Smarten Up Institute, provides a good introduction to understanding these products and this growing market.

Enrich your knowledge of retirement strategies

The 90% Retirement Income Factors

1 hour Life license (Ontario, BC, Saskatchewan)

1 hour Life & AS (Alberta, Manitoba)

1 hour FP Canada - Financial Planning

Introducing our newest course on IFB Academy - FREE for everyone! This thought provoking course covers the growing interest in guaranteed lifetime income and the opportunity for advisors and clients to build a customized pension program using personal assets. Fewer and fewer people have access to company plans and those that have them may find that the retirement income they will provide won't be enough. Participants will learn what guaranteed lifetime income means to aging Canadians, why it's important to them and how much they need or want. What's the role of the advisor? What are the 90% factors? What are the options for pensionizing personal assets? Get some answers to these questions and then leave with some tangible ideas of the income market opportunity and some income solutions that meet the criteria set by today's aging Canadians.

Beef up your FINTRAC compliance regime

Anti-Money Laundering and Anti-Terrorist Financing for

Independent Life Insurance Advisors

6 hours for Life Lincense (BC, SK, ON)

6 hours Life and A&S for MB (Course #30605)

6 hours Life and A&S for AB (AAC# 48660)

FP Canada: 3 hours Financial Planning

&

3 hours Practice Management (Course ID# 4878)

This course has been developed specifically for independent life insurance advisors by IFB, and provides comprehensive training, along with a fully updated Guidance Manual, templates and a training calendar. A copy of the Guidance Manual can be purchased separately, and forms part of a complete AML-ATF Compliance Regime.

A Shorter Refresher Course is also Available

How to Register

1. Go to the IFB Academy website: https://ifb.smartdirect.ca/

Most IFB members have been automatically registered for access to IFB Academy. Your user name is your email address, and your password is your 4 or 5 digit member ID. If you’re not sure of your member ID, you can obtain it by calling 905-279-2727

If you don’t already have an account, click the REGISTER button which will redirect you to the page below. 

Once you have filled out your information on the right hand side, click PROCEED WITH REGISTRATION. Registration is completely free – you don’t need to sign up for courses until you’re ready to do so.

2. You will receive a confirmation email containing your user name and password, and you’ll be prompted to change your password the first time you log back in to IFB Academy. Be sure to keep your username and password in a safe place!

3. Log back in to IFB Academy, change your password --- and have a look around!

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