WFG Securities Requirement

New Representative 90-Day Training Course

Having well-trained, qualified representatives is important to WFG Securities of Canada, Inc. (WFGS).  It is also important to your business’ future growth to have representatives that are competent and knowledgeable in the products that are being offered to their clients.

 

In the past, WFGS has worked with Branch Managers, field leaders and providers to provide training to new and experience representatives.  Building upon these programs, WFGS is introducing a new training program for newly licensed mutual fund representatives.

 

All newly licensed representatives must enroll in this training course upon obtaining their Mutual Funds Provincial  License.  The course is mandatory and must be completed within 90-days of registration for their Provincial License in order for you to maintain their mutual fund license with WFGS.

 

This program is a self-study course administered by the Investment Funds Institute of Canada (IFIC).  The cost of the course is $50.00 to WFG Associates. Course materials will be shipped to the new representative upon completion of their enrollment.

 

If you are a current WFG Associate and have an active IFIC Student number, and have completed the Mutual Funds’ course, you can enrol in the 90-Day New Representative Training Course via the PDC link on WFG-Online.com and follow the steps below.

 

How to enroll in the New Representative 90-Day Training Course:

 

If you are an existing WFG IFIC student, from  www.wfg-online.com and follow the steps below:

 

  1. Click on the PDC link button on Home Page (bottom left of screen).

  2. Double-click on Mutual Funds – “Next Steps”

  3. Click on complete “WFG required 90-Day Training Program for New Securities Representative Course”

  4. You will be re-directed to www.ifse.ca student log-in screen

  5. Enter your IFIC Student Number

  6. Click on Enroll in a Course –

  7. Click on  “Investment Funds Institute of Canada (IFIC) Program – Paper”

  8. Click on “Register”

  9. Profile screen will come up – Double-check information and save profile

  10. Click on “Enroll” for 90-Day Training Program for New Mutual Fund Salespersons Course

  11. Read Terms and Conditions page carefully, Click on the “Yes” button to accept the Terms and Conditions of the course.

  12. Click on the button “Proceed to Payment”.

  13. Confirm the mailing address that the manual will be sent to. – Click Next

  14. Enter Credit Card Information to complete Payment and Course Enrollment

 

If you have any questions concerning this program or other IFIC inquiries, please contact WFG Associate Hotline at IFIC directly at 1-800-233-8070 within Canada or Outside of Canada dial 1-888-865-2437.