Certified Financial Planner QAFP™ & CFP®




Considering the CSC?



The Canadian Securities Course (CSC®) is the baseline regulatory requirement to perform securities, mutual fund and alternative funds transactions in many financial services positions.


Get the standard credential that top employers demand.





Why earn the CSC license?


Many individuals will start with the Canadian Securities Course because they know that it is the ideal starting point for anyone interested in a career in Canada's finanical services industry.

The CSC helps to open doors to entry-level positions for anyone wanting to become a registered broker, investment representative or financial planner, personal investor or work in administrative roles.

Besides enhancing your investment knowledge, financial advisory skills and giving you the tools you need to pass the CSC exams, the CSC can also be used to meet the educational requirements for the PFP — Personal Financial Planner, CIM — Chartered Investment Manager and MTI — MTI Estate and Trust Professional.

Additionally, the Canadian Securities Course can lead towards certificates, including financial services advice, fixed income trading and sales, advanced mutual funds advice and others offered through the Canadian Securities Institute (CSI) — a Moody's Corporation owned company — the leading provider in Canada of financial learning, credentials and certification.









What is the Path to CSC Certification?



PASS THE
2 CSC EXAMS
(EXAM 1, EXAM 2)

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To pass the 2 CSC exams, the CSC course — designed for self-study but also offered through various institutions in partnership with CSI — = provides the necessary knowledge. The Exam 1 and Exam 2 CSC course textbooks cover the different financial instruments in the industry like equities, traded funds, other managed products, structured products and derivatives as well as Canadian taxation in relation to these investments and other topics. Additionally, the material covers how to assess company, industry and market performance; ways to better serve clients, and industry standards and ethics while gaining a better understanding of the financial services and investments in Canada and its regulatory environment.

The CSC course will prepare you for the two computer-based Canadian Securities Course exams. The exams are two hours long and carry 100 multiple choice questions each. Upon completing the exams (60% or higher is passing), students can apply for their mutual fund licensing.




APPLY
WITH CSI FOR
CSC CERTIFICATE

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Once you've passed the 2 exams in the course you will be able to download a Notice of Course Completion available through your CSI student profile. This will remain on your profile as formal indication of course completion.

CSI will mail you a wall certificate within 4 - 6 weeks of course completion.










What are the CSC exam topics and weights?


CSC Exam 1

The Canadian Marketplace

15%

The Economy

13%

Math Workbook

$39

Features and Types of
Fixed Income Securities

12%

Pricing and Trading of
Fixed-Income Securities

11%

Equity Transactions

10%

Derivatives

10%

Corporations and their
Financial Statements

8%

Financing and Listing Securities

8%

Total

100%

CSC Exam 2

Investment Analysis

18%

Portfolio Analysis

18%

Mutual Funds

14%

Exchange-Traded Funds

10%

Alternative Investments,
Other Managed and Structure Products

16%

Canadian Taxation

6%

Fee-Based Accounts and
Working with the Retail Client

10%

Total

100%




NOTE: While CSC exams are designed for self-study, many candidates elect to prepare with Exam Success to faciliate the prep process.











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Preparing for your CSC exams?



Choose Exam Success. With 20+ years of proven success, we take pride in our place as a top prep provider, helping 1000s of candidates pass their exams — quick, no sweat.


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Exam Success students prepare to earn the CSC designation by learning from one of the most talented teachers in the profession; company Founder Prof. Brian Gordon, CFA, CFP, CIM, MBA, FSCI.


No-nonsense prep students need and love.
QAFP and CFP Instructor Prof. Brian Gordon, CFA, CFP, CIM, MBA, FCSI, teaching at Ryerson University




Your Next Step

Select the exam on the learning path to your financial planner designation.


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CSC Exam Prep




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Canadian Securities Course


Advance your career in the financial services industry.

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