Considering the Canadian Securities Course (CSC®)?
CSC certification opens opportunities with top employers.
The Canadian Securities Course (CSC®) is the baseline regulatory requirement to provide advice regarding stocks, bonds and mutual funds.
Why earn the CSC Certification?
The Canadian Securities Course is the ideal starting point for anyone interested in a career in Canada's financial services industry.
CSC certification helps open doors in entry-level positions for anyone wanting to become an investment representative or financial planner.
The Canadian Securities Course covers topics such as economics, equity investments, fixed income investments, derivatives, ETFs, mutual funds, alternative investments, Canadian taxation, portfolio management as well as fundamental and technical analysis.
What is the Path to CSC Certification?
PASS THE
CSC EXAMS
(EXAM 1, EXAM 2)
Learn More
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.
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
Learn More
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.
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.
Pass with the Prof.
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.
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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They cut the fat, uncomplicate the content and show you where to invest your time, efficienty guiding you to exam success.
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Canadian Securities Course
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