CSI will be performing system maintenance on Saturday May 11th from 5 a.m. until 1 p.m. ET. You will not have access to your “myCSI” student account, nor will you be able to book, cancel or reschedule exams during this time. You can still access your online course materials by visiting connect.csi.ca then connecting to “Blackboard Learn”.
We support your dedication to professional development by learning online. Take advantage of a 10% discount on the Canadian Securities Course (CSC®) and Investment Funds in Canada (IFC) course.
Who will benefit from obtaining the CSC® or IFC?
Enrol now if you are:
- Seeking a position in the Canadian financial services industry
- Seeking your mutual funds license
- A bank or trust company officer
- A financial planner
- An active investor who wants to learn how to manage your portfolio
- Training to become a full-service investment advisor or an investment representative
- Seeking your exempt market representative license
Compare The CSC® And IFC
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Open up a Variety of Financial Services Job Opportunities CSC® IFC
Defacto entry requirement for many financial services jobs
Satisfy Regulatory Requirements CSC® IFC
Completes the first step towards earning your investment representative or registered representative license
Completes the first step towards fulfilling the Portfolio Management Registration requirements with the Canadian Investment Regulatory Organization (CIRO) or Canadian Securities Administrators (CSA)
Recognized by regulatory bodies in the United States, United Kingdom, Hong Kong and France for broker/advisor registration (local top-up would be required)
Fulfill the licensing requirement for the following CSA licensing categories:
Mutual Fund Sales Representative
Exempt Market Dealer Representative
Extend Course Validity Beyond Regulatory Time Limits CSC® IFC
Once completed, this course can be kept valid for CIRO purposes beyond its regulatory time limit through participation in CIRO's Voluntary Participation Program or completion of a higher level course approved by CIRO.
Extra Features to Help with Learning CSC® IFC
CSC® Video Companion Series
CSC® Review Webinars
Leads to the Following Credentials: CSC® IFC
Personal Financial Planner (PFP®)
Chartered Investment Manager (CIM®)
MTI® - Estate and Trust Professional
Certificate in Investment Dealer Compliance
Certificate in Financial Services Advice
Certificate in Fixed Income Trading and Sales
Certificate in Advanced Investment Advice
Certificate in Equity Trading and Sales
Certificate in Advanced Mutual Funds Advice
Certificate in Personal Banking
Expand Your Knowledge in These Areas: CSC® IFC
The Canadian securities industry, markets and the regulatory environment
The various components of a securities dealer
Financing and listing of securities
Market and economic events impacting investment performance
Analyzing corporate financial statements
In-depth coverage of equity and fixed-income securities
Fundamental and technical analysis
Structured products including ETFs
Fee-based accounts
Managing products including Mutual Funds
The portfolio management process and asset allocation
Dealing with institutional clients
Securities Industry standards of conduct and the code of ethics
Enrol in the CSC® or IFC
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CSC® Value Pack Combo
$1422
Add to Cart
Add to Cart
Includes:
- Online, Interactive Version
- Online PDF Textbook
- Hard Copy Textbook
- CSC® Check
- CSC® Video Companion Series
- Financial Investment Calculations Toolkit (with calculator)
- Financial Statement and Ratios e-Tutorial
- Macro and Microeconomics e-Tutorial
CSC® Online Version With Textbook
$1152
Add to Cart
Add to Cart
Includes:
- Online, Interactive Version
- Online PDF Textbook
- Hard Copy Textbook
CSC® Online Version With EBook
$1062
ADD TO CART
ADD TO CART
Includes:
- Online, Interactive Version
- Online PDF Textbook
IFC Value Pack Combo
$643
ADD TO CART
ADD TO CART
Includes:
- Online, Interactive Version
- Online PDF Textbook
- Hard Copy Textbook
- IFC Check
- Financial Investment Calculations Toolkit (with calculator)
- Financial Statement and Ratios e-Tutorial
- Macro and Microeconomics e-Tutorial
IFC Online Version With Textbook
$468
ADD TO CART
ADD TO CART
Includes:
- Online, Interactive Version
- Online PDF Textbook
- Hard Copy Textbook
IFC Online Version With Ebook
$423
ADD TO CART
ADD TO CART
Includes:
- Online, Interactive Version
- Online PDF Textbook