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Whether you’ve always known that a career in financial services was right for you, or you’re just starting to think about entering the industry, obtaining the Canadian Securities Course (CSC®) is the first step to building a candidate profile that stands out among the rest. If you have any questions on selecting the right course, please get in touch with us!

Students receive a 10% discount on all CSI courses across retail banking, financial planning and insurance, and investment and wealth management.

We have partnered with your college or university to recommend courses as outlined in the career map, and encourage you to interact with this helpful guide as you pursue your goals.

Select your school from the drop-down list to begin your enrolment and don’t forget to take advantage of discounted access on study tools.

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Foundational Licensing Courses (CSC® & IFC)

Explore foundational licensing courses specifically recommended to help you achieve your learning goals and enter the Canadian financial services industry.

Canadian Securities Course (CSC®)

Select one of the course formats below to enrol.

Value Pack Combo

In addition to the online, interactive version with a hard-copy textbook you also get the full set of study tools, including the CSC® Check, CSC® Videos, Financial Investment Calculations Toolkit With Calculator, Financial Statements and Ratios e-Tutorial, Macro and Microeconomic E-Tutorial.

Complete online program with PDF textbook

Choose this course format if you prefer to study online through a computer, tablet or mobile.

Complete online program with printed textbooks

Choose this course format if you prefer to study with a hard-copy textbook along with your online course.

Click to expand and learn more about CSC® Study Tools.

CSC® Review Webinars

We understand that studying for the CSC®—especially while working a full-time job and balancing other responsibilities—can be challenging. To support your learning, we created the CSC® Review Webinars, designed and conducted by experienced subject matter experts. The webinars will help you review and brush up on the course content for CSC® volume I and volume II so that you can write your CSC® exams with confidence.

Our webinars go beyond a typical webinar by ensuring a high level of engagement between the instructor and student. We use a broad range of online interactive features to provide an engaging and collaborative learning experience. Learners will participate in discussions, Q&A, and interactive activities with fellow peers to review the course and build their financial services industry acumen. You must be enrolled in the Canadian Securities Course (CSC®) to book your webinars.

CSC® Check

If you enrolled in the CSC® on or after December 8, 2021, then please choose this version.

The CSC Check is a set of online practice tests designed to assess your readiness to take the actual CSC Exam 1 and Exam 2. The practice tests are meant to simulate your exam-day experience as closely as possible. They are timed and structured with approximately the same weightings as the actual exams.

You can use the CSC Check to complement your studies as you prepare for the final exams. However, before you use it, we recommend that you complete all the course components, including the readings and review questions, to fully prepare for the practice tests and to close gaps in your learning.

Your focus, first and foremost, should be on reading and understanding the textbook so that you perform as well as possible on the practice tests.

CSC® Video Companion Series

Enjoy over 120 videos with over 14 hours of content designed to help you better prepare for the CSC® Exam 1 and Exam 2.

  • Chapter by Chapter video explanations will help enhance your learning experience
  • Expanded real-world examples to help digest course material
  • Review course material conveniently on your phone with a data connection

The CSC® Video Companion Series is intended to complement your studies and enhance your learning. It is not meant to replace a thorough review of the course materials. While it will undoubtedly streamline your learning, your first focus should be to read, understand and study the textbooks.

Financial Investment Calculations Toolkit (with Calculator)

Are you overwhelmed by financial investment calculations? Do you feel like you need an educational tune-up on basic math skills? You’re not alone.

The new CSI Financial Investment Calculations Toolkit is the ideal package for learners who need to perform calculations related to financial services.

Learn how to use the Sharp financial calculator to perform calculations common to financial services, both for your CSI courses and on the job.

You’ll be introduced to essential financial math concepts, and be shown how to perform calculations step-by-step on your very own financial calculator. Also included are practice questions to self-assess your financial investment calculations skills.

Financial Statement and Ratios e-Tutorial

The new Financial Statement and Ratios e-Tutorial will introduce important concepts that appear in CSI courses, and which are commonly used in the financial services industry.

You’ll learn the fundamentals of financial statement analysis, including a step-by-step demonstration of how a financial statement is created. You’ll also review the basics of financial ratios, which are used to evaluate the potential success and investment-worthiness of a company.

It is also a useful refresher course for students who have not encountered these concepts in some time.

Macro- and Microeconomics e-Tutorial

This e-Tutorial offers an overview of two areas of economics:

  • Macroeconomics which focus on topics such as interest rates and inflation, the business cycle, monetary policy and fiscal policy
  • Microeconomics which focus on specific topics such as supply and demand and industry cycles

The new Macro- and Microeconomics e-Tutorial is a useful refresher course for individuals who have not encountered these concepts in some time.

Investment Funds In Canada (IFC)

Select one of the course formats below to enrol.

Value Pack Combo

The Investment Funds in Canada (IFC) Value Pack Combo is your all-in-one course and study tool package to set you up for success. In addition to the online, interactive version with a hard-copy textbook, you also get the full set of study tools, including the IFC Check, Financial Investment Calculations Toolkit with Calculator, Macro and Microeconomic E-Tutorial.

Complete online program with PDF textbook

Choose this course format if you prefer to study online through a computer, tablet or mobile.

Complete online program with printed textbooks

Choose this course format if you prefer to study with a hard-copy textbook along with your online course.

Click to expand and learn more about IFC Study Tools.

IFC Check

The IFC Check is a set of online practice tests designed to assess your readiness to take the actual IFC exam. The practice tests are meant to simulate your exam-day experience as closely as possible. They are timed and structured with approximately the same weightings as the actual exams.

You can use the IFC Check to complement your studies as you prepare for the final exams. However, before you use it, we recommend that you complete all the course components, including the readings and review questions, to fully prepare for the practice tests and close gaps in your learning.

Your focus, first and foremost, should be on reading and understanding the textbook so that you perform as well as possible on the practice tests.

Financial Investment Calculations Toolkit

The new CSI Financial Investment Calculations Toolkit is the ideal package for learners who need to perform calculations related to financial services.

Learn how to use the Sharp financial calculator to perform calculations common to financial services, both for your CSI courses and on the job.

You’ll be introduced to essential financial math concepts and be shown how to perform calculations step-by-step on your very own financial calculator. Also included are practice questions to self-assess your financial investment calculation skills.

Macro- and Microeconomics e-Tutorial

This e-Tutorial offers an overview of two areas of economics:

  • Macroeconomics which focus on topics such as interest rates and inflation, the business cycle, monetary policy and fiscal policy
  • Microeconomics which focus on specific topics such as supply and demand and industry cycles

The new Macro- and Microeconomics e-Tutorial is a useful refresher course for individuals who have not encountered these concepts in some time.

Retail Banking & Insurance

Our Retail Banking solutions include role-specific, individual courses and holistic learning pathways in the areas of financial advice, compliance, lending and bank management. Participants are prepared to understand the Canadian banking landscape, build credible financial plans, deepen customer relationships and improve operational efficiency, all leading to providing clients with greater value.

Investment Dealer Supervisors Course (IDSC)

Select one of the course formats below to enrol.

Complete online program with PDF textbook

Choose this course format if you prefer to study online through a computer, tablet or mobile.

Complete online program with printed textbooks

Choose this course format if you prefer to study with a hard-copy textbook along with your online course.

LLQP Insurance Course (Canada)

Online, interactive version with PDF textbook

Choose this course format if you prefer to study online through a computer, tablet or mobile.

LLQP Insurance Course (Common Law)

Online, interactive version with PDF textbook

Choose this course format if you prefer to study online through a computer, tablet or mobile.

LLQP Insurance Course (Civil Code)

Online, interactive version with PDF textbook

Choose this course format if you prefer to study online through a computer, tablet or mobile.

Financial Planning

If you’re the kind of person who loves helping other people achieve their dreams while you work towards your own, consider a rewarding career in financial planning. This is one of the more ‘personal’ parts of the banking field, focusing on helping others through advice, service, and products that help protect them against risk, as they work towards financial independence. It’s a place where moving up is measured by the quality and quantity of relationships you foster and retain. This is reflected by longer commitment periods (how long you must stay on the job). That’s because today’s financial institutions are seeking to give greater consistency and predictability to clients, employees, and their organizations.

Personal Financial Services Advice (PFSA)

Select one of the course formats below to enrol.

Complete online program with PDF textbook

Choose this course format if you prefer to study online through a computer, tablet or mobile.

Complete online program with printed textbooks

Choose this course format if you prefer to study with a hard-copy textbook along with your online course.

Financial Planning I (FP I)

Select one of the course formats below to enrol.

Complete online program with PDF textbook

Choose this course format if you prefer to study online through a computer, tablet or mobile.

Complete online program with printed textbooks

Choose this course format if you prefer to study with a hard-copy textbook along with your online course.

Click to expand and learn more about FP I Study Tools.

FP I Check

The FP I Check is a set of two online practice tests designed to assess your readiness to take the actual FP I Exam. The practice tests are meant to simulate your exam-day experience as closely as possible. They are timed and structured with approximately the same weightings as the actual exams.

You can use the FP I Check to complement your studies as you prepare for the final exams. However, before you use it, we recommend that you complete all the course components, including the readings, online learning activities and review questions, to fully prepare for the practice tests and to close gaps in your learning.

Your focus, first and foremost, should be on reading and understanding the textbook so that you perform as well as possible on the practice tests.

Here are just a few of the benefits.

Paired with your degree, the CSC® distinguishes you as a leader in financial services.

certificate

Enhance your resume with industry leading credentials.

Business Banking

Make an impression at Canada’s top financial institutions.

Wealth Management

Expand your development to build higher earning potential.

Differentiate Yourself

Secure greater access to employment opportunities.

Explore the Career Map

Successfully navigate careers in financial services by getting to know more about the various career options across industry segments.

Explore Career Map

Here's what people have to say about how completing the CSC® transformed their career journey.